vin2ride

Are Cosi and Jamba Juice Going Extinct?

Jamba still has many profitable stores. If they focus on store closings rather than menu expansion, they should be able to weather the recession.

CIC's Stake in Jamba Should Be Fruitful

Inept management is what's killing this stock not the product. Sell all non-profitable stores and focus on the loyal customer base instead of trying to expand the product line. So easy to turn around under the right management due to the premium brand.

Jamba Juice Should Bear Fruit by Mid-2009

JMBA's penny-stock status obviously points to its potential cashflow problems. Their negative 2007 income prevented access to a Wells Fargo $25M creditline. Thus they took on a higher cost $25M note last year. They have $28M left in 3Q08 after burning through $1.7M. Even so, the article is correct in pointing out positive the mid-2009 revenue projection.

IMO, the break up with Nestle is good for the brand and store profits, something the new CEO, James White, a branding guru from Safeway understands. Another positive, the company has licensing agreements for onsite kiosks with traffic generators including Safeway, Vons, Target, Whole Foods, and Pavillions. The turn around plan is emphasizing growth at airports, college campus and these non-traditional store locations. In addition to geographic growth, there is also potential for success in the healthy quick-breakfast sector with their brand and conscientious customer base.

Bottomline, this IS a risky play with the potential for multi-bagger returns if new management is successful with the turn-around (pathetic previous management got them into this hole).



On Jan 03 02:11 AM User 271292 wrote:

> Jambasinking, please disclose that you are indeed a shorting Jamba.
>

Jamba Juice Should Bear Fruit by Mid-2009

Jambasinking, please disclose that you are indeed a shorting Jamba.


On Dec 24 02:04 PM Jambasinking wrote:

> My analysis: Jamba is soon to be bankrupt and all investors should
> bail out now. They have already began closing their stores in earnest,
> trying to salvage something, but the core problem has always been
> the top management's love of wasteful spending. Even with a new CEO
> (who happens to have never even been a CEO before) this company's
> prospects look terrible. Huge consistent losses, wastful spending,
> tons of ideas and new innovations scraped because they were unpopular,
> and super costly breakfast launch that failed....all of this adds
> up to a company made of idiots who don't know what they are doing.
>
>
> It is my sincere suspision that the author of this article is actually
> a PR attempt from Jamba to gain momentum for itself. Many times in
> earlier articles, several people would all say how they've lost so
> much money in this stock, and ONE person would step in and defend
> the company and talk about all its upsides without addressing the
> issues all the other people made. The person's words were written
> so well and overly positive that you could tell that this was a person
> on the inside and possibly a marketing ploy to send out SOME positive
> news. After reading and re-reading this article, I assume this person
> is also a Jamba insider, paid to present a case that Jamba is not
> yet finished.
>
> Nice try...but after watching a $10 drop in this stock down to 50
> cents a share, I think people are smart enough to kiss Jamba good-bye
> and watch as they end up closing everything. Based on all their previous
> decisions as a company, this ship has no where to go but down.