think you may be a bit confused. no one said anything i read about an absolute preference for white label vs best efforts
what was discussed was that - if contract announcements dont have guaranteed revenues - the market probably wont price the stock up now on each of those deals - it will have to wait until 2nd quarter next year
stock prices arent primarily built on hope and fairy floss - they are built on mathematically calculated valuations based on current or future earnings vs stock on issue vs peer group of similar stocks etc
no one is saying the company is empiricallybetter off doing white label vs best efforts BUD brand deals
We are saying you cant expect the stock price to rise much on an announcement unless it gives the market firm $$ guarantees (at this very lofty valuation. at $20m mkt cap you can get a lot of sp rise on hope and dreams)
the market is notoriously an 'optimist killer' - it takes money from 'hopers' and gives it to 'realists'.
But - take your own thinking that BUD branded deals are better - nothing wrong with that thought process.
Its just that you likely have to wait until at least April next year to start seeing proof of those revenues - and that translate into the stock price - up or down - depending on whether they are better or worse than the market expects at the time.
its not totally one or the other though. Im sure sp will run up or down before those announcements based on general 'risk sentiment' and investors views on likely chance April's results are great or bad
So its not totally a math based science. But its largely math based - and the math is based off what people 'know' you are making today - vs what they 'think' you may be making at some future time
BUD Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held