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Old 10-20-2014, 03:40 PM   #1
jhedrick83
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Default Re: Drew Estates Sells...

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Originally Posted by Brooks W View Post
While I understand the thought process (and please understand I am not picking on you specifically) I find this line of thinking to be somewhat odd...Ligas and Acids and all the rest are all going to be rolled at the same factory, by same rollers, using the same tobacco for the foreseeable future...In other words, Nothing will change with the blends for the foreseeable future.

Have you SEEN how much tobacco DE has stockpiled?

Just because Swisher has purchased the company does not mean that any of the blends will change, at least in the short term.
True, it does not necessarily mean that things will change tomorrow. I may be pleasantly surprised. However, properly pulling of a Merger/Acquisition where both parties benefit is extremely hard. Is a pre-merger Chrysler the same quality as a Daimler Chrysler or a Fiat Chrysler? Usually one gets cannibalized somewhat and there has to be a genuine culture fit between the two parties. I don't know JD or anyone at Swisher. So you are right, I have no idea what will happen. Maybe it's like Tata buying Jaguar and totally revitalizing it. My point is that for me, for my taste in cigars, there are many options in the same price range (and lower) that I enjoy just as much. If I know I can go pick up a Anejo 46 and it'll be spot on, or I can go grab an T52 for a few bucks more that may or may not be what I remember. I'll grab the Fuente every time. is LP dead to me? No. Will I be as sure purchasing them as I was before? No.

Foreseeable future is an easy phrase for a company to throw around, it keeps everyone happy and everything copacetic. It's great management. Let everything settle down, learn the ins and outs of your shiny new toy and then do what publicly traded businesses do, maximize shareholder value!

BTW, Brooks, I do love Halfwheel.
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Old 10-20-2014, 05:29 PM   #2
Brooks W
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Default Re: Drew Estates Sells...

Quote:
Originally Posted by jhedrick83 View Post
True, it does not necessarily mean that things will change tomorrow. I may be pleasantly surprised. However, properly pulling of a Merger/Acquisition where both parties benefit is extremely hard. Is a pre-merger Chrysler the same quality as a Daimler Chrysler or a Fiat Chrysler? Usually one gets cannibalized somewhat and there has to be a genuine culture fit between the two parties. I don't know JD or anyone at Swisher. So you are right, I have no idea what will happen. Maybe it's like Tata buying Jaguar and totally revitalizing it. My point is that for me, for my taste in cigars, there are many options in the same price range (and lower) that I enjoy just as much. If I know I can go pick up a Anejo 46 and it'll be spot on, or I can go grab an T52 for a few bucks more that may or may not be what I remember. I'll grab the Fuente every time. is LP dead to me? No. Will I be as sure purchasing them as I was before? No.

Foreseeable future is an easy phrase for a company to throw around, it keeps everyone happy and everything copacetic. It's great management. Let everything settle down, learn the ins and outs of your shiny new toy and then do what publicly traded businesses do, maximize shareholder value!

BTW, Brooks, I do love Halfwheel.
To be clear, "Foreseeable Future" is my term, not theirs.

Thanks for your insight!
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Old 10-20-2014, 09:19 PM   #3
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Default Re: Drew Estates Sells...

I haven't smoked a DE cigar and automotive analogies may or may not apply. If Swisher truly appreciates the DE brand they will let it continue. Porsche, and Lamborghini reside under the VW umbrella but each has identity. VW provided engineering expertise to Lambo to make sure ergonomics were sensible. That being said some of the Italian extravagance was lost during the transition. I'd rather have a healthy Lambo than none at all.
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