Post by Admin on Jul 26, 2004 13:52:35 GMT -5
DJRT - Dale Jarrett Racing Adventure -
It seems as if the majority of investors who take a cursory look at DJRT - Dale Jarrett Racing Adventure just don't seem to get it when this little gem has been announcing continued great news and growth statistics that most companies would dearly love to emulate, but that is only the story on the surface. The real reason we elected to profile DJRT goes way beyond what most companies can claim and that is: Not only is this neat little company riding the greatest sporting phenomenon in history, but as a consequence, statistically there may never ever have been a company where the ratio of potential demand versus supply or capacity to deliver, equals that of the whole Nascar phenomenon and trend towards reality based experiences versus the limited capacity to satisfy this insatiable demand.
In other words, while there maybe as many as an estimated 100 Million Nascar fans worldwide and somewhere between 10 Million and 1 Million diehard fanatics, even if as few as 1% of these diehards, let alone 10% wanted to avail of DJRT's services, The Dale Jarrett Racing Adventure simply could not satisfy that kind of demand with in any given year and maybe even within a decade. And on top of that with a growing highly satisfied already existent client base of 30,000, many of whom are repeat customers, the outlook for Dale Jarrett Racing Adventure to expand exponentially remains dynamic. But, that's only the half of it. In addition to the 100 Million Nascar racing fans, there are over 10 Million millionaires in the US and a significantly larger demographic of midi-millionaires or around half a million or so net worth individuals, who have the disposable income to spend several weekends or weeks per year in pursuit of adventuresome recreation as well as corporations who are also looking for competitive ways in which to motivate and reward, so DJRT fills a need.
Now consider the fact that for every dollar they invest in a radio commercial delivers a five fold return, i.e. for every dollar they invest in their expansion, they get a 500% return, then their incentive to continually exponentially re-invest in their business is a no brainer, but when one begins to factor in the potential of a 10 fold or 1,000% plus return that TV commercials might deliver along with the added spectacle of Nascar visuals and compelling and impactful nature of same, the outlook for Dale Jarrett continues to rise arithmetically..
Then factor in the amazingly high margins this company is starting to deliver and even the skeptics are beginning to acknowledge that DJRT is a multiple dollar stock price in the making. As a current going concern this company is a steal at current prices, but when one factors in the mass-merchandising potential, not to mention the power of Ford Motor Company and many of its executives, UPS management and the extensive list of celebrities including such names as golfing legend Arnold Palmer and US Masters Champion for 2004, Phil Mickelson or NFL Great and Quarterback Legend Brett Favre, many of whom count as golfing competitors of the double sports legend himself Dale Jarrett and other clients or sponsors of DJRT, then it stands to reason that a considerable premium for the celebrity aspect of this company has yet to be realized and that fact alone suggests the potential for stock buybacks and insider purchases as institutional buying seriously begins and it will, because sooner or later Wall Street always unearths exceptional values.
The only real impediment to Dale Jarrett multiplying its capacity to many times its current maximum total output is a massive national awareness campaign and that is currently being addressed by the company in a variety of initiatives. In short, this company has mo: It has real momentum going for it and it has built up an enviable reserve of goodwill, brand awareness and extreme client satisfaction.
The reason we like to profile such companies as DJRT or AZMN is not only for their extreme undervaluedness and consequent upside potential, but more importantly because their growth patterns are self evident, easy to understand and more importantly easy to follow as their growth and potential will be manifested. Both of these companies have the potential to not only grow organically, but also can add very considerable value and eventual revenues through acquisitions. Never underestimate a potent company's ability to surprise...
How long before the Donald tells everyone to get a good nights rest because "Tomorrow we climb aboard the corporate jet and head for the adventure of a lifetime".
While Mr. Trump is crying over the high cost of sand (did I mention AZCO has sand? lot's of sand!) he's always looking for a new assignment to test the mettle of his apprentices ability to work as a team. Ever watch a pit-crew at work?
That my friend is Team-Work!
He may never call, but you get the idea. Right?
Blessings
CT
ps/ In the spirit of disclosure, I added an additional 17,500 sahres on last weeks dip.
It seems as if the majority of investors who take a cursory look at DJRT - Dale Jarrett Racing Adventure just don't seem to get it when this little gem has been announcing continued great news and growth statistics that most companies would dearly love to emulate, but that is only the story on the surface. The real reason we elected to profile DJRT goes way beyond what most companies can claim and that is: Not only is this neat little company riding the greatest sporting phenomenon in history, but as a consequence, statistically there may never ever have been a company where the ratio of potential demand versus supply or capacity to deliver, equals that of the whole Nascar phenomenon and trend towards reality based experiences versus the limited capacity to satisfy this insatiable demand.
In other words, while there maybe as many as an estimated 100 Million Nascar fans worldwide and somewhere between 10 Million and 1 Million diehard fanatics, even if as few as 1% of these diehards, let alone 10% wanted to avail of DJRT's services, The Dale Jarrett Racing Adventure simply could not satisfy that kind of demand with in any given year and maybe even within a decade. And on top of that with a growing highly satisfied already existent client base of 30,000, many of whom are repeat customers, the outlook for Dale Jarrett Racing Adventure to expand exponentially remains dynamic. But, that's only the half of it. In addition to the 100 Million Nascar racing fans, there are over 10 Million millionaires in the US and a significantly larger demographic of midi-millionaires or around half a million or so net worth individuals, who have the disposable income to spend several weekends or weeks per year in pursuit of adventuresome recreation as well as corporations who are also looking for competitive ways in which to motivate and reward, so DJRT fills a need.
Now consider the fact that for every dollar they invest in a radio commercial delivers a five fold return, i.e. for every dollar they invest in their expansion, they get a 500% return, then their incentive to continually exponentially re-invest in their business is a no brainer, but when one begins to factor in the potential of a 10 fold or 1,000% plus return that TV commercials might deliver along with the added spectacle of Nascar visuals and compelling and impactful nature of same, the outlook for Dale Jarrett continues to rise arithmetically..
Then factor in the amazingly high margins this company is starting to deliver and even the skeptics are beginning to acknowledge that DJRT is a multiple dollar stock price in the making. As a current going concern this company is a steal at current prices, but when one factors in the mass-merchandising potential, not to mention the power of Ford Motor Company and many of its executives, UPS management and the extensive list of celebrities including such names as golfing legend Arnold Palmer and US Masters Champion for 2004, Phil Mickelson or NFL Great and Quarterback Legend Brett Favre, many of whom count as golfing competitors of the double sports legend himself Dale Jarrett and other clients or sponsors of DJRT, then it stands to reason that a considerable premium for the celebrity aspect of this company has yet to be realized and that fact alone suggests the potential for stock buybacks and insider purchases as institutional buying seriously begins and it will, because sooner or later Wall Street always unearths exceptional values.
The only real impediment to Dale Jarrett multiplying its capacity to many times its current maximum total output is a massive national awareness campaign and that is currently being addressed by the company in a variety of initiatives. In short, this company has mo: It has real momentum going for it and it has built up an enviable reserve of goodwill, brand awareness and extreme client satisfaction.
The reason we like to profile such companies as DJRT or AZMN is not only for their extreme undervaluedness and consequent upside potential, but more importantly because their growth patterns are self evident, easy to understand and more importantly easy to follow as their growth and potential will be manifested. Both of these companies have the potential to not only grow organically, but also can add very considerable value and eventual revenues through acquisitions. Never underestimate a potent company's ability to surprise...
How long before the Donald tells everyone to get a good nights rest because "Tomorrow we climb aboard the corporate jet and head for the adventure of a lifetime".
While Mr. Trump is crying over the high cost of sand (did I mention AZCO has sand? lot's of sand!) he's always looking for a new assignment to test the mettle of his apprentices ability to work as a team. Ever watch a pit-crew at work?
That my friend is Team-Work!
He may never call, but you get the idea. Right?
Blessings
CT
ps/ In the spirit of disclosure, I added an additional 17,500 sahres on last weeks dip.