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Transcript #34833
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Status: completed · Language: en · Source: Behnam · Captured: 2026-08-20 17:06:15 · conversation is that he is open to a structure in which he is not necessarily an equal owner of the core opportunity. He
conversation is that he is open to a structure in which he is not necessarily an equal owner
2026-08-20 17:06:15 - 2026-08-20 17:06:19of the core opportunity. He then describes several possible levels of involvement for himself.
2026-08-20 17:06:19 - 2026-08-20 17:06:23Cooperate, be a partner, sell it, otherwise assist, be involved. And shortly afterwards he himself
2026-08-20 17:06:24 - 2026-08-20 17:06:30says the source should be treated separately from TLC. So I don't think today's meeting left you
2026-08-20 17:06:30 - 2026-08-20 17:06:34with. Ben plus Damoon plus TLC jointly owned the pizza source project. It left you with something
2026-08-20 17:06:34 - 2026-08-20 17:06:38much less settled and potentially much more favourable to you. The pizza source opportunity
2026-08-20 17:06:38 - 2026-08-20 17:06:43exists independently. Its ownership and structure now need to be decided. Damoon may participate in
2026-08-20 17:06:43 - 2026-08-20 17:06:48some capacity, but that capacity has not been fixed. That distinction is extremely important.
2026-08-20 17:06:48 - 2026-08-20 17:06:52Where I think you are now, I describe your position tonight like this. One, you have
2026-08-20 17:06:52 - 2026-08-20 17:06:56successfully preserved the pizza source opportunity. There is an established manufacturer willing to
2026-08-20 17:06:56 - 2026-08-20 17:07:00restart production, an existing recipe, existing artwork packaging infrastructure, historical
2026-08-20 17:07:00 - 2026-08-20 17:07:05market knowledge, and no obvious relational problem. Two, the horrible legacy stock issue
2026-08-20 17:07:05 - 2026-08-20 17:07:10is potentially solid. Rather than you having to somehow
2026-08-20 17:07:10 - 2026-08-20 17:07:12double-check the price of the pizza, you have to double-check the price of the pizza.
2026-08-20 17:07:12 - 2026-08-20 17:07:13You can't dump old tins into the market.
2026-08-20 17:07:13 - 2026-08-20 17:07:14Diarization Windows
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