3. Pricing may be considerably better than you feared.

We need Tuesday's figures before making a proper margin model.

But nothing David said made the project look like it.

4. You haven't committed yourself to anything.

This is important.

Nobody signed up for four containers.

Nobody agreed to purchase.

Nobody agreed the ownership structure.

David is obtaining information. You decide.

5. Funding remains the gate issue.

Pro forma means somebody has to finance the stock.

That is probably your most important practical constraint.

6. Pizza sauce no longer needs to rise or fall with TLC.

This may be today's most strategically valuable conclusion.

TLC can continue, change shape, shrink, or even ultimately fail

without necessarily taking the sauce opportunity with it.

7. Your arrangement with Damoon remains unresolved, deliberately so.

And I think you should resist resolving that in a rush.

Damoon actually told you to think about what you want for the future

rather than demanding an immediate answer.

Take him at his word.

Therefore, I wouldn't make the next decision.

Do I put money into TLC? I'd make it.

What business do I actually want to own?