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Transcript #34835

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Status: completed · Language: en · Source: Behnam · Captured: 2026-08-20 17:08:15 · five years from now. Then separately, what role, if any, should TLC and Damoon have in distributing its products? For ex

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five years from now. Then separately, what role, if any, should TLC and Damoon have in distributing

2026-08-20 17:08:15 - 2026-08-20 17:08:19
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its products? For example, there is a perfectly coherent structure in which a new source import

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company owns the brand, contracts, stock, and TLC is merely one wholesale customer distributor.

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Other wholesalers could buy from exactly the same company. That protects the potentially

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valuable asset from TLC's present liabilities and strategic messages. I suspect that is quite

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close to what your father was trying to articulate after the meeting. And there is one psychological

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point worth mentioning. Going into today, this sounded like an emergency meeting about trying

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to rescue something that might already have disappeared. That isn't what happened. You

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walked out with David saying, effectively, give me until Tuesday and I'll bring you the numbers.

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The meeting became a commercial restart discussion rather than a post-mortem. So my assessment has

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moved quite significantly. I would now regard the pizza sauce business as a credible opportunity

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worth developing, not merely something you're desperately trying to salvage. What I would not

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yet conclude is that it is necessarily sensible to...

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We're going to kind of get...

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Diarization Windows

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