A Message From Our Partner Thirty-five years pricing physical assets taught me one distinction I now use on everything. Stock demand or flow demand. Gold is stock. Nearly every ounce ever pulled out of the ground still exists, sitting in a vault or a drawer or around somebody’s neck. Demand for it is a decision to hold. Coffee is flow. It is grown, shipped, roasted, brewed and gone. Seventy-three percent of Americans drink it daily. That demand does not have to be persuaded. It has to be supplied, again, tomorrow morning. I looked at a private producer this week on that basis. Green Coffee Company farms 45 properties in Colombia, more than 10,000 acres. Projected harvest this year: 5.1 million pounds of unroasted coffee. Last year: 2.3 million. Milling capacity above a million pounds a week, the largest in the country. The flow already has somewhere to go. 3,000+ stores. 130+ grocery chains. 21 states. Walgreens live in 1,700 locations. Private label into Carnival Cruise Line, the U.S. National Parks and the UFC. You have very likely drunk the product already without knowing whose farm it came off. Revenue: $1 million in 2021. $26 million in 2025. My read. A metal position pays you nothing and asks nothing; you hold it and wait for the regime to change. A flow asset pays you only if the operator keeps executing, every harvest, every shelf reset, every quarter. Different risk entirely. Do not confuse the two because both come out of the ground. Terms: $1.15 a share, $1,000.50 minimum, no accreditation, up to 20% bonus shares at higher tiers. Unlisted, illiquid, transfers restricted, total loss possible. Size it like growth equity, because that is what it is. The metal waits for you. The harvest does not. Rights apply to retail and institutional sales in the U.S. and Canada (non-cafe business) and are governed by a 10-year agreement to manufacture and distribute the iconic Juan Valdez® brand in the U.S. and Canada. Juan Valdez®, Procafecol S.A., the National Coffee Federation of Colombia, and any of their respective affiliates (collectively, the “Juan Valdez Parties”) are not sponsors, issuers, co-issuers, promoters, guarantors, underwriters, placement agents, or participants in any manner in this investment offering. The Juan Valdez Parties have not reviewed, approved, authorized, endorsed, recommended, or verified this offering, any related offering materials, or any statements made herein, and do not express any view or opinion regarding the merits, risks, or suitability of this investment. Any reference to the “Juan Valdez®” brand or related trademarks is made solely for the limited purpose of describing an existing commercial agreement relating to the manufacture, marketing, and sale of certain coffee products. Such agreement does not extend to, and expressly excludes, any securities offering, fundraising activity, investment program, or capital-raising transaction. Investors should not rely on the existence of any trademark license, brand association, or commercial agreement with the Juan Valdez Parties as an indicator of financial performance, investment quality, creditworthiness, risk mitigation, or likelihood of success of the issuer or this offering. The continuation of any commercial agreement is subject to contractual terms and conditions and may be modified or terminated, and no assurance is given that any such relationship will continue for any period of time. No Juan Valdez Party assumes any responsibility or liability for the accuracy, completeness, or adequacy of the information contained in this offering, nor for any investment decision made by any investor. |
