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Adastra Wines:An Organic Family Winery
Tiburon Research June 26, 2015
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 2
Adastra Wines
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Founded in 1850 Based in Carneros, CA 20 planted acres Owner: Chris Thorpe Web site: www.adastrawines.com
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3
Adastra Wines was Founded in 1850 and has Subsequently Evolved through its Early Ranch, Angus, & Vineyards Phases
Early Ranch Phase
Angus Phase
Vineyards Phase
Approximate
Dates: 1850 - 1982
• XXXX: Ranch passed to son Ted Raven
• XXXX: Ranch Sold to the Sandbach family who renamed it Star Hill Ranch
1983 - 1988
• 1983: Star Hill Ranch purchased by Thorpe family
• 1983: Ranch renamed Adastra
• 1984: Ranch utilized to raise cattle
KeySteps:
1989 - 2015
• 1989: Cattle sold• 1989: Planted Merlot &
Chardonnay on eight acres
• 1993: Began selling Merlot & Chardonnay grapes to Robert Mondavi
• 1994: Planted Pinot Noir & Chardonnay on additional twelve acres
• 1995: Edwin Thorpe became general manager
• 1996: Signed long-term contract with Etude Wines to sell Pinot Noir grapes
Adastra Wines History
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
• 1850: Adastra Wines founded
• 1850: Adastra plot purchased by Paul and Caroline Raven who plant grapes, apples, prunes, hay, and grain
1850 2015
Adastra Wines
Founded
Adastra WinesToday
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 4
Adastra Wines was Founded in 1850
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Founded in 1850 Based in Carneros, CA
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 5
Adastra Wines was Purchased by the Thorpe Family in 1983
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
• --
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 6
Adastra Wines Began Selling Chardonnay & Merlot Grapes to Robert Mondavi in 1993
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
• --
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 7
Adastra Wines Signed a Contract to Sell its Pinot Noir Grapes to Etude Wines in 1996
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 8
Adastra Wines is Not a Frequent Advertiser
• --
Comments
Advertising
Participant in two popular open house
events: April in Carneros & Holiday
in Carneros
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 9
Adastra Wines Does Not Have a Tasting Room and is Rarely Open to the Public
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
• --
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 10
Adastra Wines Has a Wine Club
• --
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No tasting room
Source: 6/26/15 Adastra Wines Web Site; 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 11
Adastra Wines Only Opens to the Public for Two Events; April in Carneros and Holiday in Carneros
• November 19th & 20th, 2005 - Winery open house from 10am to
4pm
April in Carneros
• April 16th & 17th, 2005- Winery open house from 10am to
4pm
Holiday in Carneros
Adastra Wines Events
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 12
Adastra Wines’ Open House Events are Both Organized by the Hospitality de los Carneros Organization
Source: 4/21/05 Adastra Web Site; 4/21/05 Hospitality de los Carneros Web Site; Tiburon Research & Analysis
• --
Comments
Collective of Napa and Sonoma wineries
located in the Carneros appellation
Organizers of two annual winery open house events; April in Carneros; Holiday
in Carneros
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 13
Adastra Wines Has a Web Site with Five Core Sections, Including Shop Wines, Organic Vineyards, Wine Club, About Adastra, & Contact
Source: 6/25/15 Adastra Wines Web Site; 12/19/13 Adastra Vineyards Web Site; 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Adastra WinesWeb Site
Shop Wines Wine Club About Adastra Organic
VineyardsContact
Adastra Wines Web Site
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 14
Adastra Wines is Not a Frequent Acquirer
Source: Tiburon Research & Analysis
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Acquisitions
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 15
Adastra Wines Has a Charitable Giving Program
Source: Tiburon Research & Analysis
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Charitable Giving
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 16
2013 2014
Adastra Wines Has Employees
Adastra WinesEmployees
Source: Tiburon Research & Analysis
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 17
Adastra Wines Has Planted Acres
Adastra WinesPlanted Acres
Needs data
Seven acres of Chardonnay;
seven acres of Merlot; six acres of
Pinot Noir
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
2013 2014
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 18
Adastra WinesTons of Grapes
Adastra Wines Grows ___ Tons of Grapes
Source: Tiburon Research & Analysis
Needs data
2013 2014
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 19
Adastra Wines Produces Gallons of Wine
Adastra WinesGallons of Wine
Source: Tiburon Research & Analysis
Needs data
2013 2014
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 20
1,389 1,389
2004 2005
Adastra WinesCases Produced
Adastra Wines Produces 1,389 Cases of Wine, Consistent Since 2004
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Needs update
2004=4/21/05
2005=4/21/05
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 21
Adastra WinesCases Produced
By Varietal
Adastra Wines’ Largest Volume Production is in Chardonnay and Merlot
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Pinot Noir6%
Merlot47%
Chardonnay47%
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 22
Adastra Wines Generates Revenues
Adastra WinesRevenues($ Millions)
Source: Tiburon Research & Analysis
Needs data
2013 2014
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 23
Adastra Wines Earns $___ Million
Adastra WinesNet Profits($ Millions)
Source: Tiburon Research & Analysis
Needs data
2013 2014
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 24
Adastra WinesWines
Adastra Wines Has a Number of Wines, Including Chardonnay, Pinot Noir, & Merlot
Adastra WinesWines
Chardonnay MerlotPinot Noir
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 25
• --
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Adastra Wines’ First Wine is Chardonnay
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 26
• --
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Adastra Wines’ Second Wine is Pinot Noir
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 27
• --
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Adastra Wines’ Third Wine is Merlot
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 28
Adastra Wines is Led by its Owner & General Manager Chris Thorpe
Adastra Wines Organizational Chart
Source: 4/21/05 Adastra Web Site; Tiburon Research & Analysis
Chris Thorpe Owner
Edwin Richards Tom HechtPam StarrConsultant
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 29
Adastra Wines Has a Board of Directors, Led by its Chairman…
Source: Tiburon Research & Analysis
Adastra WinesBoard of Directors
-- -- -- --
• -- • -- • --• --
--
• --
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 30
Source: Tiburon Research & Analysis
Adastra Wines is Privately Owned
• --
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3131
Adastra Wines Assets
($ Millions)
Adastra Wines Has Assets
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3232
Adastra Wines Liabilities
($ Millions)
Adastra Wines Has Liabilities
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3333
Adastra Wines Shareholders Equity
($ Millions)
Adastra Wines Has Shareholders’ Equity
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3434
Adastra Wines Earnings Per Share
Adastra Wines Earns … Per Share
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3535
Adastra Wines Dividends Per Share
Adastra Wines Declares … Dividends Per Share
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3636
Adastra Wines Dividend Yield
Adastra Wines Has a … Dividend Yield
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3737
Adastra Wines Stock Price
Adastra Wines’ Stock Price is …
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3838
Adastra Wines Shares Outstanding
Adastra Wines Has … Shares Outstanding
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 3939
Adastra Wines Market Capitalization
($ Millions)
Adastra Wines’ Market Capitalization is …
Source: Tiburon Research & Analysis
2013 2014
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 4040
Adastra Wines is Owned by ….
Source: Tiburon Research & Analysis
Owner #220%
Other Owners10%
Owner #170%
Adastra Wines OwnershipBy Owner
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 4141
2013 2014
Adastra Wines Stock Volume
Adastra Wines’ Stock Volume is….
Source: Tiburon Research & Analysis
Needs data
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15.06.26 – Adastra Wines © Tiburon Strategic Advisors, LLC™ 4242
Source: Tiburon Research & Analysis
Tiburon Strategic Advisors
• Focus on corporate-level strategy- Serve senior executives only at financial
services companies- Key services: market seminars, market
research, & strategy consulting - Served over 400 corporate clients and
completed over 1,700 projects since 1998- Host semi-annual CEO Summits, offer free
weekly research releases, and offer free business benchmarking tools for all types of advisors
• Chip Roame background- McKinsey & Company- Charles Schwab & Company- Tiburon since 1998
Comments