Deep-Dive Due Diligence AI Generated Report on Heritage Distilling Holding Company, Inc. Common Stock (CASK)
Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.
These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.
Disclaimer: This report is for informational purposes only. It does not constitute financial advice. Always do your own research before making any investment.
CASK_OUT_1 [2025-04-01 15:43:32 -0400] 2567 Bytes | 720 tokens | Cum: 720 tkns (9.00% of 8k)
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We are in the 'Lightning Round' baby! It's 3:43:31 PM on Tue Apr 01, 2025 -0400, and I'm firing up the spotlight on Heritage Distilling (CASK), moving from 0.502 to 0.598899. Is this a can’t-miss rocket or a one-hit wonder? Let’s dissect the numbers!
Here's the first list of news for Heritage Distilling:
C1 - Mar-27-25 08:37AM - Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named World's Best Flavored Whiskey at Whisky Magazine's World Whiskies Awards
C2 - Mar-14-25 08:50AM - Inc. Names Jennifer Stiefel to Its 2025 Female Founders 500 List
C3 - Mar-06-25 08:11AM - Heritage Distilling Co. Announces Recent Achievements and Key Milestones for Salute Series Line of Premium Whiskeys
C4 - Feb-25-25 08:30AM - Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named Best Flavored Whiskey in the United States at Whisky Magazine's World Whiskies Awards
C5 - Feb-21-25 03:22AM - Heritage Distilling Holding Company, Inc. (CASK): Among the Cheapest Stocks Insiders Are Buying Recently
C6 - Feb-19-25 08:30AM - Heritage Distilling Co. Announces Sell Out of First Run of 80th Anniversary of the Battle of Iwo Jima Bourbon; Announces Passing $200,000 Raised for Military Charities
C7 - Feb-04-25 08:30AM - Coquille Tribe Breaks Ground on New Distillery, Heritage Distilling-Branded Tasting Room & Expanded Entertainment Zone at Coos Bay Casino
C8 - Jan-16-25 08:00AM - Heritage Distilling Welcomes Eric S. Trevan, Ph.D., and Citizen of Match-E-Be-Nash-She-Wish Band of Pottawatomi (Gun Lake Tribe - Michigan) as Latest Addition to its Board of Directors
Prior AI Reports for CASK:
1. 2025-03-24 – Score: 25 – Target: 0.5995 – Highs: 0.6430 / 0.6597 / 0.61
heritage-distilling-distressed-performance-and-uncertain-future
(Note: Highs = Same day / 2nd day / 3rd day)
ONLY 3 RULES for AI:
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1) I am a document retrieval system. You are the analyst-investigator.
2) You can request items from my lists to get more info on Heritage Distilling (CASK)
3) AFTER requesting and reading News and SEC filings you'll write a summary, set a score, high price target and headline.
Now, your response should be only 2 or 3 chars. You can say ex., C1, C2, etc., or NEX
The NEX command delivers the NEXt list of News/SEC/Metrics
There are several more lists that use our unified document retrieval system in subsequent prompts.
Your predictons will be compared to reality to rate your accuracy. Try to predict accurately. GOOD LUCK!
Please request a document, read, summarize and score. Say something like "C1".
CASK_IN_2 [2025-04-01 15:43:32 -0400] 2 Bytes | 2 tokens | Cum: 722 tkns (9.03% of 8k)
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C1
CASK_OUT_3 [2025-04-01 15:43:39 -0400] 1110 Bytes | 340 tokens | Cum: 1062 tkns (13.28% of 8k)
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Showing C1 (chunk 1 of 7): C1:
**Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named World's Best Flavored Whiskey at Whisky Magazine's World Whiskies Awards**
Date: Mar-27-25 08:37AM
Source: (GlobeNewswire)
URL: https://www.globenewswire.com/news-release/2025/03/27/3050561/0/en/Heritage-Distilling-Co-Cocoa-Bomb-Chocolate-Whiskey-Named-World-s-Best-Flavored-Whiskey-at-Whisky-Magazine-s-World-Whiskies-Awards.html
March 27, 2025 08:37 ET| Source:Heritage Distilling Company, Inc.Heritage Distilling Company, Inc.
GIG HARBOR, Wash., March 27, 2025 (GLOBE NEWSWIRE) --Heritage Distilling Holding Company, Inc.("HDC" or "Heritage") (Nasdaq: CASK), a leading craft distiller of innovative premium brands, announced that its Cocoa Bomb Chocolate Whiskey was named “World’sBest Flavored Whiskey” byWhisky Magazineat the World Whiskies Awards in London, England. Previously, Heritage has wonWhisky Magazine’s“World’s Best
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
CASK_IN_4 [2025-04-01 15:43:39 -0400] 256 Bytes | 63 tokens | Cum: 1125 tkns (14.06% of 8k)
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Heritage Distilling Company's Cocoa Bomb Chocolate Whiskey has been named "World's Best Flavored Whiskey" at the World Whiskies Awards, hosted by Whisky Magazine. The company, listed as "HDC" or "Heritage" on the Nasdaq, has previously won at these awards.
CASK_OUT_5 [2025-04-01 15:43:40 -0400] 984 Bytes | 300 tokens | Cum: 1425 tkns (17.81% of 8k)
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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.
A1 - 2025-03-27T12:59:59Z - Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named 'World's Best Flavored Whiskey" at Whisky...
A2 - 2025-03-27T12:41:10Z - Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named "World's Best Flavored Whiskey" at Whisky...
A3 - 2025-03-14T13:10:20Z - Inc. Names Jennifer Stiefel to Its 2025 Female Founders 500 List | Taiwan News | Mar. 14, 2025 20:50...
A4 - 2025-03-14T13:05:13Z - Inc. Names Jennifer Stiefel to Its 2025 Female Founders 500 List...
A5 - 2025-03-14T13:00:05Z - Inc. Names Jennifer Stiefel to Its 2025 Female Founders 500 List By Investing.com...
Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.
CASK_IN_6 [2025-04-01 15:43:40 -0400] 2 Bytes | 2 tokens | Cum: 1427 tkns (17.84% of 8k)
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A1
CASK_OUT_7 [2025-04-01 15:43:43 -0400] 1098 Bytes | 321 tokens | Cum: 1748 tkns (21.85% of 8k)
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Showing A1 (chunk 1 of 7): A1:
**Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named 'World's Best Flavored Whiskey" at Whisky Magazine's World Whiskies Awards**Date: 2025-03-27Source: {'uri': 'manilatimes.net', 'dataType': 'news', 'title': 'The Manila times'}URL: https://www.manilatimes.net/2025/03/27/tmt-newswire/globenewswire/heritage-distilling-co-cocoa-bomb-chocolate-whiskey-named-worlds-best-flavored-whiskey-at-whisky-magazines-world-whiskies-awards/2081422Marks an unprecedented third win for Heritage Distilling Co. in this prestigious category
GIG HARBOR, Wash., March 27, 2025 (GLOBE NEWSWIRE) -- Heritage Distilling Holding Company, Inc. ("HDC" or "Heritage") (Nasdaq: CASK), a leading craft distiller of innovative premium brands, announced that its Cocoa Bomb Chocolate Whiskey was named "World's Best Flavored Whiskey" by Whisky Magazine at the World Whiskies Awards in London, England. Previously, He
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
CASK_IN_8 [2025-04-01 15:43:43 -0400] 364 Bytes | 79 tokens | Cum: 1827 tkns (22.84% of 8k)
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Heritage Distilling Holding Company, Inc.'s Cocoa Bomb Chocolate Whiskey has been named the "World's Best Flavored Whiskey" by Whisky Magazine at the World Whiskies Awards in London. This marks the third time the company has won this prestigious award. The company, listed on NASDAQ under the ticker CASK, is a leading craft distiller of innovative premium brands.
CASK_OUT_9 [2025-04-01 15:43:44 -0400] 368 Bytes | 99 tokens | Cum: 1926 tkns (24.07% of 8k)
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This is our final list of news.
News AI can literally read just by asking.
Don't miss the breaking news!
B1 - 2024-12-31T13:30:00Z - Heritage Distilling Names Michael P. Carrosino as Chief Financial Officer
Request an article by its reference number. (Ex., "B1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.
CASK_IN_10 [2025-04-01 15:43:44 -0400] 2 Bytes | 2 tokens | Cum: 1928 tkns (24.10% of 8k)
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B1
CASK_OUT_11 [2025-04-01 15:43:47 -0400] 844 Bytes | 218 tokens | Cum: 2146 tkns (26.82% of 8k)
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Showing B1 (chunk 1 of 1): B1:
**Heritage Distilling Names Michael P. Carrosino as Chief Financial Officer**Date: Unknown DateSource: Unknown SourceURL: https://www.globenewswire.com/news-release/2024/12/31/3003123/0/en/Heritage-Distilling-Names-Michael-P-Carrosino-as-Chief-Financial-Officer.htmlHeritage Distilling Company, a leading craft distiller, has appointed Michael P. Carrosino as its new Chief Financial Officer. Carrosino is a veteran finance executive with over 40 years of experience and will be responsible for leading the company's financial operations, managing liquidity, and guiding capital market transactions to support Heritage's expansion strategy.
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
CASK_IN_12 [2025-04-01 15:43:47 -0400] 339 Bytes | 64 tokens | Cum: 2210 tkns (27.62% of 8k)
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Heritage Distilling Company has appointed Michael P. Carrosino as its new Chief Financial Officer. Carrosino, a veteran finance executive with more than 40 years of experience, will lead the company's financial operations and manage its liquidity. He will also guide capital market transactions to support the company's expansion strategy.
CASK_OUT_13 [2025-04-01 15:43:48 -0400] 1067 Bytes | 294 tokens | Cum: 2504 tkns (31.30% of 8k)
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This is our list of SEC filings.
If empty, the search returned no recent filings.
S5 - 2025-01-24 8-K Item 1.01 Entry into Material Definitive Agrmt.
Securities Purchase Agrmt
On January 23, 2025, Heritage Distilling Holding Company, Inc. (the Company) entered into a securities purchase agreement (the Purchase Agrmt) with C/M Capital Master Fund, LP (the Investor)...
S6 - 2025-01-24 8-K Item 1.01 Entry into Material Definitive Agrmt.
Securities Purchase Agrmt
On January 23, 2025, Heritage Distilling Holding Company, Inc. (the Company) entered into a securities purchase agreement (the Purchase Agrmt) with C/M Capital Master Fund, LP (the Investor)...
S9 - 2024-12-27 10-Q Item 1. Fin Stmnts
HERITAGE DISTILLING HOLDING COMPANY, INC. CONS FIN STATEMENTS
Index to Cons Fin Stmnts
Page Unaudited Interim Condensed Cons Fin Stmnts for the Three and Nine-Month Periods ended September 30, ...
Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.
CASK_IN_14 [2025-04-01 15:43:48 -0400] 2 Bytes | 2 tokens | Cum: 2506 tkns (31.32% of 8k)
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S5
CASK_OUT_15 [2025-04-01 15:43:53 -0400] 1098 Bytes | 268 tokens | Cum: 2774 tkns (34.67% of 8k)
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Showing S5 (chunk 1 of 6): S5:
Item 1.01 Entry into Material Definitive Agreement.
Securities Purchase Agreement
On January 23, 2025, Heritage Distilling Holding Company, Inc. (the Company) entered into a securities purchase agreement (the Purchase Agreement) with C/M Capital Master Fund, LP (the Investor), pursuant to which the Company, subject to the restrictions and satisfaction of the conditions in the Purchase Agreement, has the right, but not the obligation, to sell to the Investor, and the Investor is obligated to purchase, up to the lesser of (i) $15.0 million of newly-issued shares (the Purchase Shares) of the Companys common stock, $0.0001 par value per share (the Common Stock), and (ii) the Exchange Cap (as defined below). As consideration for the Purchasers execution and delivery of the Purchase Agreement, the Company issued to the Purchaser, simultaneously with the execution and delivery of the Pu
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
CASK_IN_16 [2025-04-01 15:43:53 -0400] 571 Bytes | 111 tokens | Cum: 2885 tkns (36.06% of 8k)
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This section outlines the entry of Heritage Distilling Holding Company, Inc. into a securities purchase agreement with C/M Capital Master Fund, LP on January 23, 2025. The agreement states that the company can sell up to $15 million of its newly-issued common stock to the investor, subject to certain conditions and restrictions. The investor is obligated to purchase up to the lesser of $15 million of the company's common stock or the Exchange Cap. The company issued shares to the purchaser as consideration for their execution and delivery of the purchase agreement.
CASK_OUT_17 [2025-04-01 15:44:03 -0400] 4118 Bytes | 1123 tokens | Cum: 4008 tkns (50.10% of 8k)
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This is our set of metrics.
Please analyze the numbers.
+---------------------+-----------------------+------------------------+-------------------+
| Volume: 100,282 | Perf Month: -33.44% | Option/Short: No / Yes | Sales Y/Y TTM: - |
+---------------------+-----------------------+------------------------+-------------------+
| Avg Volume: 191.46K | Perf Quarter: -73.73% | Short Float: 0.89% | ROE: -0.70% |
+---------------------+-----------------------+------------------------+-------------------+
| Rel Volume: 0.57 | Index: - | Short Ratio: 0.18 | ROI: -87.00% |
+---------------------+-----------------------+------------------------+-------------------+
| RSI (14): 42.84 | Market Cap: 3.25M | Short Interest: 0.03M | Sales Surprise: - |
+---------------------+-----------------------+------------------------+-------------------+
| ATR (14): 0.12 | Shs Outstand: 5.42M | Beta: - | EPS Surprise: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA20: 8.36% | Shs Float: 3.87M | Sales Q/Q: -15.00% | P/E: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA50: -33.55% | Inst Own: 2.80% | Sales past 5Y: - | Earnings: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA200: -61.36% | Insider Own: 18.20% | Employees: 79 | |
+---------------------+-----------------------+------------------------+-------------------+
| Perf Week: 2.74% | Insider Trans: 8.92% | Debt/Eq: - | |
+---------------------+-----------------------+------------------------+-------------------+
The next section covers any insider trading.
If this section may be blank due to no recent filings.
Inside Trans: Heritage Distilling Holding Company, Inc. (CASK) by Varga Andrew M. (Unknown Title) on 2025-02-14
- Common Stock: 47500 shares at $1.23 (D)
Inside Trans: Heritage Distilling Holding Company, Inc. (CASK) by Marker Beth A (SVP of Retail Operations) on 2025-02-13
- Common Stock: 8500 shares at $1.1686 (D)
Inside Trans: Heritage Distilling Holding Company, Inc. (CASK) by Stiefel Jennifer D H (President & Secretary) on 2025-02-07
- Common Stock: 2450 shares at $1.23 (D)
- Common Stock: 2916 shares at $1.2 (I)
Inside Trans: Heritage Distilling Holding Company, Inc. (CASK) by Stiefel Justin B (CEO & Treasurer) on 2025-02-07
- Common Stock: 2916 shares at $1.2 (D)
- Common Stock: 2450 shares at $1.23 (I)
No transactions recorded.
Inside Trans: Heritage Distilling Holding Company, Inc. (CASK) by Varga Andrew M. (Unknown Title) on 2025-01-14
- Common Stock: 5000 shares at $1.27 (D)
[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A
[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): N/A
Net Income: N/A
Earnings Per Share (EPS): N/A
[Price Metrics - Last 30 Days]
Latest Close: 0.5899
Average Volume: 290796.59
30-Day High: 0.9
30-Day Low: 0.472
No detailed financial data available.
==== END OF FINANCIAL REPORT ====
You are now requested to make a summary analysis.
Save explaining why you didn't have enough information for the final survey.
Now, complete this report with the following:
1) Brief Summary: explain your findings in succinct wording.
2) MARKET_SCORE: If you calculate a 92% likelihood of an upward moves, say: MARKET_SCORE[92]
3) PRICE_TARGET: If you think the high today will be 50% higher, add to the price.
Eg., If the current price is $5.00, add 50%. Thus, PRICE_TARGET[$7.50] -- It should be at or above the current price.
4) Provide a thought-provoking take, 6-10 words, to use for the headline of this news story.
Like this: AI_RPT_HEADLINE: [6-12 words headline for news story, distilled from summary]
1) Brief Summary, 2) MARKET_SCORE, 3) PRICE_TARGET, and 4) AI_RPT_HEADLINE
CASK_IN_18 [2025-04-01 15:44:03 -0400] 1306 Bytes | 259 tokens | Cum: 4267 tkns (53.34% of 8k)
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1) Brief Summary:
The performance of the company is concerning, with a significant decline in performance over the month (-33.44%) and the quarter (-73.73%). The average volume is relatively high, but the relative volume is low, indicating less interest from the market than usual. The Return on Equity (ROE) and Return on Investment (ROI) are both negative, revealing potentially poor management of internal resources and the inability to generate returns from investments. Additionally, the company's short interest is low, indicating that there is not a large expectation from the market that the company's stock price will decline. The company's share price is fluctuating, with a negative SMA50 and SMA200, indicating a bearish trend. Insider trading suggests some level of confidence among insiders, but this is not mirrored in the overall performance metrics.
2) MARKET_SCORE[42]: Given the negative performance metrics and the bearish trends indicated by the moving averages, the likelihood of an upward move seems relatively low.
3) PRICE_TARGET[$0.88]: Given the current price and considering the negative performance metrics, a modest increase of 50% seems unlikely but it would be the optimistic target.
4) AI_RPT_HEADLINE: "Bearish Trends and Negative Performance Shadows Company's Future".
CASK_OUT_19 [2025-04-01 15:44:07 -0400] 676 Bytes | 167 tokens | Cum: 4434 tkns (55.43% of 8k)
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Finally, if more data could have improved your confidence which would you have chosen? **Choose one option:**
-> X0 <- Nothing more would have helped my analysis
-> X1 <- More stock-specific news
-> X2 <- More SEC filings (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes
-> X3 <- More SEC Insider Trading (Form 3, 4, 5) Direct buys/sells from executives and institutions
-> X4 <- Broader sector & market news
-> X5 <- Your past analysis on similar companies (specify metrics)
-> X6 <- More financial metrics
-> X7 <- Your past analysis on this exact company
-> X8 <- Something altogether different (explain...)
CASK_IN_20 [2025-04-01 15:44:07 -0400] 377 Bytes | 77 tokens | Cum: 4511 tkns (56.39% of 8k)
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As a financial analyst, I would choose -> X2 <- More SEC filings (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes. This is because these filings provide comprehensive information about a company's financial health, risk factors, and significant business changes. They are a reliable source of data and can greatly improve the accuracy of financial analysis.
CASK_IN_21 [2025-04-01 15:44:07 -0400] 126 Bytes | 29 tokens | Cum: 4540 tkns (56.75% of 8k)
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[2025-04-01 15:44:07] # Analysis Completed
Elapsed Time: 35.86 seconds