Why ?? He's short a company actively harming humans .. and .. long a company actively improving the health of humans. Smart and responsible guy.
Dan is excited about the "Ultimate" .. "it's coming and it's going to change the landscape and we can't wait to show it" per the CC transcript. Then commercial production of the 'one touch of the button' product has started .. then you got the machine that can bubble any liquid (but no solid) ...
We'll see how any of the above trumps where GMCR currently stands .. or which of the above tickles Nooyi where it counts and makes her scream ....
I don't know who will:
1) take a stake in SODA
2) takeover SODA
But, what I do know is:
3) that SODA has an incredibly profitable main business Co2 refills
4) Which is in 45 countries.
5) Which is a PLAY on the STRONGEST growth area in Beverages= Sparkling/enhanced water.
6) With appx. 9 million active users
7) with 17% growth year over year in Q4
That SODA EV/GROSS PROFITS RATIO = 1.5
GMCR EV/Gross profits ration = 10
Hint: LOWER EV/GP RATIO is BETTER
SODA is a TAKEOVER CANDIDATE
Management and BOD have NO defenses or credibility.
Because shareholders have NO faith in their abilities
Well, there are nothing but MORONS here
Because they don't SNIFF the CO2
But, are you NEW?
I should be HEARD
But the MORONS don't LISTEN!!!!
To YOU either!!!!!!!!!!!!!!!!!!!!!!!!
No one is more Nutty than you...Maybe except for the one who has no name...The great "no trader" Trader...Who's name we cannot utter here...Night, Honey bun.
I find it interesting to see that the same hedge fund manager (Whitney Tilson) that brought down LL with recent 60 minutes piece ... happens also to be Long in SODA.
good point - but the other main player is already working with GMCR. Let's keep this rumor in mind and see if there is any development on this front
You're more NUTTY than me
Do you SNIFF CO2?
That's how these MORONS, like you, don't understand
You're an IDIOT like the rest of them here.
I buying my last 5,000 common in the morning session. Which will give me my 15,000 that I can trade around my core. This is another one that Atty hated that I bought $1.50 ish and sold near $6.00 PPS. Most if not all bad news behind the stock and forward sales/partnerships seem very bullish. GL
And please do not mention me with (you know) in the same sentence or post every again. I'm to cool to be
plug in with that old dude.
OMG. As Chair, board of Directors, I see this is a company we want to buy. Decreasing sales, decreasing gross margins, change in consumer tastes... What are you ? Some kind of idiot?
Sentiment: Strong Sell
BOBE. I've been watching it for a year. It sold off 25% yesterday and I pounced. Thinking it will recover over the next few weeks. Will likely split off real estate into a REIT. Could convert to a franchise model. Just a matter of patience.