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SodaStream International Ltd. Message Board

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  • Reply to

    New Flavors

    by morgamax Aug 11, 2015 11:39 AM

    True, and less sugar, but still some nice flavor. Makes sense. But others are squawking about the pricing, and SODA may lose some uber cost conscious cola drinkers. Seems they're willing to do that. I'd price the legacy colas in the new, fancy bottles at $4.99 per .. what the heck .. you'd make it up on the gas ...

  • Reply to

    New Flavors

    by morgamax Aug 11, 2015 11:39 AM

    It is possible based on this experience that you get more servings per bottle and therefore less ¢ per serving or more liters per bottle

  • Reply to

    New Flavors

    by morgamax Aug 11, 2015 11:39 AM

    Not out here yet, but I'll certainly pick up a couple. I'm sure they'll be too sweet for me too. But just add a touch to each glass, and I'm sure they'll taste delightful. SODA is just fine with sparkling water addicts .. but, as you say, get some to buy some syrups now and then .. and get new users on board with natural, tasty syrups .. all good and incremental.

  • I tried a couple of the "Fruits" flavors. The flavor and aroma are great but they still are too sweet for my taste. If I use about half the syrup then its perfect. I have owned a sodastream for years and drink sparkling water all day long. This is the first time I ever bought syrups. I'll probably buy more in the future. I guess this is what management was going for - get the sparkling water addicts like me to buy a syrup bottle every now and then. And I also use more carbonation when adding syrup. I bubble lightly when its just water but want more when adding syrup. Anyway, who else has tried the new syrups?

  • Reply to

    Any Pumpers Out There "Buying More"?

    by rpkol44 Aug 10, 2015 3:08 PM

    Still waiting on the new flavors.... If they are fantastic, then I'm a buyer.

  • Reply to

    Live VPR

    by goldenseth Aug 7, 2015 3:08 PM

    Sorry but I was taking a dump at noon, probably was more interesting.

  • Reply to

    Any Pumpers Out There "Buying More"?

    by rpkol44 Aug 10, 2015 3:08 PM

    and the reason for that is GMCR is teaming with COKE to do their version of SODA. This will kill SODA stock.

  • Reply to

    Here is what Sodastream SHOULD have done

    by joeblondguy Aug 9, 2015 4:09 PM

    If I'm not mistaken, they're selling buckets of the cola mix on the sodausa website for pennies on the dollar in the old version. So, not only old model pricing, but liquidation pricing on that. $2.99 per 12L mix bottle. Load up, put it in the fridge/freezer.

  • Reply to

    ROTH DEGENERATES & SODA... for shame

    by nmnmike Aug 7, 2015 2:32 AM

    Regarding what just happened to AXP versus SODA or what could happen to any other stock...call this a lesson in study.

    Like SODA reported continued bad earnings AXP did so also, there are some notable differences like one company pays a dividend with some other notables but not really sentient to this opinionated conversation...the point is AXP reported relatively bad earnings with a dropping market, then last Friday a little after 1 PM it's suddenly leaked as an Outlier that Value Act Capital Fund was going to take a 5% stake in the company...clearly this was an effort to shore up a losing position for somebody important and the SEC should instantly place Value Act under investigation...my guess/opinion is that both Value Act and AXP have already quantified any legal actions / proceedings with any possible fines as an acceptable cost of doing business with no real repercussions because we already know the SEC is toothless when it comes to taking on larger firms that mean anything...

    SODA on the other hand has already had a few of these "short squeeze events" and the SEC is wise to them.

  • Reply to

    Here is what Sodastream SHOULD have done

    by joeblondguy Aug 9, 2015 4:09 PM

    'for the same price as before' .. or less .. no biggie as long as you're buying Co2. But you really should stop imbibing anything (SODA or any other) that contains artificial colors or flavors or sweeteners .. for your own health.

  • Reply to

    Ok let's do the math on the new mixes

    by joeblondguy Aug 8, 2015 8:31 PM

    JoeB. In order for Sodastream to survive, they need to target customers who appreciate Soda's many benefits, freshness, ease of transport, less plastic waste and customization. Sodastream must ask a premium because it is a niche business. They already found that the Wal-Mart demographic is not prepared to adopt the system. Until Sodastream can massively increase volume, they will expect the "early adopters" to pay more. I say "early adopter" with tongue in cheek as it has been 5 years. But the vast majority of the market doesn't even know about Sodastream thus we current users are still early. Only much greater market penetration and revenues will allow price declines. Meanwhile, order your syrups from Amazon or somewhere you can get a volume deal.

  • Longtime shareholder (small position). Ph 2 Alzheimer's trial showed treatment was 4x better than the standard of care. They have a different trial design and mechanism for treatment than others. Early indication is that it's working,..this market is worth billions. Ways to go, but trading at $1.30 and under the radar/undervalued at this point. If you have dry powder, may want to consider this ground floor opportunity. Lots of due diligence found on ihub page too if interested.

    http://seekingalpha.com/article/3407276-premarket-biotech-digest-part-2-my-top-biopicks-2015-performance-anavex-biggest-mover-multiple-earnings

  • Reply to

    Ok let's do the math on the new mixes

    by joeblondguy Aug 8, 2015 8:31 PM

    The ingredients of SodaStream Cola before the repackaging: Sugar, Water, Caramel Coloring, Phosphoric Acid, Natural Flavor, Acesulfame Potassium, Sodium Citrate, Caffeine, Sucralose.

    The ingredients of New SodaStream Fountain Style Crafted Cola : Sugar, Water, Caramel Coloring, Phosphoric Acid, Natural Flavor, Sucralose, Caffeine, Acesulfame Potassium.

    The difference between the two ingredient lists? They removed Sodium Citrate...which is an acidity regulator.

    The number one ingredient is still sugar and it still contains two artificial sweeteners (although the new formula uses less Acesulfame Potassium and more Sucralose).

    They're charging 72% more per serving for essentially the same product in a new fancier bottler.

  • Yesterday. I see (seth?) one dozen gas exchanges happen, 4 new canisters purchased, 2 machines sold (4 others sold before I arrived), and 10 flavors (old ones, including Naturals and SGs, in clearance for $3.99 each) grabbed. Store is out of white Sources, and the manager was putting on display some of the 36 Splashes (not the old Plays) he had just ordered. Check-out guy said he himself does 15 exchanges during his 5-hour shift .. and check-out lady says the store does more than a 100 exchanges each day .. I can see that easily on a Sat and Sun, but not on a Tuesday. And I have never seen a Keurig hot sold or any of those pods .. I keep my eyes open. Bottom line here .. SODA is on a roll with bobby in the SF market .. one of 3 roll-out markets.

  • Reply to

    Ok let's do the math on the new mixes

    by joeblondguy Aug 8, 2015 8:31 PM

    Could you do the math on the Keurig Kold? I think cost-sensitive Sodastream Cola Free users will be switching over to the Kold. Note, 33.814 ounces per liter.

  • Reply to

    Ok let's do the math on the new mixes

    by joeblondguy Aug 8, 2015 8:31 PM

    Your math and your logic are both correct.

  • Reply to

    ROTH DEGENERATES & SODA... for shame

    by nmnmike Aug 7, 2015 2:32 AM

    It's easy once broken down to the lowest common denominator" 'once broken down this way the trader realizes a POS in motion tends to remain a POS in motion...

    U'r job as a trader is to find the biggest ,easiest, POS's in motion currently in time frame zones with a catalyst using over 50% statistical analysis, money and risk management then trade them.

    For instance SODA is a POS with the catalyst of earnings now in post Earnings drip with the odds and statistics to test lower pricese. However when measured against the likes of another POS like UBNT it becomes the simple question of which one gets your biggest attention with the largest chunk of available trade capital upon expectancy and which trade triggers first then once chosen manage the trade best you can. Hope that helps.
    MTMM

  • My advice to you .. avoid anything math related on a going-forward basis ....

  • Reply to

    when are the earnings ?

    by arhaik Jul 30, 2015 7:36 AM

    I can't say I'll enjoy them, but I do have my bag. I'm throwing my SODA bindle over my shoulder and heading into 2016.

  • Reply to

    when are the earnings ?

    by arhaik Jul 30, 2015 7:36 AM

    Enjoy the earnings, bagholders !
    (not related to papakoz who has answered my question in an intelligent way)

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