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Jones Soda Co. (JSDA) Message Board

  • who_gnu_1235 who_gnu_1235 Jul 4, 2013 10:05 AM Flag

    Call me crazy

    I notice recent posts with "favorite team" approach. Either JSDA or PLSB, JSDA or AFFY. Call me crazy but I think its possible to own them all. While I have major JSDA holding, I also have modest AFFY holding and may look to buy PLSB on dips (it had gotten ahead of its, its consolidation is good). AFFY will do nothing for a while, then one day there will be an announcement about OMONTYS which will result is huge move one way or another. I'm willing to take the risk.

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    • I would consider REED vs PLSB. I have a large position in REED and just added before and after the breakout last Friday. REED already has 30MM sales last year and with K should pull close to 40MM this year.
      Their de riguer ginger and virgils have 98% penetration in natural food stores but only 25% in grocery. K is just in its infancy and put's them in a strong position for accelerating rev growth, considering their other products have achieved 25% CAGR for 3 years straight. The margin of safety is infinitely higher than pulse's given their current valuation and metrics. Obviously I am biased but the chances for long terms success is extremely high with REED's whereas pulse's sell through is very much in question. K is a 500MM biz and REED is on track to be number 2 player. K market is also rapidly growing whereas functional lemonade is gimmicky and non competitive in price with their market.

 
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