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SodaStream International Ltd. Message Board

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  • steve.kandalam steve.kandalam Aug 11, 2011 6:31 PM Flag

    Same Type of Thing Happened To GMCR

    But they guided in Line- not down.Obviously the CEO bungled this badly- he could have couched his language. The more I think about it the more sickening it is- a 20$ demolition because the CEO refused to guide higher- what does oppenheimer have to say- they put a target of 80 per share- will they now bring back their price down-just because the CEO guides in Line(Not down- mind you).This is totally BS and rigged!

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    • He was talking about arithmetic not growth. That was a mistake. Jews are always afraid they will get in trouble for making a mistake. He was so afraid to overstate his case for success he didn't realize that was a mistatke.

      • 1 Reply to martinitony
      • "Jews are always afraid they will get in trouble for making a mistake."

        You should probably give up investing, or any other activity that requires intelligence. Nice generalizing. There may be good reasons,or bad, to invest in SODA, but I think your reasoning misses the mark a bit. Perhaps when Facebook goes public and starts growing and you'd like to invest in a great company, you'll refrain because Mark Zuckerberg is a guy who's afraid to get in trouble?

        You're an idiot.

    • Yes but no. 30% growth annually is in line except that they ran at a 40% pace in the first half. Therefore a decline to 20% growth rate in the second half of the year (which SODA did not dispute) from a 40% growth in the first half of the year does not endear a high multiple company to the street. In other words, based on second quarter results the street would have expected SODA to raise their full year growth rate which they didn't. Without revising full fiscal year growth rate Soda mgt. let the analysts walk away with this growth picture -

      Q1 - 53%
      Q2 - 38%
      Q3 - 20%
      Q4 - 20%

      Not a very exciting picture to say the least.

      If 3rd quarter results significantly beat a 20% growth rate and the outlook is revised upwards, things will change for the better. This is very doable IMO as the US sales segment becomes a larger and larger percentage of overall sales.

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