Very good discussion on this topic. Thanks everyone for your input. My takeaways are. Still strongly agree Soda is a great company to invest in. Believe the CEO knows what he's doing. Will continue to grow at a high rate. Need to understand Cott's business better. Last qtr margin is non existent but forecasts show improvement. Also hedge funds are getting out of Cott. So I have many questions. And finally on the board we agree and disagree on a Soda US plant . Have a good day everyone. .
Blue is right guys. Soda has been in a lawsuit with the German government for the last 3 years on taxes. They manufacture syrups in Germany for certain parts of the world, but never paid the German taxes. It's in the annual filing I believe. Soda has won most of the years of the lawsuit but some years remain open in the lawsuit.
I know I'm right Izzy, but thanks anyway. I just find it funny when those who think they know a little bit about a little bit speak so demonstratively of me...and then get slapped down. Drjohn haven't you damaged your reputation enough today with your posts? Seriously, you don't what you're talking about although I wish you did.
Maybe sometime down the road, but with 1% market penetration and the partnership with Cott I don't see it happening this year, but I could see it happening down the road if they get close to 10% + US market pen