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SodaStream International Ltd. (SODA) Message Board

  • drjohnlong drjohnlong Jul 18, 2013 9:33 AM Flag

    Seth

    I really appreciated your review of the home carbonation business and agree with every point. Soda has a moat in CO2 that can't be overcome.

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    • goldenseth@ymail.com goldenseth Jul 18, 2013 9:59 AM Flag

      Most welcome DrJ. I wish everyone understood it the way the business is factually operated and the relevance of the CO2. Please also take note that (and I think we all share this opinion to one degree or another) it would be a good thing if GMCR got into the business, a good thing for SODA at least. I did clearly indicate that in the report. However, unfortunately our friends on the GMCR board don't take to kindly to factual representations. Oh well, I only aim to deliver the facts in most instances. If there is a good counter argument I'm always open to hearing it. I received SODA's response to the newsletter yesterday and about 20 minutes ago I received one from GMCR.

      "We file for trademarks for multiple reasons which is a part of doing business. Most of these trademarks will not result in marketable production unless we feel there is a meaningful market to address and we can do so competitively and in the best interest of shareholders. While we can't comment directly on your article, we can only ask that future articles present other aspects of our business that have been in operation for over a decade.

      With regards to hosting your party in October, we will communicate the schedule 30 days prior to your party's arrival. The link below outlines your party's points of correspondence".

    • Seth, That's the part that too many just don't get. SODA has a lock on CO2. If GMCR or anyone else builds a machine, that broadens the market and increases consumable sales for SODA, and the margins in CO2 are terrific.

      Sentiment: Strong Buy

 
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