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SodaStream International Ltd. Message Board

  • rlolsen_1999 rlolsen_1999 Aug 19, 2013 2:50 PM Flag

    Lets speculate a little more on GMCR

    Lets speculate the worst case scenario that Green Mountain wants to get into Soda's business and they have an aggressive plan of attack. What's the first thing that KO or PEP will do. First it will catch their attention. They don't want this Soda business to grow to fast without a plan of attack to keep their huge business in tact. Discourage GMCR. How would they discourage that , buy Soda. Once they own Soda they can control how fast that business would grow and no one would want to compete with the gorilla, except for the other gorilla. I think you might want to dust off the PEP or KO takeover it will be coming around the corner. The concern of the bottlers is a mote point.

    Sentiment: Strong Buy

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