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SodaStream International Ltd. (SODA) Message Board

  • drjohnlong drjohnlong Jan 2, 2014 8:33 PM Flag

    Martin

    NPD from 2012 would of course show massive gains because Soda had just started selling at Wal Mart.

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    • Relative to what?
      If what was being measured was the increase from a couple weeks in the previous quarter versus 13 weeks in the latest quarter, well that makes no sense as a comparison. So, if management claims that they are seeing 290% increases from one quarter to the next, sooner or later that needs to show up in the actual sales figures or we're being duped.
      I'm a trained accountant, so I know how changes in inventory levels and sales shipments being delayed a few days can affect the financials, but telling us something suggests much better sales than indicated by the financials and then not performing creates a distrust for the management that will likely never be overcome until new management takes over.
      This is about maximizing returns to shareholders, not greening the planet or doing perfect back flips.
      These guys need to put an end to this control by a small group of hedge funds and they need to get the stock price way up from here.
      If they can't, they need to be gone. It's that simple.

 
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