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SodaStream International Ltd. Message Board

  • bj12blue bj12blue Jul 1, 2014 3:20 PM Flag

    Going down to the wire on a new low(33)...

    I am just watching this unfold. I believe fair value for this stock is no more than 30. At least, until SODA can show they can reverse the slide in US sales.

    glta

    s

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    • "reverse the slide in U.S. sales"...................................................Up 16% is hardly a slide. Secondary int'l Market sales growth of 30-40% must be an "avalanche". "soda will be in the $20's very soon".......Do u realize Soda trading in the "$20's" represents a Market cap of less than 1 times sales. A 1 x sales valuation for a 16% grower is extreme deep value! Especially for a co. with a recurring revenue stream biz model. Soda does NOT begin each Q hoping to sell tractors or widgets to succeed. The recurring Revenue stream is extraordinarily beneficial to soda's stability,visibilty & continuity of success. Those that are negative have no clue. I don't even think they recognize share price multiplied by shares outstanding determines a co.'s current $$$ value. Soda has 20M shares outstanding...multiply 20m with the current share price to determine soda's value at any given time. Spewing out "going into the $20's" based on current fundamentals is as silly as saying soda is worth $10 Billion today based on a 2% u.s mkt penetration going to 20%. The difference is..............assuming slowing GROWTH in the U.S. market (offset by int'l increased growth) based on today's facts are a real time valuation assessment. We are officially a "deep value" growth play at soda's current price with a huge potential kicker to the upside.

    • Soda will be in the 20's very soon. This trend of hitting new lows every other day will continue, wall st has spoken. Either put up or shut up, if soda misses earnings next time which I believe it will certainly will drop the PPS. Period

      Sentiment: Strong Sell

 
SODA
14.47+0.32(+2.26%)May 4 4:00 PMEDT