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Jones Soda Co. (JSDA) Message Board

  • bhuston77 Aug 8, 2013 4:21 PM Flag

    Actually, a really good report!

    Revenue should expected to be down given that Jones trimmed their product line-up and discontinued several products. Revenue is up 38% quarter over quarter and earnings are break even…only a $95k loss. That’s huge. Cost containment is validating and proving that this company is an ongoing concern. Q3 should be profitable and dilution is off the table. Nice quarter!

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    • Quarter over quarter revenue increase is expected considering what quarter we are in and coming out of.

      Cost containment is proving they can run a lean ship. There's nothing wrong with that. But, now assuming going forward we are at the sustainable margin levels, let's begin doing some of the math as to how much we need in sales to turn into profit, to give us EPS and a reasonable PE as a result. With about 40 million shares outstanding, it's going to take quite a bit of revenue growth to come up with reasonable/acceptable numbers going forward.

      How much more quarterly revenue is required to get to say $1 million quarterly profit (2.5 cents/share)? I think we're looking at something maybe like a 50% to 75% increase in sales. What would you say? How long does it take to get to that revenue level?

      • 3 Replies to o08o.ugh64w
      • brentmasters Aug 8, 2013 5:07 PM Flag

        5 new sales people (she called them "junior" are on board now and 1 of those was the high producer last quarter. Did I hear that right? It wasn't clear how much of an increase this was over the past sales numbers but if 3 of the other 4 can get rolling and then invest in 5 more, you keep building territories out. Profitable growth, we're not trying to take over Coca-Cola.

      • Face it, Jones' revenue is never gong to increase exponentially as long as their product cost is competitive to beer and wine. I'm not going to buy a $2 bottle of soda just because it has a cute or funny picture on it. They have a good product. If they focus on that instead of silly labels, I'll remain long...

        Sentiment: Buy

      • bhuston77 Aug 8, 2013 4:55 PM Flag

        Revenue decrease yoy 19% is roughly the same as Q1. So they've scaled back while focusing on expense containment and cash management. Obviously the plan has focused on cost containment. Per the CC going on right now JSDA was cash flow positive in Q2...if I heard that right. No draw down on credit and cash and cash receivables are suffcient for the rest of the year. Keep in mind the Fiat promotion ramped up in Q2 but fruition will happen in Q3 and results will have to wait until Nov. Personally, I don't see any reason why today's call and release doesn't push the stock over a $1. Really positive release and call.

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