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SodaStream International Ltd. Message Board

  • goldenseth@ymail.com goldenseth Jan 15, 2013 8:15 AM Flag

    Capital Ladder vs. Stifel Nicolaus FY2013 Report Article

    It will soon be published on Seeking Alpha, but if you desire to see it today it is published on the capitalladdersdotcom site home page under latest articles or daily articles. In the article I poke holes in all Jim Duffy's analysis as he is calling for 11% growth in revenues for 2013. His analysis is the most bearish on the street to date although he has been forced to take up his Q4 2012 and Q1 2013 numbers. I hope you all enjoy the article and give it thorough consideration as a portion of your due diligence. Good luck SODA longs!!

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    • Nice report!!! Even though I believe they will grow top line about 40% next year on a global basis. OK 37% is my lowest estimate...We get this QVC special or 24 hour special on HSN I will update my number.....

      • 2 Replies to tejdem1
      • markjackson597@rocketmail.com markjackson597 Jan 16, 2013 8:34 AM Flag

        Very nicely done Seth, respectful yet definitive and direct!!!

      • goldenseth@ymail.com goldenseth Jan 15, 2013 8:52 AM Flag

        Here's the good news Tej, Q1 should be a blowout based on YOY comps. Sold 684,000 machines in Q1. You know the equation right? 60,000 doors X 12 weeks in a quarter. Based on this equation if Soda continues last year's average of 1.3 units sold per door/week they will effectively sell 936,000 units in Q1 and blow last years Q1 of 684,000 out of the water. That is why all the analysts have effectively raised their Q1 estimates. It's laughable! So maybe 25-35% is plausable, but I have no confidence that the company will guide beyond 30%. Be well fellow SODA long!

 
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