SodaStream sold 950,000+ soda makers in Q2 2013, without a bulk order from Sam's Club and only 150+ Costco doors. Now forecast what you think they will do for Q3 2013 with those two retailers likely maximizing order for holiday inventory build, another 3,000+ doors that are understood to have been added thus far during the year and add to that what you believe they added during Q3 2013. Just something to consider.
excellent observation. Now let us add the possible announcement that Kroger's and another major supermarket chain will announce they have entertained into agreement to market Sodastream machines in all their stores nationwide. Let us then see the shorts loss their shorts!
Good input. I have a question. The big boys should also know this why aren't they making a move for add't investment in Soda. I agree with what you say and we know Soda will deliver but you would think it would start it's move . Have a good day.
my take is this is about perception. The big boys grew up in the Pepsi and Coke generation. They cannot accept that a new model has emerged in the way people drink soda. It is hard to change that perception. If you can make a soda that tastes exactly like Coke or Pepsi without the hassle of lugging the bottles and then having to dispose of them, that is cheaper, that is environmentally friendly, why would anyone want to continue with that model? I have been converted with the new model. It will take time but it will happen because it is happening. Theses analysts are Johnny comes llately's..
You mean and bid against themselves and have the stock go up in price on their cost basis (look at the volume)? That's not advantageous to them. I think this is one of the fundamental aspects of a small float you are not recognizing as problematic for big investors. Those guys know what they are doing, they know how and when to buy imo. I would argue that the time is upon us, but what can you do. Price is holding the multiple it should if yo go by last year's multiple. So if all holds according to last years chronology of share price appreciation, November through January should be promissing.