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SodaStream International Ltd. Message Board

  • financescience financescience Oct 27, 2013 9:06 AM Flag

    SETH GOLDEN & CAPITAL LADDERS

    Met with soda execs during their "quiet period" right before earnings: this makes both seth golden/capital ladders and soda execs in violation of some major sec rules: this has been reported to the sec

    Sentiment: Strong Sell

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    • I have neither the time nor inclination to explain to you why you are wrong, but you are plainly and fundamentally wrong.

    • Beat it nerd. When is your QQP?

    • One of the investor relations issues that companies often struggle with is the “quiet period.” Here I’m not talking about the SEC mandated quiet period related to IPOs, other public offerings or around the release of lock-up agreements. Those all have defined legal parameters and lines drawn around what companies can and can’t do. I’m referring to the quarterly quiet period – where individual companies determine if, when and how they want to stop talking to the investment community as they approach the end of the quarter.

      The quarterly quiet period is one of those gray areas that investor relations is famous for, and there is certainly no one-size-fits-all approach for companies. The fundamental principle behind the quarterly quiet period (or QQP) is straightforward. At some point around quarter end, management has knowledge of the company’s quarterly performance. So investors start calling in the last two weeks of every quarter and asking “How are things going?” They want to get a read on upcoming results through tone and demeanor. As a result, over time, companies began to institute a quiet period with the Street to avoid taking these calls. Makes sense, right? But how does each company handle its QQP? That’s where things start to get a little fuzzy.

      • 1 Reply to financescience
      • Companies have adopted different QQP approaches because there are no legal mandates. First off, when does it start? Some companies – particularly in the technology space – opted for QQPs to commence two weeks before the quarter ends. The thinking behind this is that they tend to have a hockey stick revenue model where sales are heavily weighted to the end of quarter. Some will say it starts in the last month of the quarter and some at quarter end when their books are finally closed. Others have no clear delineations on timing – it really depends on when management has a good sense of the quarter. For every company that has a QQP, it runs until financial results are finally announced. Practically speaking though, that means some companies may technically be in a quiet period as much as seven weeks or more every quarter, which is cumbersome and can hinder open communications with the Street. That means more than half of the year they can’t talk to investors!

        The next big question is what does a QQP mean to an individual company? Again, it’s a potpourri of answers. For some companies, it means full radio silence – no conferences, meetings or investor phone calls during that period. The problem with this communications shutdown approach – particularly with small, underfollowed companies – is that it doesn’t curry you any favor with the Street and clearly inhibits your visibility.

    • johnlastnameq@rocketmail.com johnlastnameq Oct 27, 2013 9:19 AM Flag

      i'm sure Seth would say, go right ahead!!

      • 1 Reply to johnlastnameq
      • SodaStream met with Barclay's too so you better add that to the list you GMCR loser! Just because they meet with management DOESN'T mean they divulge any material information you JOKE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! A GOOD analyst will ask the right questions to draw CONCLSUSIONS!!!!!!!!!!!!!!!!!!!!!!!! I dispise retail losers like this C?HIC!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

 
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