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People's United Financial Inc. Message Board

dogma_blade 57 posts  |  Last Activity: Jul 12, 2016 11:37 AM Member since: Feb 16, 2010
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  • dogma_blade dogma_blade Jun 24, 2016 11:38 AM Flag

    Bad mouthing something without knowing any of the facts? what a shock!!!

    10th grade business class say's that this might be a bad promotion if Jones soda has to pay for the car at even a discounted price, on the other hand if their partner Fiat is providing a free car to be used in the promotion it appears to be a great deal for Jones as it seems as though they are only required to promote the contest on their websites and not pay for any major external advertising.

    Years ago I was involved with a company that gave away an El Camino filled with outdoor gear in one year, a Harley in another and we gave away free items to performers to wear in an attempt to build awareness of a brand. These approaches were much cheaper, had longer impact and had more bang for the buck than traditional adds when handled properly.

    Do you know whether the car was provided free of charge by Fiat or not?

  • Reply to

    they are going to some 7-11s near them

    by netprophecy2 Apr 28, 2016 2:36 PM
    dogma_blade dogma_blade Apr 28, 2016 10:50 PM Flag

    So what you are saying is that you do not know what their program is, but like a good little internet troll are reacting to one post on a social network.

    Of course you are pulling unicorns out of your #$%$ again.
    100 ambassadors working daily, getting minimum wage (not very likely) it would come to 10 an hr adding in the companies portion of retirement medicare and processing expenses.
    100 people, 4 hrs a day 5 days a week times 10 an hour comes to 20,000 dollars a week before signage or sampling.The man power cost would come to 240,000 for the quarter.All an ambassador has to do is give out 30 dollars an hour in samples (60 bottle at wholesale) and you are coming up on a million dollars for the quarter.

    Do you really think that is the best use of their cash at this point?

    It is real easy to try and blow a unicorn out of your #$%$ if you do not have to worry about expenses.

    Where should the money come from???

    I know they should be a multi billion dollar company with millions to launch an extension of Mountain Dew, but they are not. If you whined this much in a real business you would be marginalized faster than you would know what hit you as no one wants to listen to a whiner while they are trying to execute withing the reality that they have too.

  • dogma_blade dogma_blade May 23, 2016 6:16 PM Flag

    If share went up only 30% in 14 years but stockholder equity rose 2.8 billion the big question is whether it was due to dilutive stock sales or generous stock grants to company insiders because the stock holders saw 12% of a 2000% gain.

    I find it funny that someone thinks the rasm situation was a management choice. For awhile these guys and Alaska air were able to grow capacity faster than the industry without and consequences. Now that all of the extra capital has shored up many companies balance sheets capacity growth hit double digits for the whole industry.

    If capacity growth continues at double digits the whole industry will get hit, just like oil. The best managed oil companies are surviving but not making much hay as pricing power has disappeared.

    Demand growth low single digits accompanied by supply growth of double digits leads to oversupply.

    I have been in this stock since the low eights 2 years ago and for the second time I am posting about having made a mistake holding on too long, but I am hoping the numbers in the busy part of the season will cause the stock to run up going into the second half of the year, but if capacity continues to grow faster than demand industry wide I might have to get out and take what the market gives me.

    The pop has happened too many times in the past and at some point will probably happen again.

  • Reply to

    Debt increased to 4.1 million

    by nuttierthansquirrellshiat May 5, 2016 8:45 PM
    dogma_blade dogma_blade May 5, 2016 10:11 PM Flag

    total current liabilities is not the companies debt. HAHAHAHA

    They actually paid 4 thousand down on the line of credit.While and increase in ap and acrual raised the total current liability about 600 thousand from the end of the year the inventory and ar increased enough to raise total current assets over 700 thousand.Looks as though things did better than anyone expected for just the first quarter.

  • dogma_blade dogma_blade May 17, 2016 3:39 PM Flag

    That's funny, this was the first call that he appeared to give credit to some of the new hires.

    He gave credit for adding a new co packer that he did not think they would need at the time but ended up needing, he gave credit for the improvements in efficiency and the cost savings at the plant using the old equipment and even admitted that one of the questions at the end of the call was going to to make one of the new guys happy.

    He did not threaten to drop any bottlers or bad mouth any partners or competitors.

    From what they were saying it sounds as though the revenue run is a little below last year but could catch up or even pass the 12 million if the product turns over the way it did last year.Not quite sure where someone got 10 million for the second quarter on the call, I would be willing to re listen if someone could point out where it was in the cal that they heard it.

    It was kind of boring the way he got all excited about the unlimited possibility of a product that they have not even made a single sale on in the fountain business. I thought for a moment that I was listening to Netpro2 for a minute about the possibility of a gazillion percent increase in sales overnight.

    With them getting past some of the operational problems only time will tell how much business they can get back. It is obvious that they lost a very big opportunity with everything from Kombucha to the Dr Better's being stocked at Trader Joe's until they were unable to restock. , but the stock is going to move forward based on current reality moving forward.Historically this stock has gotten back on track after each big drop, in this instance it does not need any big surprise just steady growth.

    The only other big bonehead move that has not been taken care of yet that people seem to let go is the fact that they bought new equipment quite awhile ago and are paying a high interest rate to finance it whiule it will just be sitting unused in the factory until the end of this year.

  • Reply to

    Reed

    by mgw9514 May 17, 2016 4:14 PM
    dogma_blade dogma_blade May 24, 2016 12:35 AM Flag

    Where are you getting 40 million in sales from???

    Are you really foolish enough to believe that the second and third quarter sales are not going to be above 10 million???

    If they are able to restock inventory this year based on the local movement of inventory, especially when the product is put on sale I would not be shocked if the company breaks 12 million in sales for the second quarter. It all comes down to whether they are really ready to fill orders..

  • dogma_blade dogma_blade Apr 29, 2016 1:36 PM Flag

    At this point a buyout would be for less than the stock price of the company.

    It seems as though people are unfamiliar with the ownership structure.

    The company through a 50/50 partnership only owns half of the Gosling business, but reports 100% of revenue as theirs.After all the company did report over 2 million in income tax last year. That was all from inside the partnership.

    Say someone wants to buy Goslings at a little over 5 times revenue ( a little high) and pay 180 million.90 million would go to the family that owns half of the partnership and 90 million would go to Rox. That would only be 55 million short of the companies public value.

    The potential growth in stock is pretty much tied to continued demand in the whiskey and the companies ability to produce more. All of the other non Gosling products appear to be dead in the water. Since the company only owns half of Gosling I would not hold my breath for the help from a buyout in the short term.

  • dogma_blade dogma_blade May 24, 2016 9:59 AM Flag

    If things are so bad for the legacy airlines why do they also have positive cash flow, are paying down debt and are finally joining the party ,adding planes and flights?

    If I did not see legacy airlines adding capacity your point would be great. The industry added over 10% to capacity y/y in the last quarter. If that continues , look out.

    Delta is the only player showing restraint. Delaying delivery of 4 plains and increasing the dividend because of all the new planes coming on line. Unfortunately restraint by 1 player does not prevent a bubble from bursting.

  • dogma_blade dogma_blade May 23, 2016 2:38 PM Flag

    Company has been public for 14 years.

    On a split adjusted basis the price was 14.90 at the end of day 1.A 3 dollar gain over 14 years does not impress. Even with such a low pe Jetblue is carrying one of the highest pe's in the industry. People do not trust the industry to show restraint.

  • dogma_blade dogma_blade May 20, 2016 11:19 PM Flag

    Anyone who has been around long enough knows that the history of the industry has been boom and bust.

    When oil prices initially dropped the ticket prices did not drop much as the change in an input expense did not change the supply / demand dynamic. As cash came flooding in and was paying down debt and dropping to the bottom line airlines started increasing capacity.

    As capacity growth started to grow faster than demand growth prices started to drop. Historically the industry as a whole has over ordered planes and no one was untouched when the bubble burst.

    Jet Blue and Alaska Air have been adding capacity faster than the market for awhile but the rest of the companies are starting to grow their fleets at a faster rate.

    I am hoping that things go well this summer and the rest of this year, but am keeping an eye out for signs of further acceleration in capacity growth.

  • Reply to

    Airlines and consumer spending

    by markbgc May 12, 2016 3:13 PM
    dogma_blade dogma_blade May 12, 2016 6:39 PM Flag

    The history of the industry is to overbuy capacity when things are good leading to a pop.

    That is why investors are worried. If capacity continues to grow faster than the market expect the worst, if companies show restraint and slow the growth than things could work out.

    The backlog data in regards to ordered plains, not just for the airlines, but also the leasing companies might give you an idea whether the industry is going to keep increasing capacity at double digits, which is way too fast or will slow down.

  • Reply to

    phony insider buying

    by netprophecy2 May 24, 2016 8:43 PM
    dogma_blade dogma_blade May 25, 2016 11:52 AM Flag

    Whoah!!!!!! The resident genius is proclaiming that Whole fFods has no need for the brand anymore.

    If you have tangible news of the Ginger beer or Root Beer being dropped from Whole Foods that would be very helpful to people to people on the board. If on the other hand you are just talking out of your #$%$ as always stick with the sweeping proclamations instead of making shiat up.

    How many Whole foods near you have pulled the soda line??????

  • dogma_blade dogma_blade Apr 29, 2016 10:52 AM Flag

    Of course ignore the part about how the stock will go up due to rising sales, cash flow and operational profits.

  • Reply to

    Pricing stock/warrants below the market

    by boardwalk97 May 27, 2016 9:08 AM
    dogma_blade dogma_blade May 27, 2016 11:54 AM Flag

    Not exactly

    648,294 shares at 4.01 equals 2.2 million and the warrants were for 4.25.

    The warrants being for 5 years was a nice deal for the buyer if you do not think the company is going under the way you guys do, but not under market price.

  • Reply to

    Pricing stock/warrants below the market

    by boardwalk97 May 27, 2016 9:08 AM
    dogma_blade dogma_blade May 31, 2016 10:32 AM Flag

    I love your childish comeback. I am not really sure why what I am putting forward upsets you so.

    All I have said is that with the stock being down from self inflicted wounds if the soda sales rise and the company can actually fill the orders the stock should rise on top line sales over 12 million.

    I am not sure what that has to do with Kombucha as that product has no shelf space at all left in this area( approx the same amount of shelf space as Bucha), it is easier to find the last big thing the anti nausea drink.

    Not sure what the "use a condom " line is about and I know it is pretty much a sign that a joke didn't work when someone has to ask about the reference but what was that supposed to be a reference to??

    Oh well no one ever accused you of being classy or smart.

  • dogma_blade dogma_blade May 18, 2016 11:23 AM Flag

    I am just trying to make money, not take it personally.

    It was very good money buying in the last 2 times the stock dropped in a big way.

    It is a very simple question of whether or not the sales will get close to even fro the second quarter and whether there will be a big enough jump in the third quarter from the jump in branded and private label to cause the stock to jump. I really do not think that I will want to be in the stock when they actually try to perform the factory upgrade, but you never know.

    Your personal attacks make it sound as though you are angry about some loss that has already occurred in the stock .

  • Reply to

    Pricing stock/warrants below the market

    by boardwalk97 May 27, 2016 9:08 AM
    dogma_blade dogma_blade May 29, 2016 9:45 AM Flag

    Now you are accusing the company of accounting tricks???

    Are sales going to grow or drop, you seem to be talking out of both sides of your mouth as usual. Ginger is a passing fad in drinks and even if you are wrong and sales climb it will not matter.

    So there is nothing that can be done what a shame. Chris could never have been Jim Koch as craft soda will never be as big as craft beer an growth in the kombucha market has slowed as shelf space in the cooler has been harder to come.

    You seem to have the perspective that a company has to go from a small cap to the biggest player in a category. It very rerely works out like that and people are still able to make money off of the smaller company's.

    You think the stock is not going to move if revenue goes to 13 million for the quarter?

    You really should not post when you get home late at night stoned.

  • Reply to

    Down 50 Cents!

    by michael_moore_is_fat May 13, 2016 2:03 PM
    dogma_blade dogma_blade May 13, 2016 4:11 PM Flag

    Company does not need cash from expired warrants for anything.

    The company grows more cash flow positive every quarter.

    4.8 million of the loss is that change in value of options no operational loss.

    Sales still growing at a strong rate and transactions and dollars per port also growing.

  • Reply to

    Warrants / EPS Est

    by mark.wade1960 May 20, 2016 7:38 AM
    dogma_blade dogma_blade May 20, 2016 10:39 AM Flag

    The options that have been used are not the hit. The big hit is the change in the value of open options.

    Last quarter the stock price increased so much in the quarter that the change in the value of open options caused a 5.692 million non cash loss.

    This quarter the stock started at 4.36 and it currently at 3.66. If the stock stays below 4.36 until June 30th there will be no options loss line item for the quarter and if the price ends the quarter below 4.36 there would be a non cash gain.

  • Reply to

    Debt increased to 4.1 million

    by nuttierthansquirrellshiat May 5, 2016 8:45 PM
    dogma_blade dogma_blade May 5, 2016 11:07 PM Flag

    Every time you get caught lying you just roll off on a tangent with another line of bs.

    Channel stuffing is forcing retailers and/or distributors to take more inventory than they want and in many cases it is illegal.

    Sending orders to a new customer is not channel stuffing.

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