The decline in the Euro will abate at some point, maybe another 10% down or so, but that is NOT a "calamity".
Calamity is usually defined as : [ A great misfortune or disaster, as a flood or lasting injury.]
Only the Short term minded DOOFUSES look at currency FLUCTUATIONS as serious long term issues.
But, MOST people are SHORT TERM MINDED FOOLS... which provides the OPPORTUNITIES to
SHREWD LONG TERM INVESTORS to PROFIT from their mistakes.
The only "calamity" is that we are constantly subjected to this SELF PROMOTING BS artist!
the Golden doofus has a large monthly bill for adult diapers.
He has been bent over and rogered by so many toe tappers, that he has severe leakage issues.
So, cut him some slack on the few remaining idiots that pay him for worthless info.
He's bent over and assuming the position......
So, WHO is left to SELL?
While DOOFUSES, such as the Golden doofus are scared, its clearly the BOTTOM.
SODA is still generating appx. $250 million of GROSS PROFITS!
Almost all of that comes from Co2 refills, that grew 17% year over year in Q4.
So, while there is a decline in flavor gross profits, Co2 is the REAL long term FRANCHISE!
WHY did Samsung choose to work with SODA? Co2!!!!!
People do NOT want CHEMICALS in their bubbly water!!!
SODA owns a very,very VALUABLE WORLDWIDE FRANCHISE for making bubbly drinks at home!
$250 million of GROSS PROFITS, that comes from RECURRING HIGH MARGIN CONSUMABLES is
worth at least 5 times that number, while GMCR is selling at 10 times.
5 times $250 million = $1.25 Billion
Divided by 21 million shares= $59/share !!!!
SODA is BUYOUT CANDIDATE, without any REAL DEFENSES!
Because management has ZERO CREDIBILITY (except with the Golden doofus)
SOMETHING BIG is going to happen SOONER than LATER!!!
epb, I agree, the Golden DOOFUS is a never ending self promoting, BS artist.
Twitter allows someone to send a PRIVATE message directly to any of their "followers"
WHY does the Golden DOOFUS feel the need to post a message on the YAHOO MB, for one of his "followers" on on twitter?
Because he is a NIMROD!
Because he is a SELF PROMOTING TOOL!
Zero gross profits on systems.
90% gross profit margins on Co2.
Most of the operating costs, marketing and sales, are involved in selling systems, and NOT in Co2 refills.
So, SODA loses money in the total effort to sell systems.
While earning large profits from Co2 refills, and lesser so from flavor sales.
the KEY to selling systems is that they MUST be bought (or given as gifts to) by people who will become ACTIVE USERS.
Otherwise, SODA loses a lot of money in the entire effort in selling new systems.
SYSTEM sales are NOT the key metric.
Its Co2 refills, because over time the NUMBER of ACTIVE USERS will correlate to Co2 refills.
epb, You are wrong about profit margins on system sales because you do not understand how to calculate them
Since Co2 has gross margins of about 90%.
Flavors have gross margins of about 50%.
How is it that total gross margins are only 50%????
Its because systems have close to zero gross margins.
A year ago Q4, SODA discounted the system sales so much, that they were selling them BELOW cost.
The Golden DOOFUS does NOT understand the difference between System sales, and systems that are actively used.
The Golden DOOFUS has NO info on what PERCENTAGE of system sales are going to people who really want to plan on ACTIVELY using the systems.
The Golden DOOFUS does NOT understand that what is important long term are PROFITS, and NOT sales of new systems.
The KEY metric for SODA is Co2 refills because they have 90% GROSS PROFIT MARGINS!
System sales have close to ZERO profit margins.
Selling more systems ONLY matters if people USE them.
The long term profitability of SODA is based upon Co2 refills, because they are RECURRING REVENUES with extremely HIGH GROSS MARGINS= PROFITS!!!!!
The Golden DOOFUS is just another FOOLISH ANALyst......
With his head lodged deep, deep up... you know where
Anyone who thinks the future of CARBONATED drinks is based upon even MORE CHEMICALS, should ask their Doctor:
If REALITY might be right for you?
I have all your aliases on Ignore, but I can see the titles to your IDIOTIC posts.
I must have really got under your skin.... GOLDEN DOOFUS?????
Constant self promotion!
BTW, The Golden doofus says that KK will produce seltzer water without using Co2 cylinder... the amount of Chemicals to produce straight seltzer that does NOT taste like a Alka selter, will be substantial.
WHY would anyone who is HEALTH conscious want such a thing?
I think the KK will be major flop!
Of course, the Golden Doofus did NOT discuss the elephant in the KK/ Cola room= CHEMICALS!
Wall St ANALysts and the Golden Doofus are CLUELESS!
Mr Kahn said: “In the Thirties Ben Graham and others developed security analysis and the concept of value investing, which has been the focus of my life ever since. Value investing was the blueprint for analytical investing, as opposed to speculation.”
Graham was a lecturer at Columbia University in New York, where his pupils included Warren Buffett, and Mr Kahn was his teaching assistant.
As a value investor Ben Graham believed in trying to calculate the true value of a company and then buying the shares only if the price was substantially lower.
Those who are leveraged, trade short-term and have bought at a high prices will be exposed to permanent loss of capital. I prefer to be slow and steady. I study companies and think about what they might return over, say, four or five years. If a stock goes down, I have time to weather the storm, maybe buy more at the lower price. If my arguments for the investment haven’t changed, then I should like the stock even more when it goes down.”
“We basically look for value where others have missed it. Our ideas have to be different from the prevailing views of the market. When investors flee, we look for reasonable purchases that will be fruitful over many years. Our goal has always been to seek reasonable returns over a very long period of time. I don’t know why anyone would look at a short time horizon. In my life, I invested over decades. Looking for short-term gains doesn’t aid this process.”
“You must have the discipline and temperament to resist your impulses. Human beings have precisely the wrong instincts when it comes to the markets"
If you recognize this, you can resist the urge to buy into a rally and sell into a decline.
Iggi, You are dealing with a LIAR, HYPOCRITE, and BS artist.....
Do you really expect him to be honest about who he truly is, or what he does?
epb, Whitney and the rest of the PROS now know that the Golden Doofus is NOT to be trusted! What he did by twisting a private communication from Tilson is quiet damning.
The Golden Doofus has hung himself, and will soon fall on his on petard.....Its only a matter of time.
Golden Doofus, YOU are in a class all by yourself.....because you are here to take money from people, while giving them bad advice.
I reserve the right to ridicule you and point out what huckster you are, to all the good people who are looking for ACTUAL LONG TERM INVESTMENT INFO.
I will continue to point out to everyone that your info is WORTHLESS.
Iggi, The Golden Doofus is shameless self pumping FOOL... his info is worthless.
Investors make money by understanding VALUE, and the long term trend in the industry.
Co2 refills rose 17% in Q4 year over year.
As more people realize how convenient and economic it is to make their own Sparkling water,
rather than lugging it home from the market, SODA will continue to benefit.
Beverage companies want to participate in the best long term area of growth= Sparkling and enhanced water.
SODA is an extremely attractive way for large beverage companies to participate in the growth sector of the market.
epb, SODA is rising because ALL the bad news is out.
Shorts KNOW this, but the Golden DOOFUS is clueless.
Its hilarious that at the bottom, the Golden DOOFUS is attacking VALUE INVESTORS.
The Golden Doofus is a complete IDIOT...
Which means that SODA is deeply undervalued, and will rise dramatically.
Value investors are patient.
They KNOW they cannot perfectly time when VALUE will be recognized in the stock price.
SODA is incredibly undervalued
Most people, such as the Golden DOOFUS, are clueless about how to VALUE a company........
Therein lies the opportunity for PATIENT VALUE INVESTORS!
epb, I think there will be many bidders for SODA... and GMCR will not be able to easily steal it for "600 large"