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Jones Soda Co. (JSDA) Message Board

baldingcontrarian 147 posts  |  Last Activity: Apr 17, 2015 10:12 PM Member since: Jul 24, 2003
  • The 10K released last month reveals important clues about the acceleration of revenue in Q4.
    And the velocity is tremendous esp domestically,
    Here are the exact figures gleaned from SEC filings-

    Rev grew 45% in Q3 but accelerated to 57% in Q4.
    Let's look at the constituents driving, or not driving, these figures-

    International sales are very steady thru 2014, registering 45% both for Q4 and full year.
    Conclusion steady but strong growth

    Now domestic is 31% for full year but was 74% in Q4.
    So let's break down the 3 constituents of domestic category and see if there is just one thing driving this or more than one, or all 3. As an investor that is important because we are measuring mgt.s effectiveness at executing their plan. It also helps to if it is a one channel blip, or maybe something bigger.

    Online ---- full year was down 5%, BUT Q4 was up 21%. Great news.
    Health n fitness --- full year was up a healthy 74% while Q4 shows 212% growth
    (Apparently this stuff does well where ppl work out , and explains why Golds will sell a lot)
    Retail --- full year was up 37% which is nice, but Q4 came in at 71%.

    Management is really starting to see results and sales momentum.

    Keep that data coming.

  • But I saw his post briefly. No, no syringe coolers but maybe someday

  • Because they are already the number one selling bev @ 24 hour fitness.
    They are number one in US for membership and Golds is close second.
    They will sell hyuge at Golds
    Thats like when Jesus searched out the sinners
    Stock still reflects a bad case scenario unlike the reality being shed upon investors.

    Later til tomorrow

    .

  • Iink on investor hub. All channels on fire per 10k. Golds PR is coming. What else?

  • That channel ALREADY had over 200% growth in Q4 per the 10k lol, and that was before Golds add. The company itself has not yet announced this gain.

    Its on the third parties Facebook page with pictures of stocked coolers.
    Sure is getting warm in these parts.

  • baldingcontrarian by baldingcontrarian Apr 12, 2015 12:21 PM Flag

    Mjna was a play on the elections, not an investable company.
    The elections gave it a gap and #$%$. The stocks have an EKG chart. You catch a spike and that is 5-10 fold.
    14.95 wicked strong buy!!!! Haha

  • baldingcontrarian baldingcontrarian Apr 12, 2015 10:53 AM Flag

    I'm at the computer doing research, not pulling my pud, you tool. You can't make a coherent argument on any stock. Just babble. I tripled my position on american airlines c11 and killed it. I killed it in wrgrace and USG in c11 too. There's more than one way to skin a cat.
    Time will tell the fool.

  • baldingcontrarian baldingcontrarian Apr 12, 2015 9:39 AM Flag

    290 likes per day. The product is being well received.

  • baldingcontrarian baldingcontrarian Apr 12, 2015 9:38 AM Flag

    Celh is buy and hold as long as growth continues as does strong margins. I'll let u in on a little market insider stuff,
    Just as with PEIX, the market likes to see two profitable quarters before valuations scream towards a going concern fair value...
    With that said, celsius reports in about 12 days. They earned first profit in q4, just reported last month.
    So the market is just right now being convinced the turnaround is real. The inflection point is showing up in the price and volume trajectory.
    This is csimply the best risk reward I have seen since Hansen c. 2004. I'm telling friends, family and others this is a lifelong option on a diusrupting beverage technology carving out a niche and can be marketed to the 70bb weight loss genre when the company feels the time is right. Not just a clean healthy energy drink, but va supplement and a calorie burner, thru tgermogenic process.

    Carl desantis believes its the next billion dollar company. Let's see as the data is released.
    I counted 290 likes being added on Facebook, and a 4.4 rating on amazon with 700 ratings.

  • baldingcontrarian baldingcontrarian Apr 11, 2015 10:27 PM Flag

    Duane's a certified public idiot. He's bitter about something in his past. Rex, inform yourself, what happened the day,week , month after this 'article' was producedproduced. What do you see? Apparently, come real close bubs, nothing but GREEN.
    So congrats, you must be the first mental midget to believe his drivel.
    Read the comments and maybe you will learn a trying or two.
    Duane is too dense and clearly has an agenda, which happens to be guided not by financials, but pure histrionics and false analysis.

  • Reply to

    jsda v celh, a case study in investing

    by baldingcontrarian Apr 11, 2015 9:46 PM
    baldingcontrarian baldingcontrarian Apr 11, 2015 9:52 PM Flag

    vs no #$%$ in Celsius
    declining category exploding category
    marketing? incredible marketing, tons of celebs, branding
    still bloated per revenue lean mean and SGA flat with rapid rev growth
    ok manager epic proven management
    BOD absent Shark tanker on BOD and other industry heavyweghts
    CEO has to fund company losses Majority shareholder is mega millionaire for reason

    That's just for starters.
    Market cap 14MM jsda
    31MM celh
    that will change quickly.
    watch the volume grow soon
    Quarterly report expected in 13 days or so.
    Stay tuned....

  • baldingcontrarian by baldingcontrarian Apr 11, 2015 9:46 PM Flag

    jsda v celh
    ----------------------------------------------------------------------
    flat revs over a 3 qtr avg 40% rev growth 3 qtr avg
    gross m @ 23 and drifting gross m @40 and climbing every quarter
    14MM revs 15.5MM
    no profits 8 years profitable
    cash flow neg cash flow pos
    horrible for you clinically proven to lose weight! neg calories
    chemicals, colors, preserv

  • sorry peix, no visibility on earnings and taking on someones debt. A total crapshoot based on 69 variables that we can not control nor accurately predict.

    Agreat investment thesis
    Kind of like buying lumber liq as its crashing, before any kind of coherent judgement can be made about the loss of biz, liabilities, contingent liabilities, nor a management team that exudes confidence.

    wow, maybe if EVERYTHING works out, in two years you MIGHT make 50% from your $44 buy.
    You must like to buy in clusterflucks with no bottom in sight.

    yay. lets hop on board the good ship biff.
    hey, he's got like 50,000 peix shares and hangs out 24/7 when hes not snowblowing or whatever you call it up there.

    night biff

  • baldingcontrarian baldingcontrarian Apr 11, 2015 9:34 PM Flag

    dude, lay off the bong. you're delirious...
    The CFO just bot 130k shares on the open market you crackhead.
    Tell us more about your ten minutes of research. Maybe stop touching your candlewood or something.
    No cred 4u

  • Reply to

    my stock picks

    by baldingcontrarian Apr 11, 2015 8:59 AM
    baldingcontrarian baldingcontrarian Apr 11, 2015 10:50 AM Flag

    Intrinsic value?
    Celh.
    7 clinical studies proving efficacy
    Cash flow positive bruh
    EPs positive
    Way past proving concept
    I guess mega millionaires Carl desantis and Kevin Harrington need to be schooled by you.
    Why did Carl loan them money at 5%?
    Does GE even get their capital for 5%?
    Yep, no value there.

  • Reply to

    my stock picks

    by baldingcontrarian Apr 11, 2015 8:59 AM
    baldingcontrarian baldingcontrarian Apr 11, 2015 10:36 AM Flag

    A Lil extra dd this am....and omg *Celsius/CELH made their online experience even better. Brand new site.
    And look 5 or more celebs backing Celsius. How many is that now? Reminds me of true religion. Everyone saw hogtie celebs sporting them and the sales went ballistic. Flo rida Jordon sparkage Mario Lopez Howie Mandel Neil Patrick dork Sofia vergara, who is a Pepsi shill and many more. 27mm market cap. Backed by two nearly billionaires. Short away!

  • baldingcontrarian by baldingcontrarian Apr 11, 2015 8:59 AM Flag

    1. I don't care nor tell u when to sell. Your decision, your life. My goal is low risk high reward, even joes at 11 cents. In that case it went over 30 in 48 hrs. Even biff cud figure that out.
    2. I stick to my strengths.that's key. In this case I traded true religion since 2004. I listened to 35 conference calls, wore the clothes,and like everywhere else I play in the market its only jeans, drugs, drinks,energy.
    3. I combine my deep knowledge and quant and technicals and theoretical catalysts, and that's why I made 1000% in 2013 for example.
    4. You won't know what I know. 20k hours of due diligence. I enjoy it immensely.
    5. As far as CELH, if you think 300 % in a few months is unsupportable then short it !
    Go to interactive brokers and just do it. There are 3000 shares short. Therefore, at this moment it is undiscovered by the masses. That is the key,get these unicorns before the a-holes rrun them exponentially.
    6. In April 2004 I bot HANS and proclaimed its virtues from the mountaintops. I have those posts. I know energy based on market research.
    7 I know why celh is a winner and if you research it for two hours you will likely have a eureka moment.
    8 all the detractors bore me. I'm not here to babysit people who are worried someone will sell PEIX or whatever to buy a baldy pick. Who cares? Money should flow to where it is most fertile. That's the essence of capitalism.
    Later

  • baldingcontrarian baldingcontrarian Apr 11, 2015 2:55 AM Flag

    Technicals on joes constructive. Was waiting on financial results. Dumping well over. Market sees value, prolly 50 cents, but market hates uncertainty. Risky but I made 100% and can afford to play the game.
    If bk triple my position and play bounce.

  • baldingcontrarian baldingcontrarian Apr 11, 2015 2:47 AM Flag

    Biad charts look good for entry. Agree.

  • baldingcontrarian baldingcontrarian Apr 11, 2015 2:44 AM Flag

    Dude give it up. They are both profitable.
    I can't school u on the intricacies of finding hidden gems and how I do what I do. Your research stinks or you know you are full of it.
    Celh majority shareholder worth 500mm
    .the company is his oyster
    Read their bios. They are more qualified and proving my point with epic financials.
    There are imperfections, but ur poor lackluster did and analysis has led you astray.

    Biff you never had 50k shares, so go feed mom and do some deep reading for once

JSDA
0.34+0.0239(+7.56%)Apr 17 3:42 PMEDT