With a market cap of less than $400mm the stock price does not reflect the company's ability to incrementally beat or meet low comparison sales from previous year. We believe the stock price is more broadly a depiction of prior results and competitive threats posed by the joint product development between Keurig and Coca-Cola. Recent store checks find that while machine sales continue to fall single digits year over year which is an improvement from the double digit declines in FY14. We are not modeling for improvement in flavor units YOY and only modest improvement in CO2 exchanges.
At current valuation, the risk/reward becomes increasingly favorable. We believe the stock price has sought out shareholder liquidation value and is only modestly above that pricing now.
While we did not believe in the past, SodaStream had the potential to partner with a major beverage producer, we are now of the opinion that the company, the stock valuation and category create a greater probability for a partnership to take place in FY15.
Don't feed the monkeys atty! LMBO with a :)
What do you know about the VALUE of a haircut JQ? LMBO!! Guy is pathological its almost comedic to watch him go on and on.
You seriously are trying to start 3 conversations with yourself to avoid the fact that you have lied, bashed, denigrated and done nothing but clog up this board with complete STUPIDITY. Just like you said. ONLY a total M(O)R(O)N!! You win the award!! LMBO
Health is not a fad, boo hop hop! Not uh, not uh!! LMBO!!
Way to try and avoid your lies!! AMD dropped 50% on you, SODA 40% on you. What's the next great call for those who want to be value investors LMBO!! If you are going to lie and be one of the worst investors I've ever seen, man up to your mistakes. I'm sure they are frequent and in multiples LMBO!!
amdtripledigits • Oct 13, 2014 10:20 PM
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Legendary mutual fund manager Peter LYNCH always said, IF you cannot stomach a 50% drop in the very best situation for NO apparent reason,
THEN PLEASE DO NOT INVEST IN INDIVIDUAL STOCKS!!!
When the supposed long term investors start to WHINE... I KNOW that is the BUY SIGNAL!!!
Can't make this stuff up guys. All the poor guy does is lose, lose and lose! Two stocks and both with huge drops. This one is Peter Lynch's fault though LMBO!!
Funny how even though AMD bashes and posts ridiculous lies and nonsense you have never once told him to get a life. HMMMMMMMMMMMMMMMMMM!!!
amdtripledigits • Oct 21, 2014 12:27 PM
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REASONS: 1) Took position in SODA in mid 30s, now $21
From his own post!!
You didn't buy at $30 fool. You bought above $30 so don't try to find 4% for yourself to make yourself look better. Wrong is wrong and you've been dead wrong on understanding the value.
AMD is the typical retail investor who is mad as hell that his stock has fallen 40%+. So now he's forced to be a value investor and where he didn't know the value before, all of a sudden he is the expert on being able to value a company. Want proof of how wrong he is,just look at his balance sheet on SODA LMBO!!
LMBO!! So true max, so true. Of course he's a value investor now, the stock price forced him to be one LMBO!!
If you bought shares in the $30 range and are claiming most traders don't know how to value a business, based on today's share price you need to look in the mirror and remind yourself you fall in the same category. LMBO!! You only missassessed the value of a proper entry price by almost 45%. You didn't even come close to a fair value entry price based on the value of the business. Don't blame anybody but yourself LMBO!!
Why don't you read their 10-K? Of course they are personally vested if a good portion of their compensation comes directly from restricted stock or stock grants. CEO's compensation is directly tied to stock performance in dollars.
ZEOLITES emit Co2 you dumbarse!! All of a sudden GMCR is going to carbonate without Co2?? SODA is not for sale, then what happened to your PRIVATE EQUITY takeover theory? Knuckled under with that one, not so bright??
Atty, I think this is what he said: "uuuuhhdduuduuuhh because I pooooveee too myself I right, I pooooveee it. GMCR NON Co2 sisdem cobonade wif milque! Dat tru and I poooveee it coz i say so it pooveee so.
little cup of water and forced pills. Hold him down boys, he needs a sedative!! LMBO
Seriously, who's in charge of this idiot? Go put your helmet back on before you hurt yourself.