It is not Delta increasing capacity, it is the whole industry.
It is a tradition in the industry for all of the carriers to over order and because of the lead time it takes to deliver a plane they are still usually rolling off of production lines long after the orders should have slowed down.
More and more of the airlines are now increasing their capacity and adding new planes where early in the cycle they were rationalizing routes and retiring planes.
It appears that it is still early in the roll out of new capacity,it appears as though things should be pretty good at least through the summer season until they lap the drop in gas prices.
I have been in this since 8.12 and am hoping to get out between 25 and 30 before the end of the summer, but I will be watching the monthly capacity numbers to be safe.
AAPL is up a little over 60% in three years , while kors is up 123% since being offered to the public.
If you bought Apple on the day that Kors was offered they are both up about 123%. You would have gotten a few quarters of dividends from Apple though.
It is always funny when someone with a short attention span tries to make a long term claim.
2 and 1/2 year ago Apple (price adjusted for split) touched 100 and then proceeded downward to about 56-57 as analysts and people oe on the boards started crowing about how things had peaked , the company had lost its touch and sales were going to drop.
In the long run the stock moved on the numbers, not the posturing and positioning.
Wow what a genius, there does not seem to be a trend.
Lets Compare USAT to the Dow Industrial for the last 10 years ending in todays date.
2012-dead heat ,less than 1% separates the 2
Gee no real change in which performs better as the years go on. ROFLMAO
Are you trying to custom frame things to avoid the fact that the stock is now up over 100% ytd and is up 400% over the last 5 years?
LTD went up 1.5 million but financed receivables increased nearly 2 million and cash and equivs up over 1 million.
Why did revenue rise so much without a big bump in installed ports?
This is what the books look like when they are able to sell the product instead of give it away.If they are able to continue to do this it is all over for the shorts.
If the problem was due to plant upgrades, why was the company able to achieve 19% growth in total sales with the shortfall in Kombucha being made up by other products.
More importantly if production problems were what caused the drop in sales why wouldn't the company mention the shortfall/backlog in orders and let the stockholders know when production should be back up to speed?
I read it, they claimed strong sales growth in the US was leading to the drop in sales. ROFLMAO
They were down only 242,000 in cash at the end of the quarter. That might be why they cut selling a nd marketing 600,000 during the quarter.
Domestic retail accounts down 7%
Health and fitness accounts down 13%
Internet sales up 5%
US sales less than 1.5 million.
The first quarter of the season is the part of the year where beverage companies push to be added to the open spots in the planograms of supermarkets and convenience stores as it is when most retailers make the change in this product type.
In defense of the company it did not appear as though the company had much cash left at the end of last quarter to pay slotting fees and promote the product in the US.
That might help explain why all of the positive numbers are coming from over seas. The question then is how reliable and sustainable are those numbers as there has been no real breakdown of sales by region and there do not appear to be foreign websites set up for the product.
I hope I did not change the second quarter numbers too much on Friday when I purchased 2 cans of the stuff.Hey that might be why the stock ran up on Friday.At GNC there were 2 SKUs on the bottom shelf of a cooler the size of an old college fridge priced at 2.49 a can.At Vitamin shoppe they had most of the SKUs on the middle shelf of a double door cooler. Finally they had most of the SKUs on sale for 1.50 a can at the local Shoprite, the problem was that the drink was not located with the soda's, the energy drinks or even the organic drinks, but was on the bottom shelf of the organic supplements section of the store. Finally since going to the website a few weeks ago adds for the product have been following me around the web, so the company is paying for internet adds at this time.
If all they have to do is make syrup and foreign partners do all the heavy lifting for growth everyone might get their caviar dreams, but I wouldn't hold your breath, it will make you blue.
Received a call yesterday from a friend that uses a full service broker. They called him about
Reed yesterday and forwarded him a copy of a newsletter agora financial touting the stock.It was a called Mayer's special situations and had the head line:
How to invest in this fast-growing brewer of natural sodas with a shot at tripling your money!"
It would not have taken many customers buying into the story to move a stock with this low volume.
Actually you didn't fool.
I said the number of states that the company is in and you came back with provinces, they are 2 completely different tings.
This was kind of like when you claimed the company had 100,000 customers , when the company had said it had access to 100,000 outlets. Many fewer customers than 100,000.
Enjoy the pump , just don't be the last one stuck holding the stock when the music stops playing.
Still don't want to answer the questions ?
Understandable, after all you are pumping sunshine and lollipops, the truth might get in the way.
The ginger beer market is growing very quickly .
Take a look at Goslings (not the stock though, ROX, as it is having trouble making money)
The Ginger beer is only a few years old, in the slowest quarter of the year for sodas the case sales rose over 100% to 163,000 cases.
In both cases the companies use syrup as opposed to brewing the product and have partnered with Polar, one of the best regional distributors out there..
To be honest I am not worried at all about the numbers from the ginger beer or Virgil's products for the quarter.I am just hoping the deceleration of the growth the of the Kombucha will stop at over 20% growth.
the country has 26 states 2 of them, So Paolo and Rio account for half of the countries population.
You did not address the 2 biggest questions from my post.
Where did you come up With Latco being the biggest distributor in south America. ROFLMAO
The second of course is did you see any mention of Celsius at all on the company web site?
Let me guess a trillion cases a quarter by the time the Olympics hit?
I don't own JSDA.
You have posted on the JSDA board more in the last month more than I have in the last year.
This all started when I asked about one of your lies
Why would I short if I thought the pump was still in play.
Do most people on the board respond the childish I dare ya I dare ya posts?
What the hell are you smoking ?
In what universe are the beverage industry price to sales ratio 60.98 ?
My contention has nothing to do with peg, velocity, growth percentage or whatever sales pitch you are supporting, my point is very simple. The beverage industry price to sales ratio is nowhere near 60.98.
If you want to contend the sugar water is the fountain of youth, reverses hair loss or works better than viagra, i do not care.
My point was simple your number about the average proice sales ratio is wrong by such a magnitude as to appear foolish.
What I am missing?
My posts have not changed in the least.
From my first post I have contended that this is a traditional pump and dump play.
All I have done is lay out a pssible timeline and point out that if you want to try and take advantage of the hype make sure you are not the last one left holding the stock.
You are truly a class a narcissistic d-bag without a clue.