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SodaStream International Ltd. (SODA) Message Board

dprofiteer 67 posts  |  Last Activity: 7 hours ago Member since: Jan 19, 2007
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  • dprofiteer by dprofiteer Jan 30, 2014 11:30 AM Flag

    Sooo - an international company invests in a plant in Palestine, providing hundreds of badly needed jobs, and this is bad????

    Why would anyone want an Arab to have a job?? Better they are extremists?

  • Reply to

    Soda gets a hell of a tax break..............

    by ucbearcats79 Jan 22, 2014 9:44 AM
    dprofiteer dprofiteer Jan 22, 2014 10:22 AM Flag

    Palestine was never a "country". It was part of an area that dozens of rulers were in control over the centuries.

    At the end of WW2, Israel was formed & approx. 700,00 Arabs CHOSE to leave the region. Many chose to stay and enjoy more freedoms in Israel, then the Arabs that chose to leave.

    Frankly I do not think the Arabs working at SODA would be better off should thy close the plant. Probably the best thing that ever happened to them.

  • Reply to

    Prediction

    by dprofiteer Jan 19, 2014 8:21 AM
    dprofiteer dprofiteer Jan 19, 2014 3:38 PM Flag

    drJ - good points all.
    We are now at the mercy of the finance dept. If you are going to have a miss throw EVERYTHING you can into it.
    - Was the Super ad already paid? Put in last qtr?
    - Were the $15 rebate checks already expensed?
    - Were factory expenses brought into the last qtr?
    - Were new distribution free cases and slotting for upcoming new items put into the qtr?
    - Were other advertising expenses for the next couple of quarters prepaid?
    The net, I believe is that SODA has LARGE gross margins that are improving. They have manufacturing efficiencies that are improving. They are possibly overspending short term to develop dominate market share. But that is not such a bad strategy. Their mistake was underestimating how hard it is to get an increase over a qtr with HUGE new pipeline fill.

    Agree with your strategy of long calls. Also maybe sell the short term calls against any remaining holdings.

  • dprofiteer by dprofiteer Jan 19, 2014 8:40 AM Flag

    I view as very positive. This WILL have a POLARIZING effect. The lib will FEEL good about their idiotic efforts to turn the US into a Chicago.

    BUT, freedom concerns, self protection concerns, government overreach concerns, will put gun sales at a even higher level.

    I think Obumma is starting to realize everything he touches, when not golfing or on vacation, turns to cr-p. He is getting desperate to get something, ANYTHING done that he can say was positive. He of course will fail.

    His legacy will be the pres. who was a lying pinhead. .............. but increased gun ownership & increased awareness of government overreach.

  • Reply to

    ATK on the way?

    by equity_360 Jan 18, 2014 7:50 PM
    dprofiteer dprofiteer Jan 19, 2014 8:32 AM Flag

    If acquired figure about 15 to 20% reduction in overhead quickly. I worked at a roll up that did 50+ acquisitions.
    - First you take control of money so entire finance is let go.
    - Next make sure the computers talk the same language. (reason for new erp system?)
    - Eliminate ALL retail promotional overlaps. You do not compete with yourself.
    - Everyone in management except one or key people is left go. Do not need two sales, marketing, ops for the same customer base.

    These are ALL immediate.

    Other synergies are there depending on acquirer. Maybe move production. (into new RGR facility??) Eliminate overlaps in future product intros. Have more barging power with suppliers because of more volume. Consolidate vendors and have more leverage with customers.

  • dprofiteer by dprofiteer Jan 19, 2014 8:21 AM Flag

    - 3 years from now, I do see the stock at $100+. Even at 20% growth they get their billion. Margins will improve greatly as efficiencies from the new factory, better product mix and entry into new market costs all change to the better. They already have great margins.

    - The next 6 months could be rough, but we do have a LOW multiple on a growth stock, that includes a qtr with no profit. That will probably not be the case going forward.

    Soooooo? Buy on dips during the next 6 months and be happy at year end.

  • Reply to

    Seth's comment on Seeking Alpha's article

    by thufir111 Jan 18, 2014 2:10 PM
    dprofiteer dprofiteer Jan 19, 2014 8:16 AM Flag

    I saw that also. What a load of bs. They miss the quarter by over 10 million and it is because a shipment had to be redirected. REALLY? Now if they PRODUCED an entire production run in the wrong packaging, even then it is not close to the being that meaningful.

    Management has NO credibility. I believe they were stretching accounting to barely make numbers until they faced a clear miss. Then they did what all CEO's do, they sweep everything they can into the qtr, take their lumps and have positives comps going forward.

    JUST THINK how good next years 4th qtr will be compared to this year!!! ;-)

    Thoughts going forward:
    - They probably prepaid some expense early (Advertising, raw materials, etc.) & lumped the cost into 4th quarter. Earnings will be good for a few quarters. Its baked in.
    - With a lower selling cost/machine, they GREATLY beat the number on machines sold for the qtr. Its safe to say that you will have increases in CO2 and flavors down the road. It was an investment that will move the curve on margins for the US.
    - They have been clear, that they will be entering supermarkets and drug stores soon. MAYBE it was a planned effort to get a LOT of new machine owners out there to support this distribution.
    - Scarlet is a positive. A;though I am biased. ;-) She is international and so is this company. The SuperBowl is an ad that does reach this international audience. Yes the US is the big nut, but all this other countries are the solid established base. In consumer products, you always build on your base.
    - I have bad feelings about flavors for next qtr for two reasons. One is gifts get put into use slowly. Not much time to use all the flavors that came with the machine. Also it appears they channel loaded to some degree. Unless they have other new pipeline business, this could haunt them for the next two qtrs.

SODA
40.75+3.06(+8.12%)Apr 16 4:00 PMEDT

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