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SodaStream International Ltd. (SODA) Message Board

goldenseth 230 posts  |  Last Activity: Sep 19, 2014 4:47 AM Member since: Oct 31, 2013
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  • Reply to

    Latest rumor

    by goldenseth Sep 18, 2014 7:16 AM
    goldenseth goldenseth Sep 19, 2014 4:47 AM Flag

    I agree that it is perceived to be much easier to attack a 600mm company than it is to attack a multi-billion dollar company and as such the efforts to publicize boycotts will be dramatically different for a company like SodaStream than they would ever be for the aforementioned companies which aren't (lol) soda makers, makers. Heck, even I can recognize that everybody needs a computer, chips, refrigerators, medicine (TEVA), switches, (CSCO) and more. But a soda maker, yes, that's the one I'd boycott, don't need one of those now do we. My boycott would definitely be assigned to that product's company first & foremost. This should be the expectation, not the epiphany.

    Additionally, this does not explain away the fact that the company has secured the multiple partnerships it has regardless of these boycott efforts does it, no. Facts are irrefutable, the partnerships with multi-billion dollar companies, entrusting SodaStream with these various company's multi-billion dollar brands is certainly nothing less than supportive of the reality that these companies could give a hoot about where SODAs footprints originate. They care about revenue generation. It makes for great banter to assign causation for lack of this & excess of that with regard to any subject matter, but that is all it really is & that is why the vast majority of this banter finds itself...here. You don't get companies with equity stakes like Fidelity, Wasatch, Wells Fargo, Blackrock, Credit Suisse, Goldman Sachs & for years in SODA without accepting that the biggest equity stake holders prove they simply don't care as much as some would propose...here. Makes for good banter and consideration, but when it comes down to pure efficacy, it just isn't there.

    It wouldn't matter if SODA picked up all its "stuff" and moved out of the West Bank tomorrow, the boycotts will not go away. Just as SODA has already eliminated a few hundred jobs in West Bank, they see new hateful protests for this action.

  • Reply to

    Conversation with Daniel

    by goldenseth Sep 18, 2014 2:11 PM
    goldenseth goldenseth Sep 18, 2014 2:12 PM Flag

    I'm in the camp that recognizes the value, but I'm also in the camp that recognizes that the probability is less than the possibility and as such I would suggest I will continue to bias accordingly.

  • goldenseth by goldenseth Sep 18, 2014 2:11 PM Flag

    Of course with all the rumors flying around for the last... 6 months plus, I spoke with Daniel yesterday. Our conversation was much more than the consideration of prospects related to equity stakes and buyouts. Daniel was pretty vocal about the reports and most poignantly suggested that they are likely tied to the competing players attempting to secure investments and partnerships for their systems. He stated that some of these companies they have been paired beside at a variety of exhibition shows and trade shows. When investors, retailer buyers visit the different booths they hear fabrications of what these competing products can do, what investments have been secured and what they still have available in the way of securing partnerships and additional investments. As the leader in the home-carbonation category, SodaStream's name is always brought up in conversation between investors and the competitors. Naturally, the inquiring minds want to know what SODA is up to, what's coming down the road etc. Word for word from Daniel during our conversation: "Too funny Seth! Some folks out there are just trying to piggyback on the single-serve hype (from coffee world) and the emergence of home carbonation (by SodaStream) to claim legitimacy as a player and hopefully get bought out. We see several of these guys telling stories and sometimes even securing strategic partnerships and investments (by hopeful yet ignorant companies) but have no commercial traction whatsoever. Some have been at it for more than a decade. We are well positioned to lead the transformation of the industry toward healthy hydration."

    Im sure the amount of stories being told is somewhat overwhelming to many & it's hard to ignore the old adages being thrown around as if they are always proven accurate like smoke/fire and eventually/true, but nonetheless...

  • Reply to

    Latest rumor

    by goldenseth Sep 18, 2014 7:16 AM
    goldenseth goldenseth Sep 18, 2014 1:25 PM Flag

    I'm not sure how the notion of a West Bank factory lends or detracts from any partnership or buyout. SODA has an abundance of partners already and with said operations in the "West Bank". Pepsico, has a partnership and an equity stake in Strauss which has operations in Israel Proper and the "West Bank". Intel, HP, GE all have operations in Israel with some having operations also in the West Bank. Pretty sure each and every one of those guys has partners and huge equity stake holders. I'm not going to say that people don't/won't consider this notion as an obstacle, but I will say that all the evidence is there to suggest the complete opposite action is and likely will always be taken by interested parties.

  • Reply to

    Latest rumor

    by goldenseth Sep 18, 2014 7:16 AM
    goldenseth goldenseth Sep 18, 2014 7:53 AM Flag

    Daniel does have say so along with his BOD. Not sure where such a ridiculous notion comes from that a CEO and/or the BOD has no say so, but good luck with that. You are entitled to the subjective opinion that management seems to not be able to run the company very well, quite entitled.

  • Reply to

    Latest rumor

    by goldenseth Sep 18, 2014 7:16 AM
    goldenseth goldenseth Sep 18, 2014 7:51 AM Flag

    I think he is being honest as he has reiterated this message to all the analysts. Sometimes investors choose to believe that the amount of noise is representative of quality when it may very well just be that, quantity. It's hard for me to accept that not only is Daniel wrong or dishonest in this regard, but that KKR has never owned a single share of SODA, the latest rumor does in fact make the previous one obsolete/erroneous and the stock can't get within 30% of these proposed target acquisition prices. That is a lot to overlook in my opinion.

  • Reply to

    Latest rumor

    by goldenseth Sep 18, 2014 7:16 AM
    goldenseth goldenseth Sep 18, 2014 7:37 AM Flag

    Hard to assign credibility in any of these rumors when this one does basically disprove the last one quite completely. I also spoke with Daniel Birnbaum who cited in a pretty funny way, "the smoke is coming from the fire in someone's pants because we haven't entertained anything in the media reporting, there's your fire Seth."

    I am of the belief that at the very least, a PE firm at some point in time would have had some equity in the potential acquisition in the past. KKR has never held a single share of SODA stock. Not ever!

  • goldenseth by goldenseth Sep 18, 2014 7:16 AM Flag

    The Times writes that KKR is going to offer SODA $46 a share. Good luck!

  • Reply to

    Getting ready to give it a go again

    by goldenseth Sep 13, 2014 4:17 PM
    goldenseth goldenseth Sep 17, 2014 3:21 PM Flag

    "There's the upgrade, nice move" Wow, some back patting there wasn't it lol? No offense taken buddy. I find the depiction of board participants as "nit wits' just as informative and telling as any other forethought and analysis you've offered in just this singular topic thread alone/as well.

    Not sure why someone jumps to assumptions or conclusions the way you most erroneously have, but free world and all.... so job...done...I guess. Enjoy the ladies, use good judgement and make smart choices at the Mansion. Hay would you look at that, fingerprints on my back; maybe you were right. What's his name again? Keep up the...work lol!

  • Reply to

    Getting ready to give it a go again

    by goldenseth Sep 13, 2014 4:17 PM
    goldenseth goldenseth Sep 17, 2014 12:23 PM Flag

    Only one spamming is the one claiming and proliferating my association and highlighting or emphasizing my relevance. Much like anybody here, all I did was post a "simple post". Why am I any different than anybody else here, other than peaking your interest and evoking dedicated time to my subscription website and post here on Yahoo? See that, I didn't even have to mention CLAG, you did a good job of that for me. Thank you though for the recognition.

    Just a word of warning for anyone who might not think this interesting development suddenly makes SKUL a worthwhile investment (in the future complete the sentence structure). If you really want to invest, then do so under the subjective understanding that you understand the nature of any investment. Or, you could wait and miss the move in either direction, like the example present in today's price action. Inaction is the sign of scorn and resentment, typical of many investors that have been once bitten and are twice shy lol. You could go short or go long, the choice is yours most obviously!

    Follow analyst recommendations as you find them qualitative and quantitive and read their actual reports, not just the headlines. Unfortuanately, I would suppose that many don't purchase the analysts' reports. Not terribly expensive and I'm sure part of a well funded and dedicated due diligence approach. Or not! You could just listen to...what's this guy's name?

  • Reply to

    Getting ready to give it a go again

    by goldenseth Sep 13, 2014 4:17 PM
    goldenseth goldenseth Sep 17, 2014 10:09 AM Flag

    there's the upgrade, nice move!

  • Reply to

    TD AMERITRADE NEWS

    by bittuboss15 Sep 16, 2014 8:53 AM
    goldenseth goldenseth Sep 16, 2014 9:00 AM Flag

    He doesn't get it atty, simply doesn't get it.

  • goldenseth goldenseth Sep 16, 2014 8:30 AM Flag

    Regretfully for yourself, there will be no buyout at $40, this is just another false rumor. One of many.

  • Interesting development in Skullcandy coming in our opinion.

  • Reply to

    Seth - question

    by papakoz Sep 9, 2014 11:00 AM
    goldenseth goldenseth Sep 9, 2014 11:25 AM Flag

    Papa, check the chart today, up another $.02. Heading to $3.70.

  • Reply to

    Seth - question

    by papakoz Sep 9, 2014 11:00 AM
    goldenseth goldenseth Sep 9, 2014 11:09 AM Flag

    Yes, in the past and to no further development in Europe only. Don't know and haven't seen anything since 2012 regarding this topic. GE has R&D sites in Israel by the way.

  • goldenseth goldenseth Sep 9, 2014 6:48 AM Flag

    It is absolutely true. The math from sell-through and last year's sell in line up perfectly. You are once again making the decision to post erroneously and ignorantly.

    1. SodaStream sold 215,450 soda makers in Q2 2013. How do we know this? Because machine sales were down 55% to 139,000 in Q2 2014.
    2. Subtract 50,000 units from 215,450 units to accommodate for lack of orders to supply annual comps at HSN and BBBY, and that leaves you with 165,450 units.
    3. The difference from 165,450 to 139,000 sold in Q2 2014 leaves retailers with net overstock of 26,450 units to divide amongst themselves.
    4. SodaStream has about 15,000 retailers selling soda makers in the U.S. (some retail locations only sell CO2).
    5. Conclusion: each store is only overstocked by roughly 1.7 machine units presently. Moreover, the fact is that Bed Bath & Beyond and its 1,000+ stores account for 80% of this additional inventory.

  • Reply to

    No news from SODA for more than 6 months

    by martinitony Sep 8, 2014 8:32 AM
    goldenseth goldenseth Sep 8, 2014 11:05 AM Flag

    Tweeted out already.

  • Reply to

    No news from SODA for more than 6 months

    by martinitony Sep 8, 2014 8:32 AM
    goldenseth goldenseth Sep 8, 2014 10:58 AM Flag

    Replacements

SODA
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