TMobile wants to keep adding customers and discounting rates is the way to do it. AT&T does not want to Los market share. This puts pressure on Sprint. It's time for Sprint to get more involved with Dish. An alliance will benefit both companies. Without a strong alliance Dish may partner up with another carrier to the detriment of Sprint.
Son knew what he was doing when he took control of Sprint and Clearwire. DT sees the writing on the wall and does not expect a merger. TMobile meanwhile is posing discounting to increase market share. The public wins under this competitive scenario. If Sprint loses as a result it means they are not competitive enough. Dish isn't building a network. That does not worry Ergen as eventually he will have a partner. If it's not Sprint watch the Sprint stock price tumble.
Considering the continued revenue growth and the fact that brand partnerships will most likely continue the stock is cheap. Either of Pepsi or Dr. Pepper can be the first major mover and enter a partnership. Sodastream is an international company. It has been around for a long time and today it is a timely safe investment. Market cap is less than 1 Billion and growth potential worldwide is huge. Just like we've seen plastic bag bans we will see a thrust by environmentalists attacking the use of soda and other one time beverage use of plastic bottles. Sodastream has a marginal amount of the worldwide soda market thus it has vast amounts of potential new users. The results of one or two quarters are meaningless as the company is now focussing on market share.
I bought $10 puts in December because Groupon was a sitting duck. The red flag was there with a larger customer base and less revenue per customer. Groupon was overpriced. I sold my puts due to the volatility and the sheer craziness in the markets today.
We also don't know why insiders have sold. With stock incentives as compensation selling a portion simply means nothing as to how the company and the stock will progress.
Quite meaningless. The technology is very advanced. It also appears that there is an accumulation going on. As I am on the WiFi slow net there will be plenty of demand for smart WiFi. I am patient and can wait.
Sorry disagree. There has been a lot of accumulation and any dissatisfaction, need for funds or overall market plunge will take this stock down. From less than .30 to $2.50 there are profits galore not yet cashed in. Anything is possible as GSAT is a good bet but not a sure bet at these levels.
I think the price rise is a signal that even Son views a chance of a TMobile takeover as slim. Otherwise he could have waited as it's more ammunition for those who will argue that wireless costs will rise if the takeover is approved. Ergen can't afford TMobile. He is not building a wireless network. That means he has to partner with someone. I think it's Sprint.
Well at least anytime soon which I view as for at least two years it is just too hot to handle and the FCC and FTC both in my opinion will scuttle the deal.
That's a good analysis of the situation. Also Son runs the company and I don't think he wants Hesse to make a remark that Son will regret in the future. Son does not put all his cards on the table until he has too. He's quite shrewd. In any event even without TMUS he has the investment he wants. TMUS would garner greater pricing power for Son but that is a major reason a deal simply won't be allowed to happen.
Of course shorts have been covering. Also short term trading too. The volatility makes the stock a great trade. The fundamentals for the company are good but with so much news and rumours swirling about it takes a special breed to hold for the long term.
Coke made a relatively small investment. So what does it bring to them? For one thing entry into a new line of beverage which in this case is personalized. An expensive product for the end user. I'll stick to home brewing and going out to coffee shops which in itself is not all about coffee. As for home carbonated beverages Green Mountain has to come up with a product and market it. The result may not compare to what Soda Stream offers. Soda Stream is focussing on market share which is increasing. People won't give up the ever popular Soda Stream system and by increasing market share incrementally share price will eventually have to catch up. It is about the numbers. Look at Netflix. Their strategy is to first bring in the numbers (customers) and keep them happy. Down the road they can add the value per customer. It's one of the oldest marketing strategies around.
$7.59 and dropping. The good news, if it keeps dropping, for Son at least, is that he can pick up more shares via SoftBank close to where he was adding shares last September.
Actually the move makes sense. TMobile gains market share. It becomes on a short term basis less attractive for Son to pursue. Longer term the District of Columbia ambiguous decision regarding net neutrality opens the door for deals to be made between heavy content providers and wireless carriers or face the consequence of slower downloading times. The ball has now been tossed into the likes of Netflix and similar enterprises. Heavy competition now for wireless customers can reap all the major wireless providers a new revenue source down the road. Debt heavy Sprint will have a tough time showing profits and the incentive to buy TMobile will be diminished. Contrary to your assertion I see this as a brilliant strategy by TMobile.
SoftBank is huge. So is DT. They have plenty of purchasing power. It is up to those managing a company to make it profitable. Not the government. Furthermore it's not like the shareholders are not aware. If they are not then they should not be investing.
Sprint has rolled out LTE all over in loads of markets. They have an enviable amount of spectrum. Son asserted that his investment through SoftBank would be in the best interest of wireless consumers. He said nothing then about buying TMobile next. Sprint can compete with unlimited plans. The do not need TMobile in order to compete. That argument will be made in addition to the one of four large competing wireless carriers will be in the best interests of the public.
Politically speaking the merger is too hot to handle. Sacks has an article today. No agreement yet for a merger with DT opposition in the Justice Department are covered in the article.
Quite a rise from about $2 to $11.50 or so. Not many sold at the top. The Dow rally looks over. Problems in emerging markets. Europe worried about deflation. Real American unemployment is high and not reported. Underemployment is high. People supplementing their income on food stamps and will soon be covered by "The Affordable Health Care Act". What an ironic name. Anyhow back to the D word. As the four players battle it out prices may actually drop. The wireless run in stock price appreciation is over for now.
Why would they? TMobile is building up their own network and customer base. In two years time I expect four major carriers still battling it out. Remember who is in the White House. Even if it takes an executive order SB/Sprint will not aquire TMobile. Of course it probably won't get to that as the FCC MOST LIKELY WON't allow the merger.