Martin, all your posts display unbridled ignorance, intolerance, arrogance and stupidity. We are talking about SodaStream and as it pertains to SodaStream they've both lost and are losing money, just as Seth said they would because they don't understand SodaStream. So yeah, the ignorance is your own. Nice to see you were wrong, as usual in arguing back then when he very openly said they didn't know what they were doing in SODA but you claimed they did because of these billions they have.
September and of course SodaStreams aren't being discontinued like this liar tried to get people to believe.
What the hell is MARK to Mark. I'm sure you mean Mark to Market and since when does this apply to short positions. You're lucky Seth didn't just tell you to shut your stupid mouth with all your stupid posts. He was trying to be gentile with you fool! Mark to Mark a short position, how stupid. Ever heard of margin interest? Apparently not!
I'm going to say without a doubt it will take most of you guys 60 days to figure out what some of us already know. Even then, some of you will continue with the duhhhhhh, puzzled and bewildered daily head scratching.
I know for a fact what I paid in the 90s was under a $1 for a 2 liter of Coke. Today it costs me $1.40 at Wallly World. I know for a fact that I paid $2.49 for a 12 pack in the 90s and now I pay almost $4. It doesn't matter if the wholesale price goes up, the retail price has also gone up. That's what is reported by the analysts even. Don't mix stupid with ignorant and you'll see a whole lot better. ID!OT
Everyone is wrong but you BJ. Coke has reported price increase for each of the last 8 quarters. Nice try rumbas!!
Me too! $119 entry and $112 exit. Nice easy short. Stock was priced to perfectly and they missed slightly on the top line. They reduced brewer prices which had a negative impact on brewer sales. They claimed they did so to reduce inventory at retailers which were too heavy with inventory ahead of the 2.0. My money now!
I typed in google limo bar and sodastream and found a lot of interesting claims by limo bar. Then I looked at the dates from the articles. Most are 2012 and a few in 2013. So basically they were supposed to destroy Sodastream in central europe and it never happened. Nice partner Bevyz has LOL!
He must have bought his shares around $40-$43. Nice loss!!! SodaStream eats up these big guys just like I thought they would. Just because they have a big name doesn't mean they understand anything about the company.
They arent 't going to be bought out and anybody who thought so was foolish, like Bob who bought into it obviously. I'm not hoping for one or dreaming for one. Sorry Mr. Bobby, but you don't speak for me.
Do you think the worst is behind the company and what did you think about the results? Nice job with the full report and pegging some of those metrics accurately. I thought you were a little high with EPS but I was proven wrong. Also why do you think the analyst don't get the numbers right so often?
don't poor john me, you're the one who "almost exactly" never makes any sense pal. Besides not having any position, based on your extremely poor and elementary level posts its probably safe to say you have no money either LOL! Literally poor, lonely, bitter "bj (wink wink)" blue boy!
"almost exactly". You can't make this stuff up guys. He actually said "almost exactly" and I guarantee he has no clue why that makes "almost exactly" no sense LOL!
Mark bj12blue post as this will be the nail in his coffin regarding how unable he is with analyzing company performance. It will certify that he should not be investing his own money anywhere. Nobody will ever take you seriously not that they ever have.
See Atty, you missed the main point. You're not supposed to be focusing on the fact that the stock went nowhere near $50 and the only thing that come in stronger were sellers with each leg down! This guys a joke don't even bother Atty!
Exactly, there is sequential improvement, but earnings are still expected to be down by 50% this quarter. No chance of hitting revenue guidance IMO. they would be wise to lower to where the street is now at 11.5%. Long term holders will eventually do well but gotta have a thick skin right now. Thanks for the thoughts Seth!
I have been to three but only 1 has the 20 feet in my area. Hard to believe you have 4, but I take you at your word. How can there be inventory overhang YOY when there was no inventory during Q3 last year? Just not possible by any logic. Also soda stream said it was a 12 week set which it has not even been 9 weeks yet. So if Wal-mart is reworking the product within the 12 week time frame, that inventory is still not overhang for another 3-4 weeks. You're not being logical by any means.
My Wal-Mart sold all the syrups on clearance in just 5 days and only has 1/2 liter bottles left, no end cap just 2 shelves in another section of the home department. Stop portraying the company based on your limited experience and poor analytics.
The 20ft display did very well at my store and they still have it up with some of the season syrup flavors on sale, not the value sizes unfortunately though like coldinny said. My store was constantly replenished during this 20ft display and has only 5 machines left. Only 3 are the Play though and they have no discounts any more either. Every store got 16 machines so in 7 weeks my store sold 11 machines off the 20 ft display and they sold an additional 5 machines off the regular 4ft section for a total of 15 machines. This is about 2 units per week which is more than enough. But those syrups did really well and the 4 pack bottles sold out. Still have a lot of 2 pack bottles which they have on sale for $11 bucks which is a good deal and will probably go quickly. I spoke with a sales associate in the department which turned out to be a manager and she said they are indeed getting new flavors and soda cups like Seth said. Oh and the syrup prices ARE going back up so this proves that management did a good job with the promotion pricing if they are able to raise the prices back to normal. But........
Even though everyone pretty much knows already that they had a decent quarter and will probably meet or even beat the estimates, everyone also knows they have to lower guidance. It's just too high. I'm waiting for this because I think people will wrongfully be selling because they're thinking here we go again. Management made a mistake with 15% revenue guidance I think when it should have been 10% all along. 10% is very, very doable and even easy for them. The street is just above 11%. Waiting for the bawoosh to pick up more shares and to close my puts. I think there is at least a 75% chance they lower guidance and its pretty clear that investors do too. Bottom line, can't raise prices without demand in this environment and Wal-Mart is just one retailer and not even Sodas biggest account. Can't wait to see the bed bath numbers!! Good luck guys!!