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Pepsico, Inc. Message Board

luke_sky_walk_er 41 posts  |  Last Activity: 11 hours ago Member since: Feb 14, 2001
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  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er 11 hours ago Flag

    Well, looking back.... two years ago tomorrow, May 27, 2014 we received the 2014 first quarter report. Then it was June 22, 2015 last year that we received the 2015 first quarter report. You gotta love the consistency in the reporting patterns. :-)

    On the brighter side, we're entering the "window" of time that we can expect the first quarter 2016 report. We can expect GA and boys have completed their Q2 (April, May) visits to asia pacific, Indonesia, and Vietnam with some awesome false promises to report soon. Unless they are still on the road, trying to make up for lost ground. Then news and the report will come later, rather than sooner. This means that 59's flowers will die.

    A few swipes that Sophia can appreciate, inside our reality of goodness! :-)

    May the force be with you,
    ~ Luke

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 23, 2016 4:48 PM Flag

    Even though it was our traditional 100 shares trade guy that moved it to .55, the jump from .52 to .55 was interesting. Bidders are not really "bidding", they are coming to buy at the asking price. Everything on the ask at .52 was quickly taken out, and the .467 bid doesn't look real.

    I'm betting that we get some news this week...... 59 surely doesn't want to be called a liar. :-) Sophia will have a hay day this. Take him to the wood shed with all that May flower chatter. So I'll take that bet.....

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 21, 2016 1:46 PM Flag

    All I was thinking was the fact that this big distraction of landing the Disney contract is now behind them so they can focus on more important things.... like catching up with Doehler and Coke and getting something launched using the IDC package.

    They have a lot of catching up to do.... it will be sweet when we get both Coke and Pepsi launched on the heals of the work Doehler is doing. This will land us in the $3-5 range for sure.

    Then we can just say that Unilever and Nestle will simply push us toward $8-10. Even though we have no idea what kind of deal Unilever and Nestle are trying to accomplish. What ever.... its all the same. It's all Go Time !!

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 17, 2016 2:07 PM Flag

    I wonder how the Shanghai Disney park launch is going for PepsiCo China. This was used as an excuse/distraction from the IDC project. While at the same time, it would seem to be an opportunity for PepsiCo to utilize the IDC package if they played their cards right. It's not clear how much catching up PepsiCo will need to endure with Doehler pushing the envelope, and Coke jumping out in front.

    It's getting exciting..... !

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 11, 2016 2:45 PM Flag

    Pretty rough day for the market.... Disney and Macy's results are dragging down everything down. Sure is nice to be sitting up 10% and back in the 50's in IDND. :-)

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 10, 2016 1:02 PM Flag

    Sophia,
    Did you read the last report? I thought it was nicely written (updated) in a way that showed the chronology of events that caused you the 18+ years of waiting. You surely can remember the "Hershey World" chocolate milk dispenser. The main thing we grossly overlooked was the manufacturing capability (line speed, etc.) required to produce products using The Answer at enough gross margin to deliver the ROI. The high speed filler is what put this over the top. You waited over 15 years before receiving the news of the IDC/Cryovac SpeedFlex filler. At this point, we simply needed to wait for companies to develop products and upgrade their manufacturing capabilities. The point is..... each time we said "one or two more weeks and years"; we were waiting on something different.

    Pepsi wasted time... that's for sure. Now they are in a dog fight trying to catch up because Dohler jumped out in front of them. This thing is moving out in all directions from China to India to Mexico... all corners of the world is seeing the value.

    The tipping point is now.... really now. Like no kidding, now. We have reached Fat City.... now. We're simply waiting for the next announcement that says we booked the deal to reach cash flow positive.

    No dream, no joke,... we would have not landed a $1.5M investor on hope and a prayer. The time is now.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 10, 2016 8:33 AM Flag

    Hi Sophia..... No, not really. I have never been more positive and excited about IDC's business prospects moving forward than ever before. I only say "hopefully" we will hear news in a week or two is because we don't no definitively when we will get the news. One day, one week, two weeks,.... one month.

    Not only am I not negative, I'm back buying again..... whatever I can get my hands on at this level. :-)

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 9, 2016 12:15 PM Flag

    nah... same games as we've been watching with the 100 share prop trade. If the MM see no volume they can easily manipulate the PPS. I agree about the eye of the storm.... but, just how big is this eye? The May flowers are starting to pop up out of the ground. Hopefully we see the blooms in a week or two. :-)

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er May 2, 2016 11:06 AM Flag

    Welcome aboard MSG !! First we get Jonluxy...now you; things are heating up around here along with the volume.

    59,
    Unilever and Nestle, are these Dohler accounts? I'm agreeing with this newbie, what is your thinking behind these two in your post?

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er Apr 29, 2016 8:01 PM Flag

    Sweet Jack.... may the force be with you!! I pray that GA has 200% of the energy at your age and 1000% of your optimistic view on life!! And...... 5000% ROI. :-)

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    luke_sky_walk_er luke_sky_walk_er Apr 29, 2016 1:53 PM Flag

    While we wait for 59 to chime in, I'll hang a little meat on that bone...... enough fuel in the gas tank? GA is only 65 years old, he's just hitting his prime !! :-)

    I do think that some kind of deal with Tetra Pak has to be in the business plan, but I like 59's thinking behind a few years of organic growth. Let's focus on building this out so we have options. Build a nice big revenue steam and who knows the kinds of deals that can be made from the success.

  • luke_sky_walk_er by luke_sky_walk_er Apr 28, 2016 9:07 AM Flag

    59 / Pie,
    While we're waiting for news and the first quarter report, let's fill dead time reflecting on what the "bigger picture" looks like in the future. This was our sharks versus minnow's discussion we had some time ago.

    GA will need his own personal exit strategy over the next 10 years, what does this look like?

    Is IDC going to be a minnow that gets their intellectual property bought out by someone like Tetra Pak? The parent company Tetra Laval could swallow up IDC like a minnow for sure... just another piece of their 11B Euro conglomerate?

    We also have a piece of the Cryovac Speed Flex equipment, equipment is what Cryoval does for a living, not iDC. Where does this go.

    Tetra Pak is private, what is the incentive to do something bigger in the public markets to grow and increase shareholder value??

    Thoughts?

  • Reply to

    Bid / Ask

    by luke_sky_walk_er Nov 3, 2015 3:36 PM
    luke_sky_walk_er luke_sky_walk_er Apr 27, 2016 10:46 AM Flag

    Dude,
    I'm not sure this is right or not.... for example, when GA sent out the recent shareholders letter, each family member received the letter for each of their own account. All held at one brokerage firm to the same address.

    I didn't really care, I was just trying to get this newbie to give us some background about what brought him here.... since the number of shareholders is small even at 1,000. And there's only a few of us here anyway... you know.... us insiders sharing insider information to each other on a message board. he, he.

    S

  • Reply to

    Bid / Ask

    by luke_sky_walk_er Nov 3, 2015 3:36 PM
    luke_sky_walk_er luke_sky_walk_er Apr 26, 2016 3:34 PM Flag

    jonluxy,

    And who prey-tell might you be, to ask such a silly question?! We do like newbies on the board, considering you may be a new shareholder. If that's the case, welcome aboard.

    Inside info.... yes for sure, we're all insiders on this board. We are so far inside that we're almost outside and back in again. With the last known count of shareholders sitting at 100 what else can we be? LOL...

    You can read through the board.... its packed full on information. We are great crystal ball readers with a keen ability to read between the lines of management commentary in the quarterly reports to come to a reasonable conclusion that april showers do in fact lead to may flowers. !! You can take that to the bank. This is a strong buy. :-)

    Sentiment: Strong Buy

  • Reply to

    Bid / Ask

    by luke_sky_walk_er Nov 3, 2015 3:36 PM
    luke_sky_walk_er luke_sky_walk_er Apr 25, 2016 12:38 PM Flag

    It's nice to see the one penny spread between the bid/ask at .53 and .54 respectively. But we all know that without any news, press releases, or anything it will soon dry up and sit... showing zero volume. On the bright side, we have moved up to .54 on some decent volume and we have no downside pressure. All the activity is on the up side. Nothing but higher highs and higher lows are in the foreseeable future.

    When are we going to get some news we can bank on..... ??

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    luke_sky_walk_er luke_sky_walk_er Apr 25, 2016 9:41 AM Flag

    One of our frustrations is the word "rapidly" does not exist in the world of bulk aseptic packaging. This is why that Sophia has been here for 20 years with zero return on investment. We hold onto the fact that IDND is the Oak Tree growing in the forest. Slow growing, but strong deep roots and a hard trunk that can withstand any storm.

    I agree with Pie statement about the new $1.5M investor. It goes without saying that this guy was provided inside information to support his investment. We give solace to the idea that this will be the last infusion of cash needed to get this rocket ship to lift off the launching pad.

    A 10 bagger will be an understatement for sure.

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    luke_sky_walk_er luke_sky_walk_er Apr 20, 2016 1:09 PM Flag

    You know what's more comical.... we are on the move, and this board could not be quieter than ever before. All the naysayers (Sophia, Desmo, etc) realize we're finally on the move and will soon be jumping into the $1-3 range with the next announcement and cash flow positive. And all the cheerleaders (yours truly included) have no reason to "cheer" anymore because we are finally knocking at the door of the promised land. We are at the door.... knock, knock,.... volume is now telling us the door is very close to being opened.

    May the force be with you,
    ~ Luke

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    luke_sky_walk_er luke_sky_walk_er Apr 19, 2016 3:37 PM Flag

    We're looking good.... so who's turn is it to pop for 100 shares at .55 ?? :-)

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    luke_sky_walk_er luke_sky_walk_er Apr 19, 2016 11:11 AM Flag

    "Whisper, whisper, whisper"..... don't scare away people on the ask, the last batch below .50 is on the take.

    May the force be with you,
    ~ Luke

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    luke_sky_walk_er luke_sky_walk_er Apr 14, 2016 4:29 PM Flag

    There we go... now that's some detail we've been looking for. Good work Pie !! If Coke is truly working faster than Pepsi, and Pepsi is back engaged again, 2016 will be very fruitful indeed (pun intended) !!

    One pushes the other and we win !! Let's get this train running.....

PEP
101.90+0.81(+0.80%)May 26 4:00 PMEDT