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Pepsico, Inc. Message Board

luke_sky_walk_er 80 posts  |  Last Activity: 14 hours ago Member since: Feb 14, 2001
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  • luke_sky_walk_er luke_sky_walk_er 14 hours ago Flag

    Sophia,
    I don't think 59 and 67 are saying the same thing. 67 is complaining about the lack of transparency and GA not answering his phone. 59 is saying don't worry about it, the annual report will tell all that we need to know. Just because you're being left in the dark doesn't mean things are going to hell. It just means that you are being left in the dark. Face it, you always think things are going south toward hell. Others think that no news is good news. Realistically, worst case..... we tread sideways. It can't get worse when we haven't even started yet. That is the key point we need to read about. PepsiCo, or someone beyond Cold Star is starting to use The Answer and purchase a green machine. That is it. If not, we sit around for another quarter watching paint dry.

    The problem we all keep forgetting is the fact that it's the food & bev companies that are in control. We grow at the speed of the beverage product development managers. IDC can lead the horse to water. The horse drinks when it is ready. Now that we have a whole herd or horses around the trough, one will surely drink sooner than later. We believe it is PepsiCo. Then we will all be happy.

    Also, someone is clearly manipulating the tape. But this doesn't matter either. .30-.50 is all the same. Its sideways. The difference now is we have 150 share lots manipulating the tape. Someone is taking out share. Don't be surprised if an insider isn't taking out float. If an insider is taking out float, then why would they want to communicate anything? What if GA told all his peep's..... "you have until March 31 to get what you can get; after that, I'm taking the cap off. I'm not answering my phone, nothing. You have until 3/31 to accumulate. Then I release the annual report and the fire works start."

    Don't be surprised if this isn't true. You are only in the dark until the light gets turned on.

    May the force be with you,
    ~ Luke

  • Reply to

    The roaring .20's are gone for good !!

    by luke_sky_walk_er Feb 11, 2015 2:49 PM
    luke_sky_walk_er luke_sky_walk_er Mar 3, 2015 7:32 AM Flag

    Sophia,
    I'm glad to see I'm able to make you laugh. One of the challenges we will face is the fact that we sit on OTC exchange. You continue to complain about volume and price as if it there is any form of intrinsic value correlation. You are smarter than this. We channel between .25-50 until cash flow positive. If you are saying that simply waiting to read about increased gross revenue and cash flow positive is totally poor, then it is what it is.

    The annual report is late? We are fortunate that this OTC company continues to provide quarterly reports at all. You make me laugh when you complain about what is written and call it empty promise when the fact remains that 95% of OTC companies to do file any report at all..... let alone continue to provide audited reports.

  • Reply to

    The roaring .20's are gone for good !!

    by luke_sky_walk_er Feb 11, 2015 2:49 PM
    luke_sky_walk_er luke_sky_walk_er Mar 2, 2015 9:08 PM Flag

    Desmo,
    You got this one, congrats, one point Desmo. Someone is working very hard to keep this down, using 150 share blocks to manipulate the tape. It's clearly computer generated. At times you can see this play out in exact 5 minute increments before the X,000 share blocks are taken out.

    We're now one month away Desmo, so enjoy your point. This day will be nothing more than a bump on the path the cash flow positive. Relish as much as you need, your time is limited at best.

  • Reply to

    Reverse Split

    by hair_pie_face Feb 26, 2015 1:36 PM
    luke_sky_walk_er luke_sky_walk_er Mar 2, 2015 10:58 AM Flag

    erchitect, I have a slightly different slant versus making an outward statement that this is completely "old" news. The part that is old news is the fact that Starlim produces the silicone seal for The Answer. That is old news. The fact of stating they have been in Serial Production for "several months" is not news worthy. Remember, companies like Cold Star have had consistent demand for The Answer for years. The intriguing question is why did they choose to post an old news article again in December 2014?

    I'm thinking because the volume is picking up they felt the need to re-post the article. PepsiCo has launched, gross revenue is on the rise, so Starlim wanted to get the word out again that they have some skin in this game. Companies repost old articles periodically, all the time. But usually there is a trigger. Starlim's demand forecast for silicone seals is on the rise.... and this is why!

  • Reply to

    Reverse Split

    by hair_pie_face Feb 26, 2015 1:36 PM
    luke_sky_walk_er luke_sky_walk_er Mar 1, 2015 6:31 PM Flag

    Sure...... WB the epitome of intrinsic value stock investing, I give you that all day long. I'm only drawing a couple of simple correlations.

    First of all, Berkshire Hathaway is a defunct textile mill. It's merely a name. If IDC grows through acquisition the idea is The Answer could turn around to be nothing more than a small "piece" (pun intended) of a larger global packaging conglomerate. The same way that Berkshire owns Diary Queen and Hush Puppy shoes, IDC and Tetra Pak become one and the same.

    Second, most of WB's more strategic acquisitions come about after he was age 60. GA.... I don't think he's ready to sit in a rocking chair on the front porch any time soon. 60 is the new 40. GA is just getting started having fun; and the original shareholders are counting on $30 bucks a share to be happy.

    Stop looking in the past. Look at what is staring at you in your face... right now. Catch up Sophia, stop looking at the last 18 years behind you. You need to look at the next 18 years in the future.

    The only joke worth laughing at is anyone that thinks about cashing out IDND at $1 buck, $3 bucks,.... this is not how WB built Berkshire Hathaway. WB buys and holds for the long term.... if not forever.

  • Reply to

    Reverse Split

    by hair_pie_face Feb 26, 2015 1:36 PM
    luke_sky_walk_er luke_sky_walk_er Mar 1, 2015 12:52 PM Flag

    Insider knowledge, optimism, or mere untamed enthusiasm.....

    Call it what you want, but I believe we've been provided a more than fair amount of information in the quarterly reports to draw an optimistic conclusion. Sophia calls some statements empty promises. But I read most of those general statements like a progress report not a promise. Quarter over quarter we read about progress across multiple fronts.

    I think optimism comes from one simple fact we all know. We've merely been waiting for PepsiCo or any one contract beyond Cold Star to reach positive cash flow. That is it. That along is worth $3-5 a share. Then a move back to the NASDAQ is inevitable. We don't need to be an insider to all draw the same reasonable conclusions.

    That leaves the question of growth...... organically or through acquisition. GA isn't getting any younger. I'm thinking IDC is kind of synonymous with a small age old textile mill called Berkshire Hathaway. WB is 84 now and finally looks to be slowing down. That gives us about 15-20 years for GA to grow IDC into something that looks like....... a shark or a minnow. :-)

  • Reply to

    Reverse Split

    by hair_pie_face Feb 26, 2015 1:36 PM
    luke_sky_walk_er luke_sky_walk_er Feb 26, 2015 3:19 PM Flag

    I'm with Jack on this one. 80 million shares outstanding and 33 million float is good. The only reason we're trading sub $1 is because of the NASDAQ de-listing and move OTC. We were for sure trading around $3 when we were on the big board.

    I disagree that we will be $1-3 in a year or two. We will be $1 in a month or two. And I believe that $3 is in the cards in 2015. Or should I say crystal ball. :-)

  • luke_sky_walk_er by luke_sky_walk_er Feb 26, 2015 1:12 PM Flag

    Can we anticipate a leak before market close. We will again push toward 52 Wk Hi. Hold on to your hat, tomorrow will be a great ride.

  • Reply to

    New Tap?

    by jackgotney Feb 24, 2015 2:27 PM
    luke_sky_walk_er luke_sky_walk_er Feb 25, 2015 11:43 PM Flag

    Jack, It's o.k. what ever you can dig up is good stuff !! It's better than our "watching the paint dry" thread. :-)

    Here's the deal, and it's very simple..... PepsiCo is the largest food and beverage company. They are "the" Whale. Every supplier of PepsiCo across the entire world globe moves at their pace. There are some people (Sophia, et. al.) that treat a secret weapon like The Answer like a light switch. It's either on or off. That is not how this works.

    The Answer "is" a PepsiCo secret weapon. Tingyi JV's and Disney Corp. distractions are just business. Don't think that even a company the size of PepsiCo doesn't call their suppliers to give them a "heads up". We received this message in the last report. PepsiCo extended the IDC contract. They are moving at their own pace. Capacity issues don't get brought up for nothing. :-)

    Watch for the gross revenue # in the annual report. That is the sign of life !!

  • Reply to

    New Tap?

    by jackgotney Feb 24, 2015 2:27 PM
    luke_sky_walk_er luke_sky_walk_er Feb 25, 2015 1:43 PM Flag

    Jack,
    Now that I see this on the Starlim website, I see you post this is all the same news from Dec. 2014. What are you saying was posted on 2/21/15 if this is the same press release?

  • Reply to

    New Tap?

    by jackgotney Feb 24, 2015 2:27 PM
    luke_sky_walk_er luke_sky_walk_er Feb 25, 2015 10:51 AM Flag

    I don't see the link. Can you post again in a way that we can get it without it getting deleted.

  • Reply to

    New Tap?

    by jackgotney Feb 24, 2015 2:27 PM
    luke_sky_walk_er luke_sky_walk_er Feb 25, 2015 8:48 AM Flag

    A couple of things.... yes, the overall context is from 2013-2014. We read in the IDC reports from that time:

    The Company has recently partnered with StarlimSterner (“Starlim”), the world’s premier precision molder of silicone, to manufacture the seal and make it as robust as possible. Based in Austria with manufacturing facilities in Ontario, Canada, Starlim manufactures silicone parts for medical devices with microscopic tolerances and brings an unprecedented level of technical expertise, as well as superior cost control. The Company believes that Starlim is a stellar addition to its manufacturing team.

    More importantly.... " "The silicone part has now been in serial production for several months. " That is because it's "go time" right now in Tingyi. PepsiCo once again ratified the IDC contract and now they are producing product.

    We all can whine and complain about the past. We can type in ALL CAPS about how LONG it has taken to get to this point. Complaining is fruitless and a waste of energy.

    This article is out, because it is happening now. Companies like Starlim-Sterner want to get the word out that they are making cool new products. First we hear about pieces, then parts, then equipment, then product, then GROSS REVENUE. Sales revenue now, is 2nd quarter money in the bank.

  • Reply to

    The roaring .20's are gone for good !!

    by luke_sky_walk_er Feb 11, 2015 2:49 PM
    luke_sky_walk_er luke_sky_walk_er Feb 24, 2015 11:19 AM Flag

    Ok, since we're enjoying conjecture, I disagree the 150 share lot is done to have the closing price at the high of the day. Read this conspiracy theory......

    Our infamous 150 share lots are not troubling at all, but purely an enigma!?! Our trading today appears to be computer generated. What just happened this a.m. is to perfectly executed to be a person on the other end of mouse clicks.

    Right at the open it started in perfect 5 minute increments:

    09:30 - 3,000 @ .3203
    09:35 - 2,000 @ .3203
    09:40 - 2,000 @ .3203
    09:55 - 1,000 @ .3203
    10:00 - 1,000 @ .3203

    Then...... low and behold... abracadabra.... we look into the crystal ball and ...... POOF:

    10:10 - 150 @ .3799.... and this is how we sit at this time of typing.

    The conspiracy goes, someone has set up a computer to systematically accumulate a random fixed amount daily. Then it executes perfectly a 150 share order .0001 cents below the current Ask price.

    And yes, The roaring 20's are gone for good !!

  • Reply to

    The roaring .20's are gone for good !!

    by luke_sky_walk_er Feb 11, 2015 2:49 PM
    luke_sky_walk_er luke_sky_walk_er Feb 23, 2015 11:38 AM Flag

    Laugh all you want..... It's all about the trend now Desmo, it's all about the trend. And the trend don't lie. You can see it in the charts.

  • Reply to

    sealed air

    by nedough25 Feb 17, 2015 6:31 AM
    luke_sky_walk_er luke_sky_walk_er Feb 22, 2015 12:06 AM Flag

    Dang Jan.... I hate to think you're getting so old now that you can't even remember the simplest plan.

    Ok, again.... one step at a time. Yes, .50 to 1.00 is simply happening on back alley information. It's happening now. We will then be waving at your .50 as we fly right by. Now watch my lips, they are moving slowly when I say $3 to $5 comes with cash flow positive. How many times does that need to be repeated.

    $10-30... sure, but even you know we'll be back on the NASDAQ when this happens.

    How can you say "your faith is fading fast" when we're the ones that have to keep repeating what is happening right in front of your face?

  • Reply to

    sealed air

    by nedough25 Feb 17, 2015 6:31 AM
    luke_sky_walk_er luke_sky_walk_er Feb 21, 2015 10:57 AM Flag

    Sure Jack.... I was waiting to hear for erchitects crystal ball observing our famous 100-150 share trade that pulls us back into the .35-.39 range..... after 10k shares got taken out at lower levels. The difference now is the bid/ask is tighter. Our time has come. Sophia will get her .50 cents very soon and we'll fly right by on our way to 1 buck. Just my opinion. :-)

  • Reply to

    sealed air

    by nedough25 Feb 17, 2015 6:31 AM
    luke_sky_walk_er luke_sky_walk_er Feb 20, 2015 9:09 AM Flag

    The bid/ask has tightened up and the volume appears to be consistent, daily, over the last couple weeks starting Feb. 5. next stop is .40 - .50. :-)

  • Reply to

    sealed air

    by nedough25 Feb 17, 2015 6:31 AM
    luke_sky_walk_er luke_sky_walk_er Feb 18, 2015 3:38 PM Flag

    Sitting on top of the Cryovac web page.... I think that "The Chocolate Shop" box with The Answer on it looks pretty cool. The Chocolate Shop.... hmmm...... doesn't that look interesting!!

    Sophia..... if you put all your stock on the market asking .32; it will go. I bet it will all go in the same day. 150,000 shares at .32 (or what ever you have), they will get gobbled up.... putting you out of your misery. April 1st is a long time away..... there's no sense waiting another 42 days. Let them fly, you will be happier for it.

  • Reply to

    sealed air

    by nedough25 Feb 17, 2015 6:31 AM
    luke_sky_walk_er luke_sky_walk_er Feb 17, 2015 1:18 PM Flag

    Jack.... I think a while back oneinvestor59 triggered a discussion about who is the shark vs. minnow? As you know, Tetra Pak acquired Alfa-Laval in 1991. This whole thing is still private..... with $11B in annual revenue.

    Isn't Alfa-Laval behind the IDC/Cryovac filler? Hmmm........ ??

    We don't want new careers Jack..... we just want to make money. :-)

  • Reply to

    PepsiCo China, new products

    by luke_sky_walk_er Feb 11, 2015 3:19 PM
    luke_sky_walk_er luke_sky_walk_er Feb 17, 2015 12:21 PM Flag

    Still looking for comments...... Does anyone have insight into new products coming out of the Shanghai China R&D center? We all know that PepsiCo has contracted with International Dispensing Corporation (IDND) to produce product using their aseptic dispensing tap, The Answer !! We also know that there are various cool looking packages on display in Shanghai's R&D center. With the new PepsiCo deal with Disney in China we can all anticipate some cool new stuff coming down the pipe. Anyone with contacts in China........ please chime in !!!

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