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Pepsico, Inc. Message Board

luke_sky_walk_er 96 posts  |  Last Activity: Apr 28, 2015 8:33 AM Member since: Feb 14, 2001
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  • luke_sky_walk_er luke_sky_walk_er Apr 28, 2015 8:33 AM Flag

    Yeah right..... Hilly Billy is our good luck charm. He shows up and we pop again 25% back into the mid .30's. Cha ching!!

  • Reply to

    Price Action

    by luke_sky_walk_er Apr 21, 2015 9:06 AM
    luke_sky_walk_er luke_sky_walk_er Apr 23, 2015 11:58 AM Flag

    Have a great trip Jack, be safe, don't drink the water. We will miss your help with keeping the board alive.

    Also, I don't think you need to be extra careful of not giving financial advice!?! Unless you are licensed in the financial industry...... caveat emptor. It's a message board with alias identities Jack. All of us are out here chanting buy, sell, strong buy, go long! If you work for GS, then we expect you better start posting more financial advice not less. :-)

    Make sure to at least say hello on the weekends. We don't want to be concerned that you drank the water!

  • Reply to

    Price Action

    by luke_sky_walk_er Apr 21, 2015 9:06 AM
    luke_sky_walk_er luke_sky_walk_er Apr 21, 2015 3:52 PM Flag

    Nice digging, good git' desmo. I'm sure we all wish we were back in that .60-.80 range like those days. Now we hope that .50 cents is around the corner. :-)

    I do feel grateful it's taken longer than anticipated. I would not have been able to accumulate all those .15-.20 lots otherwise if we made $1 back then and kept on going. It's all good now. Wham.... ready for lift off.

  • luke_sky_walk_er by luke_sky_walk_er Apr 21, 2015 9:06 AM Flag

    Interesting price action yesterday. Good volume at .32 and .33. And of course our famous 100 share trade at .35 to give us the happy feeling blip we've been used to and missed the last few days :-)

    I believe we can begin to start anticipating more interesting looking volume and price action based on "word of mouth". Even a company as large as PepsiCo we know that people working on the Frito Lay side of the business have no clue what is going on in the beverage side, let alone Shanghai China. Especially in the R&D space. Now that we are achieving approvals from ALL departments in PepsiCo, the internal exposure will begin to have a slight ripple affect on IDND stock.

    Then at some point, PepsiCo will have to allow some form of newswire approval to IDC. We will be already moving toward .50 or more before a newswire is made public. We are already seeing these .32/33's now, so word of mouth is already happening.

    But, the naysayers will still have their say. Because this price action is going to be "lumpy". It will come and go, because word of mouth is a person at a time. Then once we get the newswire that PepsiCo has launched, then we will see the consistent volume and ascent to $1 we've been waiting for.

    Then we tread sideways until cash flow positive. Not until cash flow positive will we see $3-5. At this point we have reached to promised land.

    May the force be with you,
    ~ Luke

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 17, 2015 11:01 AM Flag

    Jack, Even more easily stated, stock performance is/should be a piece of Mr. Shavers compensation package. There's options on the books between .60-$1, and $1-2. I realize 1/2 million options at this level is peanuts; but just wanted to agree that stock performance must clearly be a piece of his compensation.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 16, 2015 10:30 AM Flag

    Dude,
    I think 59 probably has more insight into this question. In my opinion, its simple to say the Pepsi isn't in the packaging business. They even jettisoned their own bottling company. If they don't even want to be in the bottling business why would they aspire to buy this thing.

    The better question is what is the IDND strategic plan? It makes sense to do a deal with Tetra Pak. The interesting thing about this is the fact that Tetra Pak is privately owned and operated. How would this play out.

    59.... got an opinion about these two things?

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 15, 2015 2:36 PM Flag

    Jack,
    It has to, there is no choice for it not to be soon. For a launch to "absolutely" happen in 2015 it will have to be soon. We can speculate (and have) how long it will take to fill the supply chain when they decide to pull the trigger. In my book, May/June/July... this is all soon enough to call it soon.

    At some point we have to start thinking about PepsiCo putting pressure on themselves to launch. Up until this point, it has been Pepsi getting "internal" acceptance from ALL departments. Typically, suppliers like IDC and everyone else would not be privy to internal approval processes. But once approved, then the pressure changes to "go, go, go, get this thing launched before Coke see's what we're doing". This is when the fun begins.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 15, 2015 11:50 AM Flag

    Good stuff Jack. Yes, we are running on a shoestring. But we are truly benefiting by the quality of the funding. We have a small amount of people, deeply invested. It is these deep roots that we rest knowing its more about time than money.

    It doesn't take a crystal ball to see the value of the technology and it's market potential. I believe that Pepsi will be the first mover. But they dragged their feet way to long to get a real market moving advantage. Coke and others will be quickly behind them..... because this has taken 4 years. Pepsi did all the market studies and proof of concepts. The rest will take advantage of this and move straight to product development. We know they have already.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 14, 2015 5:02 PM Flag

    Jan,
    I will chime in on this one... if you call the last report the same "False Promise", then what needs to happen is for Pepsi to further delay or cancel the project. If this is true, we will all be following Pie's lead.... let the lynching begin.

    The crystal ball.... If Pepsi will "absolutely" launch in 2015 the way it is currently reported, they will need to get started by June/July to fill the supply chain. Otherwise you're right. If we don't see order in May/June and product being produced they won't hit 2015. Then you have your false promise.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 14, 2015 10:18 AM Flag

    Jack, Amen.... that is my point. This is not a new experience, dealing with a company the size of Pepsi. They are now victim of their own size/success. This is why we see activist investors wanting to break them apart. They are not nimble like the Sunkist protein shots. This is why we read in the report "Acceptance within a big company has to come from ALL departments, and when a company the size of PepsiCo qualifies The Answer®, this represents a significant validation and accomplishment". This is going to be huge, and why we quickly turn our focus inside about our own capacity constraints.

    It's hard to be first. People lose their jobs when the risk is high and initiatives fail. That is why "ALL" departments are required to sign-off. Pepsi did all the heavy lifting for everyone on the globe. Once launched, the competition will quickly follow because Pepsi already proved the business plan. There will be a stampede behind the Pepsi launch.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 13, 2015 11:33 AM Flag

    59,
    I think we would all agree that Pepsi rolling out to other parts of the world is less important to us right now. What we need right now is a business wire that IDC has a PepsiCo order in hand, and product production has started at Tingyi. This is it. We would all be relieved that we are cash flow positive, making money, and moving out.

    I'm sure that IDC will continue to have someone come forward for more .42 cent handouts. And at 10%, that's a pretty good return on investment for those loan providers. So I don't think the "going concern" will be an issue come June 30.

    You know what would be great..... PepsiCo bureaucracy is so slow and painful, I would love to see one of those other deals quickly pop forward and steal Pepsi's lime light. It would be a laughable moment to see that Coke in India moved out quicker than PepsiCo in China and stole their thunder. Greg should start focusing on the next deal. Pepsi will inevitably launch soon, what's next? What's the next deal after PepsiCo?

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 10, 2015 10:17 AM Flag

    Jan,
    Well I guess we can't argue about most of that. But at the same time, we already knew in 2014 they didn't get started at PepsiCo. Don't be frightened about the disclaimers... you know better than all of us that GA sells a mean batch of snake oil. It's pretty simple to me, if we're not making enough money, we take on another loan, and hand out a few more .42's.

    For Sophia's sake, I hope you keep holding Jan. Promoting Tom S. to the CEO tells me this chapter is closing. There is a pattern here that you know. While empty (ie. no new revenue), this train is moving at the glacial speed of the industry. Now is time to start penning the next chapter.

    With Tom now CEO, what do you think GA will be focusing on? Think Ithaca industries. He knows how to sell snake oil. This will work to our advantage. PepsiCo is a whale on the books of a minnow. In a LBO, a minnow can eat a shark.

    HOLD

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 9, 2015 10:58 AM Flag

    I couldn't help myself... I had to skim the report to read about PepsiCo.

    Because it has taken PepsiCo so long to ramp things up, I thought it was cute they chose to put ALL in "caps". Acceptance within a big company has to come from ALL departments. I know I'm splitting hair's as I focus on specific words but there was a new reference to "qualifying" and validation. We now read that PepsiCo confirmed that it conducted a comprehensive worldwide search to make the final validation. We know a company this size of Pepsi is "go big or go home".

    The words around Pepsi are much more precise and deliberate. "The company is establishing an entirely new packaging format with leading global beverage brands--a format that cuts across multiple food and beverage categories--a complex process where precision and perfection are paramount but where the ultimate rewards are great indeed." These are much more conclusion words that they are beginning to move out.

    Now we ask ourselves, is GA comfortable enough we've reached the promised land to begin to do less heavy lifting? We read that Tom Shaver has been promoted to CEO by the Board in March 2015!?! GA now only carries title of founder and Chairman (not CEO or Co-CEO's). Interesting?

    I thought the .42 handouts were done.... in 4Q we have another $140k loan, but also one individual investor picking up $100k worth at .42.

    P.S. I couldn't find anything about mold capacity. I guess it is what it is.

  • Reply to

    Annual Report

    by oneinvestor59 Apr 8, 2015 4:55 PM
    luke_sky_walk_er luke_sky_walk_er Apr 9, 2015 8:30 AM Flag

    59,
    So what is your assessment? I will read through it this weekend, I'm just interested to read your thoughts on the "capacity" debate. How did this shake out?

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 8, 2015 5:03 PM Flag

    Sure, that is the point and the conclusion of Shubin. It's not an evolution it's a common design (like man and ape). To this day it's a known fact that evolutionists cannot provide a mechanism for how common traits could develop through random processes in the first place. Or better yet how they can be transferred to some new and more complex terrestrially mobile kind of animal down the road. God provided each kind of animal, and a human being, with the anatomical designs needed to function in its environment, no evolution is required.

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 8, 2015 2:35 PM Flag

    "cyber shaming by Sophia".... LOL. You're making my day Jack.

    I was hoping that maybe the report is getting held up a little bit because they are trying to get approval from the non-disclosure stuff to "hang a little more meat on the bone". Give us some more details that we don't typically get because of NDA. Either way we'll get a cyber shaming by Sophia for every quarter until we reach cash flow positive. That is a certainty.

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 8, 2015 1:02 PM Flag

    It's ok Jack, you're not rambling as much as sometimes its hard to put all the thoughts together into something meaningful to debate.

    Shubin's "Your inner fish"; you're a hoot Jack, to funny. As I said before, my quest for the truth started when I reached 40'ish. So as an adult, I've pretty much consumed them all from Darwinism, to Shubin, to the Bible, and back again. To claim the human body itself contains evidence of evolution from a fish was an entertaining fable for sure.

    I concluded that in the beginning God designed a perfect human body along with a perfect world to live in. Then God warned Adam that rebellion would have consequences. Adam did rebel... (free will Jack) and ever since that day the entire world decay's under sin’s curse. People’s bodies get old, break down, get ill, and die. The problem is not bad design or evolutionary, but the perversion of God’s original design as a consequence of man’s rebellion against the Creator.

    Shubin just pointed out patterns, One bone, two bones, lots of bones, and then fingers. He simply assumes that similar skeletal patterns (common designs), demonstrate common ancestry, rather than a "Common Designer".... a Creator of all life.

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 8, 2015 11:23 AM Flag

    Jack, you mention evolution as if it's a singular noun... and beliefs as if they can only be true or false. We must carefully distinguish between the different meanings of the words theory of evolution in order to give a clear response. Don't ramble Jack, you appear smarter than this. Be clear in your conviction.

    I'm good with any of these below.... so let's take it a little more slowly since we have another 3 months before we debate if IDND is going to start making us any money. :-)

    We must distinguish between:

    (1) between the theory of evolution as a scientific hypothesis and as a philosophical speculation.
    (2) between the theory of evolution as based on theistic principles and a materialistic and atheistic foundation.
    (3) between the theory of evolution and Darwinism.
    (4) between the theory of evolution as applied to the vegetable and animal kingdoms and as applied to man.

    Top down, bottom up, inside out,.... just don't gurgle it all together. One at a time please, or it makes my head hurt. :-)

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 7, 2015 11:19 PM Flag

    Jack, I'm not sure you've answered Pie's question in all of this. Are you happy with your free will Jack? I hate to be the one to tell you this decision was made for you by someone else. You don't have a choice about this. But what you do with your free will... that is your choice. I chuckle at those that say, "If there was a God, then X, Y, and Z, would not be happening". But ask them about their "free will" and they look at you like a deer in headlights.

    Oh wait... I get it! You and I get "free will" for some reason. But the ISIS guys, they don't get their free will. Who decides what we're suppose to believe in Jack? It's not as random as you think, really.

    CNN, TrueTV, falling babies.... it's much simpler than this Jack. God actually made it really simple. We have free will Jack. This provides us with our God given right to make choices. You and I, and ISIS, we make choices in what we believe. For that right, God simply provide 10 simple commandments. And when it's all said and done, he'll simply ask how we did.

  • Reply to

    Happy Easter

    by luke_sky_walk_er Apr 5, 2015 10:53 AM
    luke_sky_walk_er luke_sky_walk_er Apr 7, 2015 2:30 PM Flag

    You know what I find interesting about all of this? Back in the 13th century when this occurred, those people where simply documenting what was happening. There was no reason to have an agenda, it simply was. It's not a belief, its just a matter of history.

    And yes, I do think blood coming out of a host is a miracle. For the same reason that a host mysteriously turning into human flesh is a miracle. This has nothing to do with a belief system. It happened, it was studied, and it could not be refuted. A miracle is an event not explicable by natural or scientific laws. In this case, science did say.... "hmmm, how did this piece of bread turn into human flesh?". I can't tell you how it happened, but its clearly a piece of human flesh now. Go figure. Maybe the Priest just made a human flesh wafer and pulled it out of his pocket like a juvenile magic trick. :-)

PEP
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