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SodaStream International Ltd. Message Board

martinitony 2279 posts  |  Last Activity: Feb 8, 2016 12:11 PM Member since: Jul 13, 2000
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  • martinitony by martinitony Feb 8, 2016 12:11 PM Flag

    JMHO, but that what's probably in store for CHK. They are figuring out the best way to get control with the most leverage and least dollars. Buy debt at a few cents on the dollar. Buy stock on the cheap. Remember for all those shares sold, there were buyers. The bond holders are desperate and guys like Icahn will offer them a deal they can't afford to refuse for fear of ending with nothing. When it's over they will own the company with no actual buyout and then flip to Exxon or whoever for a nifty $5 billion profit. This is how raiders like those guys make a fortune. Who can blame them. In the meantime, if you can figure where it ends up, take advantage. I'm buying a few figuring when the announcements come in a few days about their increases in ownership, CHK will pop. But, I could be wrong.

  • martinitony martinitony Jan 11, 2016 10:13 AM Flag

    Anything that makes a product more marketable is likely to yield highest price. Suppose you were going to sell your house and all buyers who lived outside of your neighborhood could not make an offer. Would that affect the selling price of your home?

  • martinitony by martinitony Dec 14, 2015 3:52 PM Flag

    This time of year stocks that have really taken a beating really take even more of a beating as holders unload to balance their gains and losses. Since almost everyone is a loser this year on CHK expect the decline to be brutal and then end abruptly as everyone leaves for Miami and Cayman. This has happened to CHK before and the bounce at the end of December and January should be something to see.

  • Reply to

    Put My Short Back On GMCR

    by attymdmnola Sep 30, 2015 11:05 AM
    martinitony martinitony Sep 30, 2015 12:18 PM Flag

    You're thoroughly wrong.
    Actually, the only hope SODA has is renewed interest in home soda making and it isn't SODA that's going to get that done. It might be GMCR/KO. Guess who gut's carried along in the wave if that happens?
    If it wasn't for Honda, Harley would be long gone and you know that's true.
    So, wish GMCR the best if you ever expect SODA to recover.

  • Reply to

    Looks Like Someone Dumped

    by attymdmnola Sep 30, 2015 9:55 AM
    martinitony martinitony Sep 30, 2015 10:23 AM Flag

    If a person holds SODA, they need to hope that Kold is successful. The problem is that no one seems to hold out much hope for Kold. The Motley article at least mentioned that people were still thirsty sometimes.

  • Reply to

    Keurig Kold now available

    by theburgh Sep 29, 2015 9:22 AM
    martinitony martinitony Sep 29, 2015 10:39 AM Flag

    FWIW I've been buying about 4 six packs of 16 oz soda when I go to Kroger lately. Let's see 4 times 6 x 16 oz equals 24 lbs. This seems like pretty good exercise versus just moving that machine into place just one time.

    $1.25 for an 8 oz. coke sounds a little pricey, but if I had one of these machines I could spend the first few months of ownership showing my friends how absurd it was. That many laughs is an added value some of you aren't recognizing.

    I just heard Rand Paul rattling off a bunch of ridiculous expenditures that the US government makes. That's fairly easy to explain. Can anyone explain GMCR doing this and being backed by KO?

  • martinitony by martinitony Sep 28, 2015 1:00 PM Flag

    Is it sinking today because they forgot to fire Birnbaum, too, or is it that human beings no longer get thirsty? Which is it?

  • Reply to


    by martinitony Sep 11, 2015 10:09 AM
    martinitony martinitony Sep 11, 2015 12:26 PM Flag

    Not that it matters, but what will PEP learn from 50 stores? I would guess that there are enough SODA shareholders in these communities to buy out the stock of PEP SODA caps pretty quickly.
    I suppose my point is that the plan makes no sense or at the most not enough sense to base any significant business decision on.
    I might even suggest that the plan has more to do with perception than reality. Perhaps PEP wants to benefit another negotiation for example.
    What Daniel has to say is most likely irrelevant because he probably doesn't really know what's going on anyways. He has clearly demonstrated his ability to not know what's going on for a couple years now.

  • Reply to


    by martinitony Sep 11, 2015 10:09 AM
    martinitony martinitony Sep 11, 2015 10:23 AM Flag

    How much capacity do they have and how much could be made available if they wanted to max it? Your answer might be technically correct, but still doesn't deal with what I said. They could, I suspect , have gone a great deal further.

  • martinitony by martinitony Sep 11, 2015 10:09 AM Flag

    The rumors of PEP were in June of 2013. Rumors moved the stock price as much as $40, maybe more that morning.
    You gotta wonder what is going on here. Would PEP try out a new product in such a limited market?
    Doesn't a limited market eliminate all the synergy that goes with a nationwide effort?
    I think they know this and this lack of seriousness suggests something, but I really don't know what.
    Perhaps it was a little reward for closing the West Bank plant.
    Maybe they'd go nationwide if they fired Birnbaum.

  • Reply to

    Bought some just now.

    by drjohnlong Aug 18, 2015 10:54 AM
    martinitony martinitony Aug 18, 2015 11:01 AM Flag

    Doc, SODA has been a great find for you. It works out perfectly as a way to offset other gains every year. There is always that pony in this pile of ....

  • Reply to

    Keurig's pain, Soda's gain ...

    by soberview Aug 7, 2015 10:00 AM
    martinitony martinitony Aug 12, 2015 12:18 PM Flag

    I know exactly what it means. After they bought SODA they would have lost only about 2/3 of their investment.

  • Reply to

    Low should be tested

    by atjr1946 Aug 3, 2015 4:21 PM
    martinitony martinitony Aug 4, 2015 10:34 AM Flag

    The existing user base is shrinking. Don't believe otherwise. The $150,000,000 may have been wasted and done nothing but add to the burden the company carries. Things get better or they get worse. Rarely do they stay the same. If it doesn't work quickly, SODA will either go bankrupt or be sold for pennies on the dollar.

  • Reply to

    Low should be tested

    by atjr1946 Aug 3, 2015 4:21 PM
    martinitony martinitony Aug 3, 2015 6:30 PM Flag

    Things that were said months ago have come true. Some said if it goes through $30, it will go through $20. Here's another. If it tests $16.80 it will go through $15. And if it goes through $15, a reorganization such as bankruptcy will be discussed in the not so distant future.
    Forget the BS. IF this program doesn't work instantly, it will fail and that news won't take months to reach the street. The company has 60 days left to prove itself, at the most.

  • It was the first time I had bought several six packs in 4 years. They were on sale, but that wasn't the reason. Simply put, it is harder to by Sodastream products, the ones I use, than it used to be, and it just doesn't seem worse the struggle anymore.
    If I try Staples, I might find a flavor or two I want and the same is true at Target or BBB. It used to be easy to find most of what I wanted at any of these places. Not so today.
    I might be an exception to the typical customer, but I doubt that. My sense is management is like the Dutch boy with his finger in the dam when another leak develops. The strategy doesn't seem like a hard wall but rather it's made out of silly putty.
    Hey, I could be wrong.

  • martinitony martinitony Jul 20, 2015 1:16 PM Flag

    Why would you believe this?
    So far, SODA has left a relentless two year record of failure. So, how do you come to the conclusion that will change? Given the continuation of the current management, isn't the opposite more likely? Perhaps the market is not that complicated and SODA's march toward oblivion is confirmation of the obvious.

  • martinitony by martinitony Jul 15, 2015 5:57 PM Flag

    It is $520 million. Do you guys remember that Birnbaum said $1 billion in 2016 two years ago?
    How is it possible that this schmuck is still running the company?
    He should be cleaning bed pans in Iran.
    Give it up. The BOD is as feckless as Birnbaum or he would have been long gone by now.
    He has been a total failure. Who would deny that except perhaps Golden?
    The company has no prospect for operational success, only a small possibility of selling its assets or itself for something a little greater than its current market value. That's why its current market value is where it is.
    I'm embarrassed to say I once believed in this company's possibilities.

  • Reply to

    EVERY LONG has to ask

    by mike_masin Jul 1, 2015 2:03 PM
    martinitony martinitony Jul 1, 2015 3:03 PM Flag

    It's not manipulated. This happened before without manipulation. Losses lead to more losses sometimes just because of market conditions. When Aubry got stuck several years ago we all got hurt as he sold millions of shares to cover his margin losses. This is what is happening now. It is oversold not because it is worth so much less but because those selling need to sell. Soon, hopefully, they will be done and the stock price will rebound dramatically, and not over many months or a year but over weeks and a few months.

  • Reply to

    iSoda launch

    by goldenseth Jun 15, 2015 7:45 AM
    martinitony martinitony Jun 15, 2015 11:39 AM Flag

    Your response is interesting. Instead of telling the poster why he is mistaken, you insult him by questioning his "understanding" of things. It would be like me just posting that you are an arrogant sob rather than explaining what you do that makes you that way.

  • Reply to

    Economists Are The WORST Stock Market Forecasters

    by attymdmnola May 31, 2015 11:16 AM
    martinitony martinitony May 31, 2015 12:02 PM Flag

    Speaking of useless information, you just gave us useless information about useless information. Thanks so much to you, too.

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