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SodaStream International Ltd. (SODA) Message Board

martinitony 619 posts  |  Last Activity: Nov 20, 2014 11:31 AM Member since: Jul 13, 2000
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  • Reply to

    Product demo

    by goldenseth Nov 20, 2014 10:04 AM
    martinitony martinitony Nov 20, 2014 11:31 AM Flag

    You shouldn't be allowed to get away with stupidity. But, I agree, you are free to do so.
    Comparing product demos from last year to demos this year using Pepsi syrup instead of SODA syrups would be like suggesting that a car company with a new model should expect the same results this year even though there is a significant model change.
    Although we don't know if the Pepsi demos will have a small, large or no impact, clearly your analogy is pure stupidity.

  • Reply to

    Almost A $1 On No Volume

    by attymdmnola Nov 20, 2014 9:59 AM
    martinitony martinitony Nov 20, 2014 10:25 AM Flag

    It's just speculation, but it's based on real possibilities created by this Pepsi thing, IMO. Will anything come of it, I doubt it. However, the fact that Pepsi is even messing with SODA tells you more about SODA's competitors than about SODA, IMO. I think Pepsi senses that the competition has flaws, perhaps big flaws.
    I'm not sure that Pepsi can be locked out of GMCR Cold by KO. That might be anti-trust stuff. It's not some exclusive like at the ball park.
    So, since PEP must be familiar with GMCR Cold product, why try out SODA?

  • Reply to


    by papakoz Nov 14, 2014 5:39 PM
    martinitony martinitony Nov 18, 2014 4:58 AM Flag

    That 20M is not income. It is either a reduction of capital expenditure if an actual grant or reduction of future expenses if credits against income tax or other taxes.

  • Reply to

    any news ? , we're up huge

    by lilies778 Oct 30, 2014 1:07 PM
    martinitony martinitony Oct 31, 2014 8:25 AM Flag

    If you hold a for several years, at the rate Asia is increasing and the rate North America is falling, the stock price should be at at least $22.00 in 2019. By then Birnbaum will be pronouncing his 5 th generation strategy which will be selling bottle openers and church keys. (I couldn't resist)

  • martinitony by martinitony Oct 29, 2014 2:06 PM Flag

    It's odd, isn't it, how much we all have invested in SODA, not financially, but time wise, hope wise.
    Face it, if SODA was right now about to go public, they couldn't get anyone to underwrite the deal.
    The numbers are terrible.
    The CEO is putting forth a new plan.
    Why should we believe it will work?
    Would you if you had never heard of SODA?
    It would sound pretty sketchy at this point.
    I'll admit, I've lost a bunch trying to make a buck with this company. The truth is the company let us all down. They didn't perform and the future looks bleak.
    Could it work, the new plan? I don't know, but I know I wouldn't invest a nickel in it.
    I suppose all of us should have seen it earlier, but not seeing it now is putting blinders on.
    My guess is Birnbaum's plan is him just trying to save his as.
    The best news we could have got today was that Birnbaum and his crew were getting replaced.
    That didn't happen. So, now it's time to put the blame on the BOD. They are allowing this management team to continue in place.
    By the time the BOD actually takes action, I believe it will be too late to turn things. Perhaps it already is.

  • Reply to

    why the selloff. they are pre announced.

    by jk4763 Oct 29, 2014 8:09 AM
    martinitony martinitony Oct 29, 2014 8:21 AM Flag

    It's a few thousand shares. No one knows what to do yet. I suggest you listen closely to cc.

  • Reply to

    All of fridays gain gone ?

    by jk4763 Oct 28, 2014 8:03 AM
    martinitony martinitony Oct 28, 2014 12:06 PM Flag

    How do you know it's a different formula? Was that posted in the press release?

  • Reply to

    All of fridays gain gone ?

    by jk4763 Oct 28, 2014 8:03 AM
    martinitony martinitony Oct 28, 2014 10:45 AM Flag

    PEP has only one thing to offer SODA, IMO, credibility. There was a very strong acknowledgement in the press release that there is no investment from PEP involved. I wonder why the intensity of that statement. Perhaps someone is doing the courting at this point and needed that statement in the press release.

  • martinitony martinitony Oct 27, 2014 9:57 AM Flag

    "The reason that Soda shares are down today is that Soda has a now long stretch of NOT meeting expectations. "
    You're a dumb as, aren't you? That isn't news. The move from $55 to $20 was because of earnings. If there is news out there moving it today, we'll know soon enough. Greatest likely hood is someone needed to liquidate their position.
    The PEP deal might fail, but not because of anything you have to say. PEP isn't going to subject itself to failure without a chance for success. You're short and stupid.

  • martinitony martinitony Oct 27, 2014 9:35 AM Flag

    Of course, in the long run, it's profits, duh. But, the analysts will focus on the Pepsi tests and what that could mean for future profits. It's the only news that SODA has released since last March. All other press releases were non events. Finally, there is a chance that SODA is about break out if anything meaningful can come from its involvement with PEP.

  • martinitony by martinitony Oct 21, 2014 12:01 PM Flag

    The problem is that short covering is probably all it is. It's not a squeeze, just some taking their profits. With no news, as soon as the shorts cover a little, this move will be over.
    You have to accept that at some point with positive market movement there will be short covering just as there was long selling as the market declined.

    It's remarkable how the attitude towards SODA has changed so much in just a few months. The whole fad thing has descended upon SODA as never before, as though it is now proven by the set backs in the US. I still use mine daily, now for 3 1/2 years. However, to be honest, I wish I had never heard of the stock.

    I see the company as terribly mismanaged for quite some time. They allowed themselves to be influenced in the wrong direction. That being the Walmart involvement. To this day, they still don't get what happened. And then, instead of adjusting by biting the bullet and departing from Walmart they stayed and let Walmart rape them again.

    The right strategy would have been to refocus and not give up their vision. They equated success or lack of at Walmart with failure in the US. It didn't have to be that way. They still could get through this by getting rid of Birnbaum and refocusing on the specialty retailers and supermarkets, just avoiding the Walmart and lower income retailers.

  • Think about it. It's like out of 12 Monkeys. If the person sitting next to her was on business, he or she might have flown back to Cleveland last night or early this morning. If the person sitting next to her was on the way to Cancun or Cozumel and is infected and has been drinking tequila for 2 days, well you get the picture.
    You also have to wonder about this display of symptoms thing, don't you? Is having a temperature of 99.0 a symptom? Most people wouldn't notice such a small temperature if they were tired.
    I suppose they could have shut down visitors from west Africa a month or two ago as the epidemic there was getting out of control, but that wouldn't have been politically correct. But, I suppose the US deserves a holocaust for all that wrong it's done over its early history. Just check with Eric Holder or the president.

    All our concern with the pps of SODA might seem somewhat absurd in just days or weeks. Even ISIS might be like a flea on our as is. If we have geometrical increases in infected persons we might be talking tens of thousands in the US by Christmas.

    Hey, maybe it just won't spread or be a problem. Maybe SODA will be $50 by Christmas.

  • Reply to

    OK Doc

    by attymdmnola Oct 14, 2014 1:28 PM
    martinitony martinitony Oct 14, 2014 1:57 PM Flag

    Doc, Seth might know "more" than anyone about SODA, but for the most part what he knew didn't really seem to matter, did it? How many SKUs and flavor of the month sales didn't clue him or anyone else into SAODA price being about twenty bucks today, did it?
    Those little tidbits of knowledge oozing out of his posts were put there to impress potential and existing clients. I, for one, never saw a post that clued anyone into how badly the company was doing in the US. I am not saying he came here and told everyone to buy, but he sure didn't let on, if he knew, to the debacle that SODA and its shareholders have experienced.
    It'd be like some young med student knowing what all the tests and MRIs showed and not noticing the yellow jaundiced whites of the patients eyes in his diagnosis and being arrogant at the same time.
    Sorry, but that's how I see him.

  • martinitony martinitony Oct 10, 2014 8:18 AM Flag

    So, what he's saying is that he intends to reduce expenses by spending less. That's a very clever idea. However, as I have learned over the years, sometimes you can have too sharp of a pencil.
    For example, if I cut marketing by $4 million and my sales drop $10 million and my gross margin is 50%, cutting marketing expenses by $4 null ion actually reduces profits by $1 million.
    I'd bet, when you see the financials, that G&A will have dropped plenty for the third quarter, but so did revenues in the US.
    It is the most basic of economic study to learn break-even analysis, i.e., what is the net effect of a price increase, a reduction of expense and so on. It is important not to overreact to current conditions because those reactions can have very long term effects.
    I suspect that SODA management is guilty of overreaction.

  • martinitony by martinitony Oct 9, 2014 2:29 PM Flag

    I'm not ready to write off the soda pop business. We tend to overreact when sheet happens. I still think the USA is ready for home brewed soda. Apparently less than ten months ago KO agreed with that. Methods and marketing may not be in agreement with SODA, but I believe KO, Starbucks and many others agree that there are enough households that want to make their own to make a substantial business investment worthwhile.

    I just think that SODA has fumbled the ball, that Birnbaum fumbles too often and that the Israeli issue is major not minor.

  • Reply to


    by tejdem1 Oct 8, 2014 10:35 AM
    martinitony martinitony Oct 8, 2014 11:12 AM Flag

    Actually, that makes sense if even as a hedge against the potential competition. There's probably some guys at KO that would really enjoy kicking Birnbaum's #$%$ out the door.

  • Reply to

    Hundreds Of Posts

    by attymdmnola Oct 8, 2014 12:57 AM
    martinitony martinitony Oct 8, 2014 4:38 AM Flag

    You self righteous jerk. When did it become an imprudent investment? When it was bought long at $70, at $40, at $30 or when it was shorted at $30, at $55? You claim to have recently bought at $38. Was it prudent then?
    Many of us blame management, not because we didn't make money but because we believed they would do the things necessary to get things turned around. Is it imprudent to believe management?
    Many of us did our due diligence, bought the machine, used it and believed in the product. We didn't play the momentum. We actually invested in something we knew and understood. Were we imprudent?
    Frankly, you have become disgusting in your repeat "I told you so" posts suggesting you are better than others, more thoughtful than others, smarter than others. You're not.

  • martinitony martinitony Oct 7, 2014 4:36 PM Flag

    There is an implied knowledge that Seth expresses, that he , because of his contacts at SODA, really has the inside scoop. He doesn't. If he had known how bad things were his tone would have been different. Not "good luck" but even silence would have made more sense.
    I think it is fair to be critical of one who comes here to try to gain subscriptions with little teasers and an arrogance about how much more he knows about things than others here. He doesn't. If he did, he would have long ago warned all here to get out while the getting was good and picked up that business he so desires because of his warnings.
    As much as I can't stand some of the bashers, the reality is they have been right on for the most part. Either SODA doesn't work here in the US or the management is scamming us.
    It would be hard to make a fiction up that turned out as bad as this has turned out.
    At every opportunity for this company to benefit the shareholders management turned arrogant and belligerent and now where are we.? A $30 offer actually would look good to most now, just to get out with a few bucks more before we actually do see teens or worse.
    Who'd of believed it? Not Seth, I assure you.

  • Reply to

    Birnbaum Is An Enigma

    by attymdmnola Oct 7, 2014 7:50 AM
    martinitony martinitony Oct 7, 2014 7:58 AM Flag

    Do you ever read your posts before you hit the post button? Do you realize how pathetic you sound when you say i told you how smart I am?

  • Reply to

    There she goes.

    by drjohnlong Oct 6, 2014 10:24 AM
    martinitony martinitony Oct 6, 2014 2:44 PM Flag

    I think they had to wait on Scarlett's baby to be born. It's about 4 weeks old and in about two weeks she should be able to get back to work.
    I hardly have any either, but I can't believe they have just given up here.
    Could be the strategy has been to dramatically cut costs, get their profit margins where they belong and start a major push in US with Scarlett and the holiday season.
    If nothing is announced by end of October, marketing wise, it's over for this company as any kind of stand alone growth company. They will sell out cheap or management will put the screws to the shareholders and do a buyout at about $20-25 in 3-6 months.

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