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SodaStream International Ltd. Message Board

martinitony 14 posts  |  Last Activity: Sep 30, 2015 12:18 PM Member since: Jul 13, 2000
  • 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.

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