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SodaStream International Ltd. (SODA) Message Board

martinitony 78 posts  |  Last Activity: Sep 12, 2014 6:11 PM Member since: Jul 13, 2000
  • martinitony martinitony Sep 12, 2014 6:11 PM Flag

    The break this time will likely be up.I MO,There will be major positive news any day. If I am wrong we see 20s in the next two weeks. Best guess is $50 by 10/15. There just aren't any more sellers. Very dangerous for retail shorts.

  • martinitony martinitony Sep 12, 2014 4:47 PM Flag

    The Bollinger band are squeezing the tightest they have ever been for this stock. There will be a major break, one way or the other, imminently.

  • martinitony martinitony Sep 11, 2014 4:00 PM Flag

    Yes, you might be correct. At the least, the inventory overhang is over. At the most, maybe things are picking up.

  • Reply to

    No news from SODA for more than 6 months

    by martinitony Sep 8, 2014 8:32 AM
    martinitony martinitony Sep 8, 2014 9:53 AM Flag

    One of three things are probable. Best case-They are working diligently to get deals done but just haven't got anything to tell us. Bad case-They aren't really trying or the GMCR/KO deal is stymying them. Worst case-They are working against outside shareholders to eventually buy us out cheap and just don't want to consummate deals that would move stock price up or are actually holding back news that would move price up.
    Maybe you have some other scenarios?

  • If you look at SODA press releases you will note no press release announcing anything of any consequence since March 3rd. No new partnerships or new products, nada, not a thing. It is as if the company has gone into hibernation. I went back through 2011 and could not find any period that long without an announcement introducing a new product, a new partnership or presentation. Not even close to six months.
    The question is why. Is there really nothing for this company to say or are they just avoiding saying it?

  • Reply to

    samsung

    by netttrunner Sep 3, 2014 10:12 AM
    martinitony martinitony Sep 3, 2014 11:12 AM Flag

    Curious , does anyone knows if that Samsung dispenses by the liter or can actually offer a continuous flow of sparkling water? A continuous flow would really be something.

  • Reply to

    ATTY Channel Check!!!!:)

    by attymdmnola Aug 31, 2014 3:14 PM
    martinitony martinitony Sep 1, 2014 5:29 PM Flag

    Why would you consider that a bad trait? Perhaps you can't stand yourself and are envious.

  • Sales in the US is an interesting situation. I used to do a lot of advertising. It was local because my restaurants were local. I did lots of print, radio and a little TV.
    Think of advertising like a nuclear chain reaction. If you control it just so, you might maintain the reaction in a controlled way, like a nuclear reactor. If you really push it you get a nuclear explosion. If you pull back, over time , the reaction comes to an end.
    I believe, for whatever reason, that SODA made the error of allowing the reaction to slow down. In the USA, we have a very fickle market place. SODA has made a very bad mistake in pulling to far back on its marketing budget here right before SODA might have really exploded, IMO. Perhaps it was because of the bad Christmas, Scarlett pregnancy, West Bank issues, KO/GMCR deal. I don't know, but I do know that the benefit of prior advertising keeps adding as you continue to market and that prior value diminishes if you pull the plug entirely. I see this pulling the plug as a major error.

  • Reply to

    What gives Dan b.says no decision

    by rlolsen_1999 Aug 28, 2014 8:06 AM
    martinitony martinitony Aug 28, 2014 10:40 AM Flag

    The video came after the rumor and showed Birnbaum indicating there were no specific plans for the West Bank plant. Strangely, the stock price has commenced falling since then.
    Do you really think no one can tell that your screen name and Maxpain aren't the same person?
    My guess is you have a couple more to go with those. The venom just drips from them. That's the tell.

  • Reply to

    What gives Dan b.says no decision

    by rlolsen_1999 Aug 28, 2014 8:06 AM
    martinitony martinitony Aug 28, 2014 10:20 AM Flag

    Yeah, you're right. This stock never moves on rumors. The video was available yesterday.

  • Reply to

    What gives Dan b.says no decision

    by rlolsen_1999 Aug 28, 2014 8:06 AM
    martinitony martinitony Aug 28, 2014 10:08 AM Flag

    I think it's odd that you believe there is any certainty to what will happen with that facility. There isn't no matter what Birnbaum says or what Seth believes. They will do what is politically best and economically best. The timing will be determined by those two issues.
    For example, they will close it completely if a deal is reached with a partner or buyer that requires its closure. They might leave it open if it actually makes money and replacing its output is more expensive than leaving it open.
    I don't think Birnbaum cares about how it affects the share price. His ego is too big to allow silly sheet like that to matter.

  • Reply to

    Read This Thread:)

    by attymdmnola Aug 28, 2014 8:47 AM
    martinitony martinitony Aug 28, 2014 9:29 AM Flag

    A possible explanation for why some shorts will not cover: Suppose you believed in the summer of 2011 there is a possibility that SODA will eventually either break out because its business model is incredibly successful or there will be a buyout. You feel the stock is way ahead of itself, so you lock in your profits by shorting the bulk of your position, perhaps hundreds of thousands of shares. You believe because of who you are and your connections you will have ample notice of a major breakout or buyout.
    If you were in the above situation, why cover? Why not play it up and down or just sit with your short and its locked in profit. I think there may be a 4-5 million share batch held by those original institutions in on the IPO that are in that position.

  • Reply to

    London Design Festival

    by goldenseth Aug 27, 2014 6:53 AM
    martinitony martinitony Aug 27, 2014 9:17 AM Flag

    Yeah, those old stupid billionaires. Even if they had billions they couldn't hire anyone who understands how this company works as well as Seth does.
    Your post displays unbridled ignorance, arrogance and stupidity.

  • martinitony by martinitony Aug 26, 2014 3:48 PM Flag

    Regarding getting out of West Bank, this is a BFD. My guess is this rise from $29 a few weeks ago is all about leaving the West Bank. There is now no political risk in investing in SODA.
    That entire antisemitic crowd can go F themselves. However, it's not SODA they screwed. It's the Palestinians. Too bad they are political pawns, but that's their nature.
    I think a steady rise into the $40s is likely with almost no news.
    I suspect that amdtripledigits is just spouting off, but i also suspect he is correct about most of what he suggests. Just because SODA is in some Kroger stores doesn't mean an announcement about expansion into more stores won't be made.
    As to Seth's statement about CVS, I doubt he knows anymore about that than amdtripledigits and if he does, well I doubt that stating a negative is anymore acceptable than releasing positive news before the company wants that to happen.
    Still looking for news on Scarlett's baby and then when we can expect a new advertising campaign to commence.

  • Reply to

    Theory on no new partnership announcements

    by martinitony Aug 25, 2014 11:31 AM
    martinitony martinitony Aug 25, 2014 12:15 PM Flag

    Sorry, I couldn't resist. But seriously, KO had almost no downside from an investment standpoint. They were protected by the value of GMCR's existing businesses even if the cold business never came to fruition. It was almost as though the cold side was insurance against SODA IMO. Could even be that SODA/KO negotiations broke down and part of this investment was for spite. We can hope.

  • Reply to

    Theory on no new partnership announcements

    by martinitony Aug 25, 2014 11:31 AM
    martinitony martinitony Aug 25, 2014 12:11 PM Flag

    I heard that GMCR is also in the coffee business. Perhaps someone at KO also heard the same.

  • The last one was Sunny Delight in early March. This was probably in the works for a while. GMCR/KO partnership has probably put other deals on hold as they wait to see the product that GMCR develops with KO. Just a guess, but it seems to fit the lack of no news for 6 months. SODA is dead in the water, but Birnbaum is right and KO made a mistake. So, what difference does it make?

  • Reply to

    Price Increase

    by robhenryk17 Aug 23, 2014 2:56 PM
    martinitony martinitony Aug 23, 2014 3:55 PM Flag

    Try going to Sodastream online shopping site. Same thing. Prices are up $1.00 and even more for some items such as Diet Energy which is now $9.99 instead of $6.99.
    My sense is they have decided their business is about the process not pricing. So, they will charge what the market will bear. They know whatever GMCR comes up with, it will stroll cost far more per serving than Sodastream. Expect margins to improve.

  • Reply to

    Looks like GMCR is stealing the headlines today

    by rlolsen_1999 Aug 22, 2014 10:44 AM
    martinitony martinitony Aug 22, 2014 11:55 AM Flag

    See, GMCR is in a different league than SODA. It's not just about the capitalization, 30 times that of SODA, it's that they have proven that they can do the walk not just the talk. I don't believe Birnbaum has credibility in the industry or on Wall Street. You can feel it. You know it. But no one seems to want to admit it. Binrbaum has to go. If they can get the right guy or girl into that position, things will change overnight.

  • Reply to

    Looks like GMCR is stealing the headlines today

    by rlolsen_1999 Aug 22, 2014 10:44 AM
    martinitony martinitony Aug 22, 2014 11:28 AM Flag

    Maxwell House is the #2 brand behind Folgers. Isn't that equivalent to deal with Pep? So now they have deals with KO, Kraft coffees, Starbucks… etc. Whereas SODA has minor partners and appears to be standing still for the last six months.
    It's no wonder SODA appears to be dying while GMCR appears exactly opposite. My sense it it's management related, that is, Birnbaum is the problem. No one seems to want to do business with him.

SODA
31.48-1.20(-3.67%)Sep 15 4:00 PMEDT

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