So it's Tilson against the mob. Let's hope he wins out. Should be good for another bounce on Monday assuming the market not down more than a couple hundred points.
However, after the bounce, the overhang remains. Up a few, down a few, but 40+ or - is about it for the next year or so without interference from a major partnership.
As whole for sure. GFY sheet head. Then see your therapist. to find out why you have such an inferiority complex.
ATTY forgets to reread his posts before he presses the post button. If he he did reread his posts he'd realize that most of his posts are about him, not, SODA, and then he'd realize nobody really cares about his personal issues, that they are concerned about where the share price of SODA is headed and that's why they are reading this. He should spend more time rereading and focusing on what matters, where this stock price is headed and why.
So, even if you like him, tell him to focus on what these boards are supposed too be about.
I am 67. My knees hurt after I work out. My back almost always hurt, but when I see what others have gone through, I figure #$%$, life could be much worse. I see some posters here working us, including Seth, and that bothers me.
I know you have been where I worked hard not to be and I feel guilty about that sometimes. That, to me , might be the worst part of Viet Nam. And then I feel guilty about that.
Thanks for asking, or maybe not.
I wasn't talking to you, you who claim to have me on ignore, but now that I am, I would note that asking someone to read his last 50 posts isn't a great defense against a claim of egocentrism
(is that a real word?). Whatever.
You're actually right about some of what you post, but also wrong.
The end product is the Beverage, yes and no. True that taste might be what really matters most, but the soft drink industry and beer industry were dramatically impacted by the container over the years. We didn't drink as much of either until it became much more convenient to deal with in cans instead of returnable bottles as an example. So, the machine is more important than you believe.
I think you're right about "must have" flavors as the key. SODA has been trying to overcome this huge objection with quantity of assortment, Ocean Spray, Kraft, Kool Aid etc. I don't believe it will work, but that remains to be seen. There are inherent problems in that the current retailers are not carrying all these flavors. Hopefully getting thousands of grocers and drug stores carrying wider assortments close by will help.
I don't think it's too late yet, but it will be soon unless Keurig cold turns out to be a flop. That could actually be a concern, too. I'm wondering if the failure of a major brand competitor might turn people off to the concept of home carbonation. For example if Tesla should fail after all the hype, electric cars in general might be negatively impacted. The opposite is also true. There will be far more electric car variety and sales if they succeed.
You do this bit where you make totally unfounded claims. Who is it that is dodging personal responsibility? You mean suggesting that the SODA might need to alter its approach? Reminds me of some who claim those that complain about Obama policies must be racist.
I really don't give a sheet about what you think and I mean it. Had enough of your bloviating. You come here day after day (should I say minute after minute) and spend your time evaluating posters rather than what those posters have to say or what's going on with SODA. You think because you are educated and experienced that that means what you have to say has more value than what others have to say. That it a type of conceit and arrogance that I detest. Worst is that you might actually be unaware of it. Stupid just is and you post plenty of really stupid stuff. You waste everyones time with your sign language postings, as if our trying to figure out what you are saying is some sort of respect we should have to give you.
Enough. GFY, keep me on ignore and please never again respond to anything I post and I promise you I will give you the same courtesy.
It's dumb not to recognize that Keurig has established a great niche. If your single or even just two who have different tastes, it's a great idea.
SODA also can do the the same if it gets a chance. I hope arrogance and stupidity don't get in the way.
Look, if the Keurig cold works SODA is in very serious trouble. All this BS about the trouble to dispense and the cost is nonsense and very wishful thinking. KO and GMCR have hundreds of times the money SODA has to promote and those promotions will work. You have to be living in a dream world that SODA can win that battle. SODA can only win if Keurig cold is a total lemon, not just inferior. It must be impractical to use, absurdly expensive or just produce a fizzless beverage. I hope it is as bad as you all believe it will be, but I'm hard pressed to believe that guys who spend billions on advertising and development have spent less time than you or I trying out what Keurig has to offer.
Just because someone at a show said it won't reach market is just dumb. All opinions here are just that opinions.
I am concerned about the tone of Daniels voice when he suggested that KO can make their mistakes. It sounded sour, not reassuring. Tilson's voice is the only one that , IMO, makes some sort of sense, but even he had to throw in the part about how SODA would still be around, no matter, and maybe be a nice cash cow. All that does is set a floor, not a peak, IMO.
Things look real bad right now and although it probably makes no difference what you do, you ought to get your heads out of your #$%$.
No real disagreement. I'm just saying, for example, if the machine cost $200 but actually could produce a good Coke, I doubt the price would give SODA a big advantage. Now if it was $500, that would be different.
On price per serving, l think you have to look at Keurig at $.75 versus a pot of coffee at a maybe $.20 per serving. The convenience is the major factor for many. You can't really brew a small pot of coffee very well without using up almost enough coffee to be equivalent to the cost of Keurig anyway.
As to really big mistakes by really big companies, don't forget the Edsel. This situation is very different, IMO. It either works or it doesn't. FWIW, I believe that if KO had chosen SODA and say PEP chose KO, that SODA would win because it is a better concept and system even if Keurig cold works, but business is partly politics and you don't have to look very far to see how badly the public can choose when someone mounts a well orchestrated billion dollar campaign. SODA, by itself cannot win that battle unless Keurig cold is really a bust.
The theme of my posts lately has been that SODA needs a major partner more than they suggest they do and far more than some of the idiots here believe. I think, as much as I don't want to see this happen, that SODA will most likely fail without a partner. It's not that the current base users would abandon SODA, it is the retailers who will reduce the space allotted to SODA and with that sales will decline, space reduced, then no more display …etc. I don't like it, but I believe it.
Would it make you happy if I sell my SODA shares? I've made my argument and it's based on a combination of facts and opinion based on my personal experiences. You can believe what you want and so can I.
Here's a fact. You don't know anything about me, not even my first name. You don't know whether or not I own a single share of SODA, GMCR KO or if I'm really Seth, that is unless you're Seth.
I think you spend too much time combing through my posts (I wonder why). That's a fact, that I think it. It's also an opinion.
Aw GFY. I hope you trip and fall down a manhole on the way home. I never liked you anyways.
I've been here for three years and have been hearing about "next year" the entire time. I used the phrase many times myself. I don't know if SODA had a choice, but I know that at the least we missed the KO boat. We need to believe that the Keurig cold boat is the Titanic, but if it's not, in about a year you will have to come up with another version of what takes SODA to the promised land.
I don't believe for a second that shelf space for SODA won't shrink in favor of KO, if it works.
Second place in this category will be last place. Margins will continue to shrink and net income will be down to the bone as we attempt a comeback with advertising.
If we can afford Scarlett, KO will buy the ghost of Marilyn Monroe. That's the way it's going to be.
_____) rose in German trading after Calcalist reported the maker of household soda machines is in talks on a possible stake sale to a large soft-drink producer.
Shares of Lod, Israel-based SodaStream rose 4.6 percent to $39.44 as of 11:26 a.m. in Frankfurt. The stock cost $37.69 at the close yesterday in New York, a decline of 1.5 percent.
The manufacturer is in negotiations on selling a 10 percent to 16 percent holding at $52 a share, or 33 percent more than the opening price yesterday, valuing SodaStream at $1.1 billion, the Israeli financial newspaper reported today, without saying where it got the information.
The transaction would include the sale of options allowing the suitor to increase the stake for potential control of the Israeli company, Calcalist said. PepsiCo Inc. )))))))), Dr. Pepper Snapple Group Inc.______ and Starbucks Corp. _______are “estimated” as the parties involved, the newspaper said.
Yonah Lloyd, SodaStream’s chief corporate development and communications officer, declined to comment on the report. A Starbucks spokeswoman in the U.K. declined immediately to comment.
To contact the reporter on this story: Tom Lavell in Frankfurt at ________
To contact the editors responsible for this story: David Risse_____________Tom Lavell
KO was in at $78+ and GMCR reached $130-140. If true, I would expect 80-100 because the effect on SODA is more dramatic than the KO effect on GMCr. GMCR, until now has been coffee and cold is a new thing. 100% of SODA is affected.
Every negative problem, well almost, is eliminated. Plenty of cash, brand recognition, …etc.
If it's another false alarm, SODA will be down by close. It would just reinforce the idea that SODA is helpless and hopeless. I hope not, but I doubt it wouldn't be halted if a major announcement was imminent.
What you are suggesting is that if a false rumor is reported and then corrected it will still have a major effect on the stock price. If that were true, do you see why many investors would avoid the market?
I want SODA up, way up, but I don't believe a false rumor will help.
As you look as the small amount of trading taking place right now, you should realize this is already a boy who cried wolf moment, a reluctance to believe on the part of most. If just a few percent of shorts believed, over 7 million shares short, the stock would already be at $52.
There are at least two news services reporting this including Bloomberg. That's not someone. Did you just go short? Why you protesting so loudly?