Deflecting responsibility for your own comment is pretty weak. I guess you do have experience in being culled then.
What kind of peice of garbage person do you have to be to say that to somebody? The disaster is recognizing yourself in the mirror. How disgusting are you?
I think you guys are making it too complicated when it is pretty easy. The capex line is only forecasted to rise by $5-$10mm. The A&P is probably going to be flat to up 1% IMHO. Sales are expected to rise by 15%. So the logical conclusion is that sales will be able to offset the increase in capex and A&P combined with room to spare. At least! If they miss by 5% there is still room. If they beat by 5% then this is all for not. But just use guidance and by that alone they need nothing. I would agree with Blueleon thought, that I would personally like to see them build debt and use less cash from quarterly operations. Might need the cash like in the future when real competition is around.
Either its true or its a rumor. You don't know until either something is announced or something isn't announced in the next few months or less. GMCR was the announcing party of the Coke deal, so if there is a deal it only serves to believe that SODA would be the announcing party of a major deal on their CC. IMHO
sodaStream increased its cash position from the 3rd quarter to the 4th quarter is true. I don't know how much they used for the new facility in Israel, but if I think about it from YOY then I think it says a lot because they didn't have aany money dedicated for a new facility in 2012. I think that proves bluelen's point.
Who said it was loosely valued at $52, it's just a supposed rumor and that's why its trading here i believe.
Stifel said it views the report in Israel-based Calcalist that SodaStream (SODA) was in talks with a large partner like PepsiCo (PEP), Dr. Pepper (DPS), or Starbucks (SBUX) for a 10%-16% strategic stake as "unsubstantiated and unlikely." Stifel noted that the publication reported falsely in the past that PepsiCo was going to purchase SodaStream and the firm maintained its Sell rating on SodaStream shares. Note that SodaStream shares are up nearly 12% in pre-market trade following Calcalist's report.
He's a first class jerk atty and I've always viewed your posts as interesting and intellectual. I think you will get back in when you feel the time is right. Been here a long time and I know you have made money. Keep doing what you do.
They are not true, read the bloomberg article, makes no sense. somebody started a rumor. Anybody who knows the affiliations would know not to include DPS and SBUX in something newsworth because both have exclusive partnerships with GMCR. How could you know the price and not pin down the bidder either. Nonsense!
Simple questions that you can't answer. Martin don't you think your just foolish for saying last week that SODA can compete and changing your mind in less than a week. You probably shouldn't be investing. Thanks for the good wishes and sorry for your mean spirit. Nice display of character.
So just a hate-filled response and snickering? I don't need to know anything about you which is why I asked very simple questions. No wonder people dislike you hear. Can't answer a simple question. Seems like all you realy like to do is moan on the message board. I was nothing but nice to you Martin and you were nothing but snickering and defensive. Thank you for your chat. Good day to you.
All I did was ask a question. You haven't answered it though other than to make a snickering comment. I'm just curious why if you believe what you say, you don't sell SODA and buy into GMCR? I understand your argument as unsubstantiated and without any factual offerings in it as it may be. You actual have not stated one single fact just opinions. Just the other day you said it appears Stifel has it all wrong based on what we know about SodaStream's capabilities to compete. Now in less than a week something has changed right? Have we seen something new? I'm just trying to understand how you beleive SODA will be able to compete last week, won't be able to this week and you are holding onto shares and not buying GMCR. Can you explain this better?
But martin, systems can't even sell at half the cost of Sodastream, again, that's a fact and verifiable. You can look at any $200 small appliance and they just don't sell to the mass market well. Soda isn't by itself it has a number of partners that are geared in the direction that the sparkling market is going, fruit flavors at the right price. Why do people who disagree with you, and provide sound facts that can be verified, have to be idiots. Couldn't it be said that people who just make blanket calls without facts are idiots?
You are kind of contradicting yourself with your last statement also. If existing users are still using and not difecting why would soda lose its shelf space that it supported with sales all this time. Just like SodaStream, regardless of what the vendor pays for the shelf, it has to produce after some time. They know soda is selling, so more than likely it will stay put, but if Keuirg wants to pay for its own end space it can. There are plenty of end spaces to fill, not just one. If Sodastream wants to have an aisle fixture it can have an aisle fixture. If you do believe what you say, then why do you own soda shares? Why don't you sell them and buy GMCR shares?
Martin, the cost isn't nonsense because it can be presented with verifiable examples in the marketplace. You stating otherwise is just fearfullness. I respect fear and we all have some of that but at same time we have some supporting factual examples to suggest that at best, the Keurig Cold will enhance the category, not eliminate SODA by any means. Everyone here has posted facts, not assumptions like the haters and I'm not just supporting those who are presenting facts, I'm saying that opinions should be recognized as just that, opinions and facts should be represented as facts.
Don't you think it is wishful thinking on the part of Keurig and Coca-Cola to try and get the consumers to pay nearly 60% more an 8oz serving for coca-cola products? That isn't wishful thinking. I'm using the absolute cheapest K-cup at 50 cents which isn't even being used by the analysts, they are using 55-70 cents. So I'm giving them even more credit than the analysts and it still comes out to about 60% more per serving. Martin, if that's not wishful thinking I don't know what is.
Someone mentioned the Mcrosoft zune earlier. They spent 1.3billion on that product and all it did was fail, fall flat on its face and Microsoft had billions more it could have spent. But there are always shareholders to answer to and there is a point where the ends don't justify the means. Cash cow or not, profits trump all and if the profits aren't there the expenses won't last.