the coke of natural soda. i think he means the joke of natural soda.
great they can triple production. who cares? at the growth rate they have been running that will take a decade. provided cost of ingredients dont go up and no other company comes in to compete. i would think an Amys ro celestial will make a big move here, are reed can return to the garage and brew for local surfers.
AKE SUCCESS, N.Y., March 6, 2015 /PRNewswire/ -- The Hain Celestial Group, Inc. (NASDAQ: HAIN), a leading organic and natural products company providing consumers with A Healthier Way of Life™, today announced that over 100 new products will be featured at Natural Products Expo West in Anaheim, California starting today. Expo West is the world's largest event devoted to natural and specialty food and beverages, organics, supplements, health and beauty, natural living and pet products. Hain Celestial's products will be rolling out now through the end of 2015 and sold in selected markets in the United States. In its last fiscal year, Hain Celestial's new products generated over $100 million in net sales on a worldwide basis.
but wait, i thought chris reed was the coke of natural soda? um, maybe not. maybe celestial is the coke of the market and growing. chris's secret weapon is the celestial doesnt realize yet that tv and mass market advertising doesnt work. oh, #$%$ i have to run. i see a surfer i have to sample.
zero hedge points out today that GS went conviction buy on sandisk and sell on intel. two awful calls or two calls asking the muppets to cooperate in the slaughter. so for the goldman haters, there is that.
you make a good point. the markets are not at all time highs. reed has done very well as an investment. rolling on the etc... you have been really on top of this with your calls. well done sir.
yes maybe facebook will take over the like machine. that way i can share my like of the fabric softener with other people in the store. so gratifying. it has been very impressive how nick came in at airt and started, um, selling off assets to show a profit. nothing at airt has changed that i can see, other than a private #$%$ match between egos. the last conference call with isig should have been grounds for termination. is there a business plan for either company? not that i have seen. just money sloshing around back rooms. any one listen to the AIRT conference call?
you think that was the war? that was the opening salvo of the battle. GS is going to go away that easily. they are not that transparent. the concerns are well based. they need to be addressed. mygn is not kicking anyone's #$%$ lately if you have noticed.
you thought his first concern was shareholders? HAHAHAHAHAHAHAHA. um, no. the modern executive is concerned for personal success. the trick now is to drain the cash as quickly as possible in a reasonable appearing manner. then leave before chapter 7.
mygn needs to have something to say for itself, otherwise towels are going to be thrown in. they are spending a billion dollars on their own stock, when it turns out they should have been buying just about any other stock but their own. come myriad management. the biggest swinging #$%$ on the planet just said your business is over, your pricing is too high, your quality is not meaningful any more and your buybacks crippled you. waiting for a response. will that happen? last time the shorts attacked, mygn curled up in a ball and lowered guidance.
is due to investors being disappointed in the numbers he is so proud of? if you bought in 2007 when trading started you are down 30%. although the market has done the best in history. share price is below 2007. if the stock traded on a pe basis, it is a $2 stock again. FIZZ, for example, so much better run company. no comparison. such a shame to see reed struggle when success would be so, so easy. he complicates everything. REED will do fine for investors over the next few years as the trends are in its favor. it will keep growing slowly, but it will keep struggling unless they get lucky and someone like a walmart needs something to sell. mark my words, a competitor is going to arise doing organic soda with capable management and reeds will be a footnote also ran. a well run company could probably get to 50 million in a couple years.
since chris cannot lead, someone else will drink our milkshake. i think it is so obvious that there is a big market here, it is going to happen fast. sigh. excuse me, i have to go sample kombucha at cochella in the parking lot for reeds dude. do we have any clean cups??? in the van? awesome.
dude, take this kombucha bota bag from me, the national is on stage 14.
hax, you speak the truth. however, i fear that chris will insist that no one has ever done this before. for example, we tried television but didnt feel it was effective, so we are going to go pour sodas for surfers. but we learned a lot about tv. hey chris, if you needed abdominal surgery would you try it yourself and see if you could learn about it? there are marketing and ad people who are literally PhDs in marketing and advertising, and - get this - you can hire them. and they would not let you make that awful, awful commercial, let alone actually air it on tv. i am sure the geniuses doing your media buys failed us as well. then, then, then, he tells us he bought some data he didnt know about to see how effective reeds is on shelves. secret data. shhhh. (psst. chris, your margins are too low, that is why you are so profitable for retailers, but you cant seem generate a profit on 40 million dollars in sales). the company is so so oddly managed at this point that someone is coming. notice how chris- #2 kombucha - reed was backing off that claim? we were number two for a number of months sounds sad, huh. he also thinks that drink trends are things to build a brand on? omg. when oprah made the moscow mule??? YOU MEAN THREE YEARS AGO? ugh. i have to go get me a Sidecar with Galliano. there is an empire.
was the apparent closeting of the new coo. when he was not on the call, that was bad enough of a move, but he seems to be a project manager more than a coo. chris reed is still in charge of everything (it is his garage). guidance was poor in my opinion. 50 million for the year indicates slowing growth. and there will always be an excuse for why losses or shortfalls in revenue. or why the stock is the same as it was a decade ago. the real threat here? that another company that is well managed and can get to 50 million in sales comes in and does it in a few years. comparing himself to coke and sam adams is ridiculous and should be embarrassing.
why is there december fda warning letter to oxysure apparently citing product non-compliance. where was this announced in an 8K? anyone? this is serious.
Julian T. Ross, Chairman and CEO
OxySure Systems, Inc.
10880 John W. Elliott Drive, Suite 600
Frisco, Texas 75033
Dear Mr. Ross:
During an inspection of your firm located at 10880 John W. Elliot Drive, Frisco, Texas 75033, on September 3, 2014 to October 3, 2014, an Investigator from the United States Food and Drug Administration (FDA) determined that your firm manufactures the OxySure portable oxygen generator. ....
This inspection revealed that this device is adulterated within the meaning of section 501(h) of the Act, 21 U.S.C. § 351(h), in that the methods used in, or the facilities or controls used for, its manufacture, packing, storage, or installation are not in conformity with the current good manufacturing practice requirements of the Quality System regulation found at Title 21, Code of Federal Regulations (CFR), Part 820.
i am long the stock, duh. you do funny name calling. very insightful. i dont recall you being long the stock in the 2s sweetheart. so maybe we can be treated to more of your great insights. did you say the quarter had challenges like i have been posting? um, no i dont recall reading that from you. so valuable you are.
i bought my position under $3. i have not sold a share. some people discuss investments on these boards. most cheerlead their positions hoping to get other people to follow their investment. i am the former. you are the latter.
excuses. always excuses. how did GT get to half a billion in kombucha sales? 16% growth? doubling in 5 years? hardly. they knew how to grow the company. did you see the tv ad they did? they paid some agency for that ad? paid money? american money? it was awful. go google the LWAY ad they ran. omg, award winning ad. the reason reed is not a 300 million dollar company now is chris reed is clueless about how to sell soda. clueless. as in no clue. sans clue. clue, without. he can make a good soda and a good kombucha. but not even whole foods will let him in chain wide. and i posted that there were clear supply issues at fairway all quarter. a sad mess.
was it a bullish article? i found that it brought up a ton of major issues, then glossed over them all with a conclusion to go ahead a take a flyer, its not my money. they seem to be failing. and that may be why they are an unbought asset with a collapsed share price. i found the article disturbing.
but i thought you were a huge fan of the cfo/ceo/cmo. blame her not the market for the pathetic lack of interest in jsda. its a social media brand with great loyalty. lol. maybe if it traded on a canadian exchange? they sell hundreds of dollars worth of soda a day in canada i believe. like a cabby at the toronto airport. but smaller.
he does not get it at any level. it is a complete garage operation. hence the declining growth i discussed over the last year, now becoming serious. he is good at making soda on a small scale. all the corporate stuff eludes him utterly. LWAY is a PERFECT comparison between a good ceo and a reed. the fortune interview with rockstar founder - billion dollar brand in a few years from great marketing decisions. here is reed floundering with declining growth rates in a nano cap. and there is no "brand" bohnen. there is good product. the brand does not yet exist. if you take the products and add a "brand" then you have a billion dollar company. chris reed will sooner figure out how to cure rabies in meerkats than how to grow the company to full advantage. my hope is that the products are so good that he is compelled to bring in people who know what they are doing and allow chris to go sample at surf competitions. this is a harvard mba case study on how the founder of a company can hurt the company when operations become complicated.
i think the primary market is china. and that is a huge risk. china sucks balls kyle. there is no way to know what these #$%$ clowns in china will do or not. morevover it does not matter what they do since one quarter's orders dont mean anything for future quarters. bad, bad business. they need markets that a buildable and predictable and can grow organically. hybrid bus is transitional. they have not impressed the electric market at all. blech. there are some nasty comments on line about esm going dead quickly. and they could not market their way out of a paper bag. when the marketing situation is fixed maybe they can attract interest from truck buyers. they missed a HUGE chance to become a hot aftermarket item. unless, it is not as advertised. they should be ashamed of the poor performance.