they already got their chipotle. called subway. bigger than CMG. they lost 10 million dollars in the quarter. no downside he says as the stock drops 20%. would losing all your money be a downside? this is the market reaction to the earnings. did they announce anything new at all? no. same #$%$ for the past year, but with a drop in sales.
oh yes, 8 cents a share. huge volume. i can see how well they supporting their distributors. shhh. everything is fine.
vitriol? aisle 7.
regardless, this is a 71 cent company that uuuuuuuuuuuuuuuuuuuuuuuuuused to be a $20 company that got reeeeeeeeally full of themselves and screwed up eeeeeeeeeeeeverything. no one is short this stock. but people should be critical as shareholders when the management screws up. jen cue is making some good moves, but she is missing a pretty big boat.
cers is the only one. the repellent companies of course will benefit but they are not investment worthy in this regard as it is a tiny segment of business. xon is a player with oxitec but the contracts there are tiny so far. cers has signed three incredible deals in a a bit over a week! brazil has to be next. the press and most investors are mssing this story so far. it will not last. mosquitos are interesting so xon gets many profiles. a ton of companies claim a head start on a vaccine. who knows what will happen there. but cers is actually signing deals like crazy. and then they guide flat?? what? that was poorly done and very confusing. this is going to have to roll out fast. and the red blood cell data is going to have to be expedited.
the one thing that impacts cers business negatively is a definitive screening test for zika. i think this will be performed on all blood donors. i think they will have this relatively quickly. but still you can have false negatives and you have other pathogen threats. you could have cers at $10 in a very short period of time once bigger players figure this seemingly obvious information out or there is a transfusion related case of zika that is highly reported.
these masters of salesmanship managed to drop sales yoy. but dont worry. people love this product. not our current customers or the owners of the company but others. plus we can start testing with potential other customers someday. look we lost 10 million dollars but we did sell 175k in product. i have to say, i am not impressed. and i am very skeptical that produce is going to matter in the least. especially when - clearly - no one wants to let them use their name.
subway to new qsr: you guys should use this stuff.
gst to subway: do you use it?
subway: lord, no.
i recall a little spat we had where i said jsda would well outperform reed. then you left for stock twits. actually that is why i discovered stock twits. so thank you. at the time you were hot on fvrg.
sorry, you are right dogma, reed has been a great investment. great. 80 cents over multi year lows, but great return. please post where you see that i said lway was a great buy at a particular price. i would like to see it.
no. it isnt a story stock. there is no story. what story? they have a product almost no one wants. is that the story? they have the biggest food hygeine crisis in the history of the US and they cannot get anyone to pay attention.
and, i am dead on correct again. 139 shares traded on the news in the first hour. this guy is like SNL sketch character. he is so wildly out of touch with the market and his brand perception, that you couldnt make it up. and it is has been terrible for the investors in this company. as craft everything has blown up, we have a good product languishing or losing accounts.
i dont think it is a negative. chris knows how to make a good soda. no question. he could not market water in the Gobi. reed has zero marketing essentially, so there really is no brand to damage.
this thing is going to get obliterated now. i think it will take out $400, so nice put play. high pe and this is going to be massive if there is norovirus in MA. lambert failed to convince cmg execs the first few times. probably will still fail, but cmg has to do something more dramatic. something new. sadly, our sales team isnt really good at sales. sails? maybe. golf? i am sure. filling out forms? yes. selling product? no. not their forte. they are in fact so bad at it, that tomorrow, i doubt PURE goes up more than a few pennies on low volume. produce clients? lol. none announced. so, that seems to have fallen flat too. maybe give them a few years to introduce it.
the guy who handled jack in the box now runs PURE. they introduced a disinfectant that CMG isnt using. subway is.
calling for conservatively flat revenue with red cross ramping up? PR starting right away. weird, frankly. i know they were shaving points there but still not inspiring. and not a lot of near term catalysts discussed despite a zika crisis under way. i thought it was oddly low key. nothing about south and central america discussions. a little weird. i think they really pushed the furture of the company into 2017 and 2018 despite zika.
i have to say. this is really weird behavior. how low can this get? i am not sure. the price doesnt make a ton of cents. however, it starts to look like a really nice target for PE seeking a massive cash stream.
but i think vaso is more grounded. i dont understand how the company changes direction every few months like a school of fish. what does our olympic spokesman have to say about this and the drones? where is whats his face when you need him?
or so it appears. directly competing with the distributors, offering competing products and directly selling the oxything 5000. if i were a distributor i would be furious. so oxyblob is turning into another aed e-commerce resale site with tiny little margins. and a new impending google bill that will blow their minds. keyword aed is probably $3 a click.
two things. 1. they announced this at 4pm. no one cares. 2. they neglected to announce a partner for the program, just that they had a fountain. they dont market the brands anyway so most people have never heard of them. any restaurant will want coke or pepsi to run their fountains. can you add reed? do you need a dedicated fountain? can you have a non-coke fountain and still have coke too? who maintains the fountain? buys the fountain? and that is probably why no news of a partner. what was stopping the dedicated restaurants from sellng bottles of reed? not enough margin? ok. that is a pretty dedicated restaurant. we want you to be healthy, if we make enough money from it. since we already heard for a year that there was to be a fountain program i am guessing this snews has no impact or even a negative impact. 4pm huh. well done.
lol. 8 million a year with 8000 stores. is $20 dollars per week of sales per store. or 2 bottles per day. yesssss. that is what 7-11 sells. 2 bottles of a beverage per day per store. very sleepy stores they are. what with the 180,000,000 donuts and pastries per year. good math you did there.
hey, what if a store only sells one bottle a day? then jones is bankrupt. omg. it could happen.