I just posted link on Market Pulse. Now, political hurdles removed for partnership with major.
Membranes? Yuck! ;)
Great post, agreed. Plus, their story (MF's, TheStreet, etc.) will break down with Q3 results. Massive Q over Q sequential increase in US machine sales and it will be very interesting to see YOY. Either way, should still see same positive consumables results and hopefully a new partner, product or market along the way.
Sell-in (how they report) was brutal here in the U.S. in Q1 & Q2 - SODA told us it was going to be and it was. Inventories have been worked down and ordering will commence in Q3 - comprehensive analysis of this was provided by Seth. New holders got a bargain and certainly will not be easily startled out of their positions. Again, volume tells the story. Personally, I think we have a cement floor right here in the low 30s. We just need a catalyst to start things upward. Something of significance with a new market, new partner or product. GL
IMO there are simply no more institutional sellers, the reporting tells us that. Those that have liquidated their positions are done and those that took them on are now fully positioned. Volume has dried. Onward and upward, awaiting a catalyst which can be excruciating with SODA IR.
There's quite a gap between 7x and 1x revs. 800M cash and a low single digit difference in growth justifies it? Not trying to compare the two, too many variables, but that seems like excessive punishment.
Because it's SODA and it's posh to hate SODA right now. The tide will turn. It's trading at 1X revs because Tiger, Soros, and a slew of major funds sold off their positions in the first half of the year. That's a lot of selling pressure. It's done IMO.
I'm at the point where if someone there drops a deuce that resembles the new Kitchenaid machine, I don't care, issue a PR about it.
Agreed Tony. Always agreed on this point. I think its very careless to not give the investment community SOMETHING, anything, to hold onto that illustrates advancements in their business pursuits. New markets, new products, new partnerships, not a peep on anything. They did something with Cooking Light a ways back when it finally hit the shelves. If memory serves, that was the last announcement other than ER. You would think something has happened, another soda mix hitting the shelf. Something they could announce. I wish their IR department would wake up.
So by "facts" you mean incorrect garbage? Got it. Just need the BJ translator.
"Not a good sign"? Just illustrates your lack of knowledge around SODA even further. They have been doing Groupon specials the entire year clearing existing inventory of models chosen for sunsetting. You should venture out of your Walmart and learn about all their points of sale instead of coming on this board and subtly bashing with misinformation.
I found the SODA brand cranberry energy "iffy" at best in the flavor department. 1/8 cap of tropical punch kool-aid and it's fantastic all of a sudden. Worked on the cooking light flavors as well. Just a hint of something else improves it greatly. Up to the consumer what/how much!
I know the Czech Republic is a very establish SODA market, but the fact that this partnership will only be marketed in those 3 countries makes this pretty immaterial, at least for now. We'll see if they can make any noise.
Yeah Seth, I already blow enough smoke up your arsh, but for good reasons with research/articles like this which are simply unmatched. I'm sure Aqua and his 8 alias/personalities will be out in force to red thumb this down. :) GL all.
Got it last week which is what made me bring up the point about Partner machines and growing the installed base without the aid of SODA branded machine sales. Very informative article and illustrates why investors should be bullish about 2nd half prospects given the newly printed, easily attained and obviously market accepted, reduced outlook. Inventory is reduced, ordering will commence and we've got a softball lobbed up with the new guidance. I'm going to enjoy the 2nd half.