Nettrunner and Yellow Jacket, you seriously do not need to say another word here. Net, you are so spot on its ridiculous, you know it, and as GaTech said, the board is filled with a$$hats who clearly don't understand valuation. They throw out share price like it's an anomaly and not actually tied to a market cap valuation. Institutions simply will not let a recurring revenue growth company, who is STILL PROFITABLE, to go below current values. Yeah, I'm really sure institutional investors will let this company get below 1x sales. Not happening. I'm going to take some time off on this board, the a$$hats have taken over, which is fine, nothing really to talk about right now fundamentally until the Q2 report, but I wanted to chime in and say that I think you both very much get it, nettrunner from a valuation perspective and Yellow Jacket, all of your execution concerns are completely valid. But, the current market cap is ridiculous compared to their established base. Western Europe alone deserves a $1B market cap. Me and my measly 1,500 common are going to fade into Bolivia until there is something fundamentally material to discuss. Good luck! I hope you both stick long and make a bundle.
And P.S. - Seriously, dude, the Billy Bob Lemonade bit...just not funny. "Soooo played". HELLOOOOO LA LA LAAAA.
I'm assuming efficiencies gained from a fully operational plant will far outweigh any additional IT costs incurred or...what's the point of this? :)
From everything I've read, he's still employed by SODA but will be leaving to pursue his new opportunity. Now if it's up there 6 months from now, you've got a point.
Absolutely just as bad, and although this is totally baseless, I can only imagine its a little worse as it uses a chemical reaction in a self-contained pod to get the fizz versus carbonating the water with CO2 and adding syrup separately. But, I'm no chemist. :)
Let me know where I can pick up one of these Fizzio machines. Oh, that's right, they're not a retail at-home product!! Seriously, I don't know how people do not understand this. Or how they don't know that SODA already has a machine ready to launch next year that does exactly this, and more, for the HOME carbonation market! Dig a little deeper than Motley Fool. The Fizzio is the size of a mini-fridge that needs insane maintenance.
Everyone is forgetting about bottles. Bottles have been hovering around 50 in the top selling Kitchen & Dining category on Amazon the entire quarter. Far surpassing any other SODA related item sold. These are another high margin consumable and only expand as the user base expands. This will also be material in Q2 results - which will have another all time record CO2 number.
It's just ridiculous. I see we're on the same "team" here, but you've had 8 total posts, at least 6 of them are insults. So, where do you get off saying anything to anyone? Provide something valuable to the board or just go away. What purpose are you serving here? Good luck to you (because I assume you're long) :)
Please Mr. Puttzass. Please don't hold out on us. We're here to learn. Enlighten us.
I actually welcome knowledge. Wisdom is only gained through learning from others and experience. Could you share some with us? Thanks in advance for the insight into your expansive knowledge!
Still here. When fundamentals or something materials happens with the business, there's something to talk about in my opinion. Short term trading, technicals, momo flippers, this doesn't interest me. Good luck Drex.
"Why shouldn't I believe the employee?"
Because, simply put, Walmart employees are collectively the most misinformed, poorly trained group of people in this country and most likely worldwide. A single Walmart employee should never be an influence in perception of a product or service. Could this particular Walmart be underperforming in display and sales? Absolutely. Does this mean anything to SodaStream's and Walmart's retail and product placement strategy? Not even a little bit. I'm just sorry you had to experience that, as I have in my local Walmart which is run by complete fools. Sell-through is up...period. GL
Sentiment: Strong Buy