Tilson bought at 41 and 32. He'd be green even at a $40 buyout. But, I agree, it will go higher. Danone or even DPS or SBUX wouldn't let it go at 40.
Read the two previous ER. That's why the stock is dropping. Is that a mystery to anyone long or short? It was outlined what measures were being taken to correct the issues that arose throughout the holiday season and into Q1. Those are being executed now, and will show in Q2 numbers and the back-half of 2014. Plus, there are more sellers than buyers, that traditionally sends the share price lower. I wish you the best in whatever position you decide to take. I just hope it's not based off a sample set of 4 of SODA's 60,000 points of sale.
Exactly Trip, it's so maddeningly stupid and frustrating that it's almost not worth even replying, but if anyone was insane enough to let this pointless drivel influence them, then it's our responsibility to say something. BJ has come on this board and over the past few months, self-appoint himself some kind of expert because of his subjective views on local channel checks. Dangerous. Especially not even having any skin in the game. A simple grasp of statistics illustrates you cannot effectively use that small of a sample size for any kind of correlated forecasting. BJ, Google "confidence interval" and "variance" and then maybe you'll decide to take a different approach to DD. And also stop misinforming the rest of the board. I'm really not trying to be a jerk here, but you post these things as facts and then get upset when anyone questions them. GLTA
Absolutely John. And what everyone seems to ignore here, but is really huge if you stop to think about it. What was SODA's #1 selling item in Q2 through Amazon? BOTTLES! More than any 1 machine, more than any specific syrups...#1 by a country mile as they consistently remained around 50 of the top 100 in all of kitchen & dining. They also completely sold out, went to 3rd party sellers, then raised prices nearly 150% on the 3-pack and moderately on the 2-pack now that Amazon is direct seller again. I can only imagine bottles are 2nd to only CO2 in margin. Would love some additional insight into that, but regardless, very positive product add-on that is selling very, very well. Also confirms strong usage from established base. GL
Oh, that's right, you're already obsolete. At least you're very expensive and can't customize beverages...so you've got that going for you.
"Analysts have not currently modeled for the impact of SodaStream's future product lines which will come to market in FY15. These products include a new machine with the capability to carbonate other beverages including alcohol and fruit-based drinks."
Patience Longs, patience! GL
The trend is your friend. Go check it out - as objective as DD can get. Solid, continual growth globally and across key markets. Go to Google Trends and search SodaStream. You can then break out by market. Worldwide, Germany, France, Australia, Canada, even US and Mexico now - I'm certain you will find to be very favorable. Please remember this is a GLOBAL company with a ridiculously large market footprint and moat. Expanding into new markets all the time with some heavy hitters still to come. Consumable record numbers about to be smashed again in Q2. Margin compression will obviously ease through established markets. This all is a short-term hiccup of a growth company with long-term rewards. I'm being patient, even adding, I hope other longs are as well. GLL
The only thing we construe his statements to be are horribly subjective, that's all. Certainly not insinuating that what he's reporting on local shelves of individual retailers is not accurate. The point is that it doesn't matter. I wish you would do a little research on statistical validity. Because when you guys throw out your gloom and doom statements based on your data sets of THREE retail locations, the confidence interval ranges from +/- 34% and 57%. Which means, there is potential in the data that the INVERSE is true, that's how flawed it is! So, it's great to go into these retail locations to take a pulse, I do it too, everyone should, but to take that an try to extrapolate it is simply irresponsible. GL
Bobva, I'm sorry, but over the past few months of your posting, it's been very apparent, all of your current views and outlooks are based on visits to local retailers where you happened to see someone pick up a Jet, but decide not to buy it and put it down. Then you subjectively scream fad and forthcoming doom.