For years we were told by the oil and energy pundits that the United States must become energy independent so as not to be the slaves of OPEC. Vey well with the new technology that the U. S. developed we have been producing prodigious quantities of oil so that we have affectively caused this oversupply of oil. And therefore according to the laws of supply and demand, the price of oil has declined according to those economic laws. we have shot ourselves in the foot and the small oil and gas companies are now suffering for the success that has been achieved by the new fracking techniques.-My question is this: shouldn't this have been forseen? Success has brought us disaster. What am I missing?
MS made an investment in the pipeline as I stated and as another commented, a pipeline transports gas. the more the gas transported, the greater the profits. it is that simple. the synergies will make this company very profitable for the patient investor..
Morgan Stanley last week made a significant investment in the pipeline. Were they clairvoyant? Hardly, they knew sometning was going to validate their investment and now we see the results.
Imagine when the date arrives that announces the completion of construction and the first shipment of LNG to one of the contracted customers. The publicity and the media attention will give the share price such a surge that the price will come very close to $150 per share, espeically if new contracts are announced simultaneously.
I agree that the approval of the pipleline would be an automatic boast to the share price and would stimulate a divident increase. Do you share my hope?
thanks for response. if and when a pipeline is built,will that mitigate the fact that pgh has to sell its oil at a discount? i am concerned will the benefi to the shareholders. thanks
Do you know if they plan to increse the user base by a direct marketing strategy with the major supermarkets and pharmacies in the U.S? The reason is quite simple. Before I became a user of the Sodastream machine, I bought soda at a local supermarket (Acme) or at a CVS. Most typical soda drinkers buy at these site for personal home consumption. These two venues are a must if the company wants to avoid saturation and fundamentally increse revenues and recurring revenues. The only reason I bought a Sodastrem machines is becuase I accompanied my wife to Bed, Bath and Beyond two years ago and I saw the Soda display and bought the product. I never have bought soda since from a retail store. I love this machine. My point is that if the company wants to become a major force in changing the soda drinking culture in this country, it must directly challenge Coke and Pepsi by providing its products in the same location where Pepsi and Coke are sold. That means the company must get shelf space adjacent to where the two Soda giansts sell their products. In that way the average soda consumer can have an alternative. The benfits that Sodastream brings to the table for the typical soda consumer are greater than what Pepsi and Coke can bring. Freshness of the prodiuct, the environmental benfitrs and cost savings. But these benefits are mitigated unless the consumer is aware of the product existence at the place where he or she shops for soda. Your thoughts are appreciated.
I would never had known about Sodastream
Thanks for your thoughtful comments. Patience and discipline as you say are a must.
I beleive there are two key issues the company must eventually resolve, and if they can do this, then we will have a bright future with this company:
1. Sodastream must as some point offer its product in the same location where Pepsi and Coke are sold. I was at one time a buyer of Coke before I heard about Soda But it was not becuase Soda was avaialbe in the same supermarke asile Coke or Pepsi. I heard about the company by seeing a display at Bed, Bath and Beyond. The average soda consumer buys soda for home consumption at either his local grocer or at a pharmacy such as CVS or Walgreen's. If the average soda drinker is given a choice by having Soda available at his/ her regular place of purchase, then the company will gain market penetration to be sure. This company has unique advantages that Coke and Pepsi do not possess,i.e freshness, environmental friednliness and cost savings. These remarkable advantages are not being utilized since the product is not available on the shelves occupied by the behomoths of the soda industry. In short, you must meet your competition head on by offering an alternative product in the same location. Presently, the company's main penetration is in retail stores that sell small appliances such as Bed, Bath , Macy's.
2. Soda must win over the envionmental lobby in this country. This is a must. It is common knowledge that the environmmentaly lobby is very powerful at the state and federal level. They have successfuuly stopped some major energy programs. Soda needs to get them to endorse its product. These envionmentalists have trade magazines that could advertise Soda as an alternative to the recycling of plastic and glass soda bottles. Even oceanographers are concerned with the contamination of the oceans by plastic soda bottles. Well, Sodastream is the one company that has the solution to stop the pollution.
I wanted to express my opinion
I have been a stock holder for several years and believe that this company given time and patience will redifine the cosumption of acarbonated beverages. Sodastream's major hurdle, I believe, is to wean the public from the purchase of bottled sodas, whatever the brand name. The question is how to do this. The company has incrementally over the last several years built distribution base. However, in order to challene the major players in the industry, i.e. Coke and Pepsi, the company must offer a direct challenge to these behomoths. In my opinion, the way to do this is by offering the soda consumer an alternative.The aveage soda consumer purchses soda in bulk either at their local supermarket or perhaps if they are a senior citizen at their local pharmact uch as a CVS or Walgreen's. What Sodastream must do in these markets is to offer the soda consumer an alternative. S odastream has every thing to gain because it can offer a better choice since the consumer can make their soda fresh and at a signicant savings and also help the environment. These choices and advantages Coke and Pepsi cannot compete with. BUT this is what is crucial for the Sodastreams success, they must offer these advantages at the locations where Coke and Pepsi are sold. Presently, they are a direct challen at Walmart's. But they must get into all the major supermarket chains across the U.S. and the major pharmcies.
When this take place, Sodastream will become a major player and a major threat to the goliaths.Those who hold on to the stock will become wealthy beyond their dreams if they have patience and fortitude. THhis is my humble opinion.
also we should remember that Walmart has locations outside of the U.S. that markets SODAstream products that gives added weight to its inyernational appeal. Also we hopefully will get new partnerships in the coming year,i.e. CVS or Walgrenn's that will add to the revenue base.
if you are wrong, do the world a favor and stop posting your predictions. Did someone or some supernatrual being give you the knowledge of the futrue? Your arroganced is appaling/
I read your analysis and it has worth but you fail miserably to see thedevelopment that have happened in the last two years. Your are incrediblely unfair because you haved not g ven any credence to what the company has done in the last two years. Can you say honestly say that the company in the last two years has not improved? No, you are a deceiver. This company based on just the accounting has improved in its production of oil and that is what countts. The greatest obstacle to wealth is the lack of patience! And you are a prime example of that mind set!!
who made you the oracle of all truth?. how can you know the future? who as given you such wisdom and knowledge?
How many times have I heard about the chinese and their dubious business practices. I suspect that this CEO was a fraud because by making an offer he effectively limited an upperward movement in the shareprice. Hipefully, now that he has been revealed as a fraud, we can hope that the share price will reflect its true value. Never trust the Chinese!!!
If you are wrong in your prediction, will you promise never to grace your opinions, on this message board?Who appointed you as an oracle of all truth?
great post and very informative. I would like to add my hopes. Soda was conceived by a pharmacist in the late 1890's. I have suggested to the company's executives to enter into a distribution agreement with one or all of the major pharmacy chains in the U.S, i.e. CVS and Walgeen's to market the machines and flavors as well as the CO2 cannisters. As everyone know,s CVS and Walgreen's sells ample amounts of soda. I see no reason why these pharmacy giants would not welcome the opportunity to allow its customers the abilty to make fresh sodas at the customers convenience. As anyone knows senoir citizens frequent these pharmacies regularly for all sorts of personal needs. If such an agreement was realzed, this would add to Sodastream's market penetration. Yourr thoughts