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REEDS, Inc. Message Board

rarguile 7 posts  |  Last Activity: 2 hours 37 minutes ago Member since: Feb 19, 2007
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  • Reply to

    Can anyone see a split coming?

    by capp013 20 hours ago
    rarguile rarguile 2 hours 37 minutes ago Flag

    I doubt it - across the board, the major stocks (DJIA) are often over a $100/share DIS, AAPL, BA, HD or close XOM, MCD, PG ($80 or so) and nobody seems concerned. VISA split and its now at $67/share so I can't see much pressure for BMRC to split anytime soon.

  • Reply to

    i hate being right so consistently but

    by netprophecy2 Jun 4, 2015 7:16 PM
    rarguile rarguile Jun 5, 2015 10:58 AM Flag

    I disagree - validates the sector and will not affect REED sales - this confirms that folks are abandoning Pepsi and Coca Cola as their default soft drink. These "mega-brands" are the dinosaurs here.

  • Reply to

    REED = Thinly Traded Pumper Stock

    by wellptboy May 21, 2015 3:45 PM
    rarguile rarguile May 22, 2015 2:35 PM Flag

    All small companies can outgrow their creator. The skills required to launch a business are different from the skills required to manage a larger business - which REED has become. Recent hirings suggest that more experienced beverage professionals are coming in. I wouldn't worry about artisanal brands from biggies crushing REED because they are in full retreat on their main soda business. The world I grew up in has changed - people actively seek out the "crafted" items over the mass-produced and advertised items - ask McDonalds.

    Sentiment: Strong Buy

  • Reply to

    REED = Thinly Traded Pumper Stock

    by wellptboy May 21, 2015 3:45 PM
    rarguile rarguile May 22, 2015 11:33 AM Flag

    Not it isn't. No stock over $5/share is a pumper stock. There are thousands of companies below $4/share that are better vehicles for this type of paid media pumping. This company did $43m in revenues last twelve months - with Q growth (YoY) of 14% and has a price/sales ratio of 1.81. It may be lightly traded but that's because it only 13 milion shares outstanding and a float of 10 million.

    On today's list of percentage share volume lists is PBMD (Prima Biomed ) at $3.55/share - with $1.15 million in annual revenue - a price/sales ratio of 121 and 45 million shares outstanding. Oh and based on positive clinical trials, it's traded 17 million shares, IN ONE DAY.

  • Reply to

    36% drop in Kombucha sales.

    by dogma_blade May 11, 2015 5:01 PM
    rarguile rarguile May 11, 2015 8:05 PM Flag

    Kombucha is a fad - like yogurt drinks. There's no way Reeds is going to dominate in a product that it's a distant second in. The future is about real ginger beer and associated products. You might as well ask Coca Cola why it's reporting this: 10Q April 2015
    "On June 7, 2007, our Company acquired Energy Brands Inc., also known as glacéau, for approximately $4.1 billion. The Company allocated $3.3 billion of the purchase price to various trademarks acquired in this business combination. While the combined fair value of the various trademarks acquired in this transaction significantly exceeds their combined carrying value as of April 3, 2015 , the fair value of one trademark within the portfolio has declined and now approximates its carrying value."

  • Reply to

    For sale sign out?

    by boardwalk97 May 6, 2015 11:58 AM
    rarguile rarguile May 6, 2015 2:40 PM Flag

    No it costs real dollars to start a new beverage line like real ginger and get it marketed across the country - so REED has done that and any sales price for the company should reflect the cost of duplicating their success. It is easier to buy a competitor than develop a competitive product.

    Sentiment: Buy

  • Reply to

    For sale sign out?

    by boardwalk97 May 6, 2015 11:58 AM
    rarguile rarguile May 6, 2015 1:37 PM Flag

    Exactly - the gross revenue i.e. sales are the important factor - any profit margin improvement is the responsibility of the company acquiring REED. They wouldn't care less about current profit/loss as they will be wanting to add the sales revenues of an established business to theirs.

    Sentiment: Buy

REED
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