There will be no pre-announcement. I believe the q2 numbers will be there . They will drag their feet if q3 forecasts are not up to expectations and wait till their qtr. reporting to say anything. Q3 is usually their good qtr. so that might even still be ok. Q4 will be the issue if there is one. The timing of q2 reporting will catch some attention. If they delay until audit results in august might put some people on edge. ONce the rockets stop or subside then we might see some stock price relief. we need to start some buyout rumors.
Yes the challenge is there but will investors forgive a large earnings shorfall even if revenues come up somewhat short. You would think alot of the punishment has been baked in. Does wall street beat a dead horse or does someone come to the rescue. Protection is very expensive. The last time that occurred we turned the corner. Thanks for the feedback.. I noticed you still have a few players on the board just like to pick fights. Have a good day
But the option interests would say just the opposite and possibly a repeat of Jan. reporting. Not that I would agree with it but some of the big boys know something
Absoutely nothing. Where I was a pro Dan B. fan up until Jan. debacle I was willing to let him have that one mistake. Recently thou I have been questioning myself when you look what the stock price has done since he has taken the helm. Absoutely nothing. Now with that said he has definetly excelled in rev. growth and up until recently had great earnings. But the stock price is back when he took over. Do you blame a ceo for stock price. Some say yes and some say no
Welcome. Good observation. the only thing you have to watch closely is rev. continues to grow but we had a setback on earnings going backwards. Q2 results and Q3 forecast will tell the tale.
Your observations are flawed. Don't question that your in store observations are not impressive but you need to keep in mind SODA total business hardly shows up on the radar screen. it wont' take much to move the growth needle as it relates to the uS market. So if one market segment doesn't look well there could be other areas that will make up the difference. the key in the rajor blade concept is protect your base.
I disagree. The stock does get hit on any uptick of conflicts. Also the closing of the store in UK due to protests of occupied territory didn't help. I know there are several on this board think like you and put a spin that it doesn't matter but it does and the stock price would be different if instead of the plant in occupied territory and have it Atlanta Ga we would celebrating like GMCR has.
The board seems very negative. Most of us have been there before. Wish we would just get the q2 reporting over so we can have a clear path of direction instead of all the speculation. The possible later reporting date of earnings as discussed last week won't help if it ends up being correct. Good opportunity for making money for the people who are on the right side of the trade.
Got it. thanks. Still have some concerns that Soda needs to grow up into a big company that requires strict inventory management. Not certain they got there yet. And as you pointed out in terms of having a future inventory adjustment for Walmart I hope their inventory mgt. specialist has this in control. Assuming they have an inventory mgt. specialist. Maybe they'll ship any leftovers to India for their grand opening whenever that will be.
So all it will take is we pass the hat so you sell and then we all benefit. Soda is just having some tough times. YOU would think Soda's established base should support some better earnings.
Not questioning the eps. We know the earnings are lacking as Soda stated in Jan. The question on the table for investors how long do you punish Soda using actual eps. We know actual eps will be lacking for 4 qtrs . It would seem to me you can't ignore the Q3 and beyond projected eps.
YEah but the street is pricing in a .78 Q3. Annualize that's approx $3. NOw we all know you can't do that because Q3 is usually their large qtr but they also have a 2.55 for 2015. So if Soda keeps with their 2nd half forecast and the analyst keep with their Q3 numbers a 20 pe would take us much higher. High 40's or low 50's would not be out of the question. Now the big question will both Soda and the analysts keep their forecast in tack.
probably followed by the 28.5 puts. When it rains it pours. Will have a short day (hr. wise) tomorrow due to the holiday on Friday. Maybe when we get back on Monday we will have some sanity come back.
Enough of the shorting. Time to regain ground. Let's hope the general market doesn't get in the way.
Your right. The margin money is made in syrups and co2. Unless Soda can make the syrups for their partners or share in some of the profits that are associated with syrups. But if they remain dominate in the co2 front then they can carry that part of the added business. The machines are a lost leader but it makes you need their co2 refills. In terms of the big boys ko and pep if I was them I would welcome with open arms any add;t ways to sell their high margin syrups. The problem there is the tie in to the bottlers. But eventually they need to endorse the home carbonation business.