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SodaStream International Ltd. (SODA) Message Board

tobbeo 143 posts  |  Last Activity: Jul 28, 2013 6:15 AM Member since: Jun 19, 2011
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  • tobbeo@rocketmail.com tobbeo Jul 28, 2013 6:15 AM Flag

    These numbers are really amazing. If you also look at Google Trends in Germany you will see a peak in the recent weeks.

    Do people realize how big the markets in Germany and France really are? Of course it´s not as big as US but still big markets.

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Jul 24, 2013 5:01 PM Flag

    7/15/2013 7,407,455

    Highest number since March this year.

    Sentiment: Strong Buy

  • Reply to

    Seth

    by attymdmnola Apr 3, 2013 3:58 PM
    tobbeo@rocketmail.com tobbeo Apr 4, 2013 2:58 PM Flag

    And another ”great” feature from Bevys is explained in their FAQ:
    “Open the left side panel, unscrew the empty cylinder and replace it with a new one. Empty cylinders should be returned to Bevyz for refilling.”

    I´m sure this will make the system really attractive and convenient for users….

  • Reply to

    Seth

    by attymdmnola Apr 3, 2013 3:58 PM
    tobbeo@rocketmail.com tobbeo Apr 4, 2013 2:45 PM Flag

    Wow. Seems like my post the other day caused some concern. Sorry for that longs but this is great news in the long run. Like you said Tejdem, in a couple of years a lot more of the big brands will have syrups available for the home carbonation market, including Sodastream. That is my guess anyways.

    Seems like Bevyz has been around for a while, back in 2007 the former Sweden Sodastream distributor began selling their machines in Sweden without any success. As far as I can see all of their machines are more or less for company use, plumbed in models and pretty large ones.

    I'm still long and I don't really care about the stock price right now anyways if it don't fall to far because then I have to increase my stake in SODA.

    Sentiment: Strong Buy

  • Reply to

    Hamilton beach fizzini

    by drjohnlong Mar 4, 2013 11:13 AM
    tobbeo@rocketmail.com tobbeo Mar 4, 2013 1:39 PM Flag

    Saw that Hamilton Beach will use the same supplier that Primo used,
    Sparkling Drink System Innovation Center S.P.A. Better luck this time :)

    Also they are owned by Nacco Industries, trading at NYSE.

    Hamilton Beach had revenues of $124 mil in Q3 2012. Nacco releases their Q4 on March 6.

    Sentiment: Strong Buy

  • Reply to

    MORGAN stanley

    by tejdem1 Mar 1, 2013 1:17 PM
    tobbeo@rocketmail.com tobbeo Mar 1, 2013 1:54 PM Flag

    Ok. Then I wouldn't be surprised if we will see a Buy Rating from MS soon :)

  • Reply to

    MORGAN stanley

    by tejdem1 Mar 1, 2013 1:17 PM
    tobbeo@rocketmail.com tobbeo Mar 1, 2013 1:46 PM Flag

    Have Morgan Stanley initiated any coverage on Sodastream in the past?

  • Reply to

    YEAR

    by dprofiteer Feb 26, 2013 10:06 AM
    tobbeo@rocketmail.com tobbeo Feb 26, 2013 10:33 AM Flag

    Just a quick question. Is not the P/E-number calculated with the Diluted EPS based on the Net Income? They did Diluted EPS of 2.09 in 2012 and guided 18% in Net income. Even when they raise their Guidance during the year, the 3.10-number will be hard to beat? Or am I wrong here?

    Still very valuable at this level though.

  • tobbeo@rocketmail.com by tobbeo Oct 3, 2012 4:18 AM Flag

    Sodastream is looking for a Commercial manager in India right now.

    The Commercial Manager will drive sales, brand building and people leadership in the Indian market. The objective is to launch the SodaStream brand behind world-class execution to become a material challenger in the sparkling beverage category, consistent with penetration success in other Indian markets.

    Reporting to: Head of Business Development


    Direct Reports
    The Commercial Manager will build a small multi-functional, sales-focused team (4-5 people total). As the business grows, additional staff will be recruited as needed.


    Key Accountabilities & Responsibilities
    Strategic leadership for defining and executing the commercial path to growth of SodaStream in India:
    Brand Equity and Leadership:
    · Develop and execute the SodaStream brand launch plan and activities. These include product portfolio and pricing strategy, distribution segmentation, advertising and promotion. Key brand drivers are PR, digital, social media, in-store excellence and ambassador network (opinion leaders) as well as ATL.
    · Learn, share and optimize commercial and marketing best practices among the international portfolio of 44 countries.
    · Responsibility for forecasting and in-market logistics.
    · Lead budget process with Group HQ and exceed P&L and profitability targets.
    · Motivate and cheerlead the local team and help inspire the entire organization to dream and fulfill.
    Commercial/Sales:
    · Develop and implement SodaStream’s retail strategy across the market, by customer, channel and category, to ensure optimized partnerships with winning and key retailers.
    · Implement customer strategies by channel that meet or exceed key account sales targets and support the brand’s growth & equity objectives.
    · Identify and chase new distribution channel and retail opportunities.
    · Establish business and personal KPI system for sales team and optimize reward system according to Group Plan.

    City:
    Mumbai

    Sentiment: Strong Buy

  • Read an interesting interview with designer Todd Bracher in the magazine DAMn #33. If you Google todd bracher sodastream you can read the pdf-article yourself.

    Can't remember I've heard about this before, not that much information the article gives you anyway, have you?

    It says that Sodastream will release two versions of the machine. One free for municipal use, and one where you need to pay, for commercial places like train stations and airports. You can pay either by credit card or by mobile payment like Google wallet.

    Sodastream is planning to distribute the machine by the end of the year in US, UK, France, Italy, Switzerland and Australia. Followed by more countries later on.

    Sentiment: Strong Buy

  • This can be found at the sodastream UK blog

    SodaStream Source Launches in Conran

    It's here! It's finally here!

    On the 14th September, the brand new SodaStream Source Machine designed by Yves Béhar went on sale exclusively at the Conran Shop in Chelsea on Friday, receiving a fantastic reception from designers and homemakers alike.

    The Source is SodaStreams brand new stylish, designer drinks maker and is available to buy in Red, White, Blue or Black and features sleek chrome finishings and a LED Carbonation indicator.

    SodaStream are serving free cocktails all day at the Soda Bar​ which has been set up in-store, so come down and try some Dorchester's Sister, Cucumber Heat, Moscow Mule and Arctic Circle Vodka Cocktails. There will also be an exclusive party held on the evening of Thursday 20th September; it is invite only however!

    The Source has lots of nice features that will attract new and old 'streamers to make their own fizzy drinks at home, using the new drinks maker. Firstly, no more screwing-in bottles; the elegantly redesigned carbonating bottle easily locks into place with a single-push. The carbonation of your water is now simpler than ever with the intuitive LED interface; the three levels of carbonation are displayed in an simple way, giving you three levels of fizz to choose from.

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Sep 26, 2012 8:36 AM Flag

    News for you Mika =)


    In a PR today it was announced that Sodastream Source will be available at a number of retailers in Finland late in October/beginning of November. One version will be available at 149 € and another one at 169 €.


    Also another PM that says Sodastream Revolution will be available at retailers in Finland in the beginning of October at the price 189 €.

    Sentiment: Strong Buy

  • Why the f## can't we post links anymore? It's hard to prove any statement if you can't.

    Well this news is out since yesterday I think. Good news for Sodastream?

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Sep 13, 2012 1:41 PM Flag

    Strange to put out this type of unconfirmed rumours, who does that?

    Update details:
    - Earlier it was reported that there was market talk that Sodastream had been put up for sale, with Kraft a touted bidder. Kraft here declining to comment on this chatter.

    Print 17:01 - US Equities - Source: RANsquawk

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Sep 10, 2012 3:32 PM Flag

    Will be available late this year in France and probably in all of Europe. I thought it wouldn't be released until early 2013? The France Sodastream site just put out a PR about this. Good news that the new machine Will be available this holiday. Unfourtunately I can't provide the link because the new YMB.
    presse.sodastream.fr/2012/09/sodastream-source-la-nouveaute-signee-yves-behar-qui-allie-design-et-simplicite/

    Sentiment: Strong Buy

  • Reply to

    Hearing Final HSN machine sold yesterday 21,000

    by tejdem1 Sep 7, 2012 10:10 AM
    tobbeo@rocketmail.com tobbeo Sep 7, 2012 12:19 PM Flag

    Wow, sounds amazing! They should do that sales show every Day. :)

    Sentiment: Strong Buy

  • Reply to

    Sodastream Store?

    by tobbeo Sep 4, 2012 4:18 AM
    tobbeo@rocketmail.com tobbeo Sep 4, 2012 4:25 AM Flag

    Hmmm. Can't post any links anymore. What have happened??
    Ok there is an article in thegrocer dot co dot uk. Search for sodastream

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Sep 4, 2012 4:18 AM Flag

    Why havn´t we heard more about this from Sodastream?
     
    UK sales up 131% YoY first half of 2012.

    Sentiment: Strong Buy

  • tobbeo@rocketmail.com by tobbeo Aug 30, 2012 12:52 PM Flag

    Just released on the France sodastream site, will be presented at the Maison & Objet 7-11 September.

    http://presse.sodastream.fr/2012/08/les-nouveautes-sodastream-au-salon-maison-objet-2012/

  • tobbeo@rocketmail.com by tobbeo Aug 29, 2012 6:12 AM Flag
SODA
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