Opinions on SODA?

By Patrick   follow   Fri, 18 Jan 2013, 10:03am PST   ↑ Like (1)   ↓ Dislike (1)   29,161 views   158 comments   Watch (1)   Share   Quote  

My wife bought me a Sodastream water carbonator and I like it because I can make fizzy water for about 30 cents a liter instead of paying $1 a liter in the store. OTOH I was kind of annoyed at their proprietary bottles and connectors which really do nothing more than hold and dispense carbon dioxide, but cost $15 to refill.

I'm getting kind of a good deal, but they're getting a really good deal because I know it can't cost more than $1 for them to refill that thing.

So... instead of being annoyed, I looked up the stock (SODA) and they have no debt, a P/E of 25, and seem to be growing rapidly. I bought some of the stock today. Mistake? What am I missing?

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Blurtman   befriend (0)   ignore (2)   Mon, 6 Oct 2014, 11:58pm PDT   Like   Dislike     Share   Quote   Comment 119

SODA flat today.

zzyzzx   befriend (10)   ignore (6)   Tue, 7 Oct 2014, 1:57am PDT   Like   Dislike     Share   Quote   Comment 120

Blurtman says

SODA flat today.

SODA lost it's fizzle months ago.

komputodo   befriend (1)   ignore (0)   Tue, 7 Oct 2014, 2:31am PDT   Like (1)   Dislike     Share   Quote   Comment 121

zzyzzx says

The Israeli company’s 2014 woes began in early January when, in a preliminary earnings release similar to Tuesday’s, it told investors 2013 earnings would be 23% lower than it had forecast earlier.

What's wrong with those israelis? Don't they know that all they have to do is a share buyback? They could buy back every outstanding share except one and then any sales they made would look great on their EPS statement.

komputodo   befriend (1)   ignore (0)   Tue, 7 Oct 2014, 2:33am PDT   Like (1)   Dislike     Share   Quote   Comment 122

bgamall4 says

zzyzzx says

Blurtman says

SODA flat today.

SODA lost it's fizzle moths ago.

It is fizz, not fizzle. :)

Fizzle is how Snoop Dog would say it.. Like "Sodizzle losts it's fizzle"

Ironman   befriend (0)   ignore (13)   Tue, 7 Oct 2014, 2:36am PDT   Like   Dislike (2)     Share   Quote   Comment 123

zzyzzx says

Blurtman says

SODA flat today.

SODA lost it's fizzle moths ago.

"Moths" drink soda??

komputodo   befriend (1)   ignore (0)   Tue, 7 Oct 2014, 2:44am PDT   Like (1)   Dislike     Share   Quote   Comment 124

bgamall4 says

zzyzzx says

Blurtman says

SODA flat today.

SODA lost it's fizzle moths ago.

It is fizz, not fizzle. :)

Fizzle is how Snoop Dog would say it.. Like "Sodizzle losts it's fizzle"
bgamall4 says

There are times when you have to take a moral stand, you dumb bruin.

An occupation has traditionally been looked upon as a form of slavery.

How easy it is to take a moral stand by not buying a product that you wouldn't buy anyways...It looks good on paper though.

zzyzzx   befriend (10)   ignore (6)   Tue, 7 Oct 2014, 3:20am PDT   Like   Dislike     Share   Quote   Comment 125

Down to $21.79/sh

I still want to know if anyone here actually bought this POS stock.

zzyzzx   befriend (10)   ignore (6)   Wed, 8 Oct 2014, 3:41am PDT   Like   Dislike     Share   Quote   Comment 126

Down some more:
$20.58/sh Down 0.95(4.39%) 1:39PM EDT

FortWayne   befriend (12)   ignore (3)   Sat, 11 Oct 2014, 3:09am PDT   Like   Dislike     Share   Quote   Comment 127

I like their soda machine, but their syrups need serious work. They could be so much better if they improved on that. I'm going to send them an email as a consumer and as a shareholder (ha!).

zzyzzx   befriend (10)   ignore (6)   Fri, 2 Jan 2015, 9:57am PST   Like   Dislike     Share   Quote   Comment 128

Closed under $20/sh!

$19.72

zzyzzx   befriend (10)   ignore (6)   Mon, 23 Feb 2015, 12:29pm PST   Like (1)   Dislike     Share   Quote   Comment 129

Below $18/sh now!
17.92 Down 0.81(4.33%) 3:28PM EST - Nasdaq Real Time Price

jvolstad   befriend (4)   ignore (3)   Mon, 23 Feb 2015, 12:58pm PST   Like (1)   Dislike     Share   Quote   Comment 130

I buy cases of soda at Costco from time to time. It usually breaks down to around 28 cents a 12-oz can. I use my Costco AE card which give me 2% off.

Blurtman   befriend (0)   ignore (2)   Mon, 23 Feb 2015, 1:26pm PST   Like   Dislike     Share   Quote   Comment 131

Lately my pee has been coming out carbonated. Is that a problem?

zzyzzx   befriend (10)   ignore (6)   Mon, 23 Feb 2015, 5:07pm PST   Like (2)   Dislike     Share   Quote   Comment 132

Blurtman says

Lately my pee has been coming out carbonated. Is that a problem?

It might help keep your toilet clean.

zzyzzx   befriend (10)   ignore (6)   Wed, 25 Feb 2015, 7:55am PST   Like (1)   Dislike     Share   Quote   Comment 133

Down again!
17.34 Down 1.55(8.21%) 10:53AM EST - Nasdaq Real Time Price

http://www.thestreet.com/story/13058131/1/sodastream-international-soda-drops-today-on-fourth-quarter-revenue-miss.html
SodaStream International (SODA) Stock Drops Today on Fourth-Quarter Revenue Miss

NEW YORK (TheStreet) -- Shares of SodaStream International (SODA - Get Report) fell 8.47% to $17.29 in morning trading Wednesday after the home carbonation product manufacturer reported its fourth-quarter earnings.

Adjusted earnings soared to $7.5 million, or 35 cents a share, from $700,000, or 3 cents a share, from the same period one year earlier. This beat the FactSet consensus estimate of earnings of 17 cents a share.

Revenue dropped to $126.5 million from $168.1 million, which missed the FactSet consensus estimate of $127.1 million. The company cited decreased demand for sparkling water makers and flavors in the U.S. during the holiday season.

HEY YOU   befriend (3)   ignore (3)   Wed, 25 Feb 2015, 9:26am PST   Like (2)   Dislike     Share   Quote   Comment 134

Patrick,
We all gamble trying to make a easy fiat. I spend a $1 on the lottery & never miss by more than 6 numbers.

Patrick   befriend (64)   ignore (4)   Thu, 26 Feb 2015, 6:48am PST   Like (1)   Dislike     Share   Quote   Comment 135

Ah well, it was a fun gamble. They had a few things going for them, like a product that's really useful, but what they did not have was a dividend.

Lesson learned (yet again): never buy any stock that does not pay a dividend.

SFace   befriend (1)   ignore (2)   Thu, 26 Feb 2015, 7:10am PST   Like   Dislike     Share   Quote   Comment 136

The product was not useful. Making your own soda taste nasty and people gave up on it. Hence revenue dropped like a mofo.

But companies with increasing dividends are winners. So dividends can go up or down. If you get the latter , you will lose $$ just as easy.

Patrick   befriend (64)   ignore (4)   Thu, 26 Feb 2015, 8:52am PST   Like (1)   Dislike     Share   Quote   Comment 137

it works perfectly if all you want is fizzy water.

sure, dividends can go up or down, but a company that is consistently paying out a dividend has proved it has some real earning power, and the guts to return some of its cash to the rightful owners, the shareholders. without that, it's much less certain that the company should even exist (from the shareholder's point of view).

money talks.

zzyzzx   befriend (10)   ignore (6)   Thu, 26 Feb 2015, 10:45am PST   Like (1)   Dislike     Share   Quote   Comment 138

I only buy stocks that pay dividends!!! I have no defined benefit pension plan, and never will. My plan is to just buy dividend paying stocks. When I have enough income from them, I can retire, or just not give a shit if I have a job or not.

CDon   befriend (1)   ignore (2)   Thu, 26 Feb 2015, 6:29pm PST   Like   Dislike     Share   Quote   Comment 139


Ah well, it was a fun gamble

I find it remarkable in that during a time when the market went up approx. 30%, you managed to find (and invest in) a stock that lost over 60% of its value. This (and your decision not to buy 15 years ago in Palo Alto) are your only two publicly announced financial moves. Are you always so snakebitten?

zzyzzx   befriend (10)   ignore (6)   Wed, 6 May 2015, 9:03am PDT   Like   Dislike     Share   Quote   Comment 140

17.77 Down 1.34(7.01%) 12:01PM EDT - Nasdaq Real Time Price

SodaStream Revenue Falls on Currency Headwinds, Low Demand

zzyzzx   befriend (10)   ignore (6)   Wed, 5 Aug 2015, 6:42am PDT   Like   Dislike     Share   Quote   Comment 141

16.46 Down 0.81(4.69%) 9:41AM EDT

Dropping faster than Apple right now!

http://www.marketwatch.com/story/sodastream-profit-sales-fall-below-expectations-2015-08-05
SodaStream profit, sales fall below expectations

SodaStream International Ltd. SODA, -5.64% reported on Wednesday a second-quarter net profit that fell to $960,000, or 5 cents a share, from $9.2 million, or 43 cents a share, in the same period a year ago. Excluding non-recurring items, such as restructuring-related charges, adjusted earnings per share came to 17 cents, below the FactSet consensus of 31 cents. Revenue fell to $99.8 million from $141.2 million, below the FactSet consensus of $106.3 million, with sales in all geographic regions and in all product categories declining. Changes in currency rates reduced revenue by $16.9 million. Gross margin declined to 50.3% from 50.5%. "As we previously discussed, the first half of 2015 would be a challenging period due to implementation of our global restructuring and growth plan combined with changes in foreign currency exchange rates," said Chief Executive Daniel Birnbaum. The stock, which lost 3.3% in light premarket trade, has dropped 14% year to date through Tuesday, while the S&P 500 has gained 1.7%.

Patrick   befriend (64)   ignore (4)   Wed, 5 Aug 2015, 8:18am PDT   Like (2)   Dislike     Share   Quote   Comment 142

Meh. I also bought Southwest Airlines just before its huge runup.

curious2   befriend (4)   ignore (5)   Wed, 5 Aug 2015, 10:26am PDT   Like (1)   Dislike     Share   Quote   Comment 143

Regarding this company, the syrup might have more potential than the fizz. In America, supermarkets stock whole shelves of fruit juice "from concentrate" (mostly H2O), but they don't sell the concentrate (except FCOJ in the freezer section). In other countries, supermarkets sell the concentrate, which customers can store at room temperature. Better brands specify the brix or the fruit % (e.g., "97% fruit"). That's a much more efficient system compared to packaging and selling mostly H2O on American shelves, but the American system allows for more hidden markups: I've noticed American calorie counts dropping slowly, and labels saying "Lite", meaning they're reducing the % of fruit and increasing the % of H2O. The SODA people have a distribution chain that they could use to sell the concentrate that retails in other countries but not here.

Otherwise, making the H2O fizzy doesn't really add value IMO. Kids within a narrow age range might enjoy the increased flatulence (and apparently in Reseda even some of the adults can't think of anything better to do), but the acidity and increased carbon footprint tend usually to become less popular with adults. In beer and hard cider, CO2 is a byproduct of the fermentation process, but not the point; wine usually sells for more.

HEY YOU   befriend (3)   ignore (3)   Wed, 5 Aug 2015, 1:11pm PDT   Like   Dislike     Share   Quote   Comment 144

KgK one   befriend (0)   ignore (2)   Thu, 6 Aug 2015, 6:53am PDT   Like (1)   Dislike     Share   Quote   Comment 145

you can buy 12 pack of coke or pepsi for 2 $. 16 cent/ can with exact flavor. they also use purified water.

Making your soda sounds fun but not cost effective yet.

I am trying to find any upcoming technologies that have growth of ^ 20 % /yr, for next 3 yrs. 3D printing was dud. lost some money on it.

Patrick   befriend (64)   ignore (4)   Thu, 6 Aug 2015, 6:57am PDT   Like (1)   Dislike     Share   Quote   Comment 146

curious2 says

making the H2O fizzy doesn't really add value IMO

it does add value for us though. we like plain fizzy water, and don't want to buy it or carry it home. sodastream also makes it more cheaply than buying it, about 25c / liter.

zzyzzx   befriend (10)   ignore (6)   Wed, 12 Aug 2015, 6:49am PDT   Like   Dislike     Share   Quote   Comment 147

15.77 Down 0.06(0.38%) 9:48AM EDT - Nasdaq Real Time Price

zzyzzx   befriend (10)   ignore (6)   Wed, 12 Aug 2015, 8:26am PDT   Like   Dislike     Share   Quote   Comment 148

What's BDS??

zzyzzx   befriend (10)   ignore (6)   Mon, 24 Aug 2015, 6:54am PDT   Like   Dislike     Share   Quote   Comment 149

SodaStream International Ltd. (SODA) -NasdaqGS
13.43 Down 1.60(10.62%) 9:53AM EDT - Nasdaq Real Time Price

BayAreaObserver   befriend (0)   ignore (3)   Tue, 29 Sep 2015, 2:12pm PDT   Like   Dislike     Share   Quote   Comment 150

Patrick - did you catch this press release ? Keurig/Coca-Cola home cold beverage system. Want to make your own fresh Coca-Cola at home?

After the Atlanta-based beverage giant’s billions in investment into Keurig Green Mountain Inc. (NASDAQ: GMCR), the companies on Tuesday unveiled the Keurig KOLD drinkmaking system that will allow consumers to do just that.

In October, the $300 appliance will be sold at select retailers online and in six cities: Atlanta, Boston, Chicago, Dallas, Los Angeles and New York.

More on the system and how it works:

http://www.coca-colacompany.com/innovation/introducing-keurig-kold-home-system-delivers-fresh-made-beverages-including-coca-cola-with-push-of-a-button

Article: http://www.bizjournals.com/atlanta/news/2015/09/29/your-first-look-at-the-keurig-coca-cola-home-cold.html

zzyzzx   befriend (10)   ignore (6)   Thu, 5 Nov 2015, 7:24am PST   Like (1)   Dislike     Share   Quote   Comment 151

Nobody wants that wildly overpriced appliance!

SodaStream International Ltd. (SODA) -NasdaqGS
15.25 Down 1.37(8.22%) 10:20AM EST - Nasdaq Real Time Price

http://finance.yahoo.com/news/sodastream-earnings-line-fx-hits-142002790.html
SodaStream International Ltd. SODA reported adjusted earnings (excluding restructuring costs) of 22 cents per share in the third quarter of 2015 which were in-line with the Zacks Consensus Estimate. Earnings, however, plunged 51% year over year due to lower sales and margins.

Adjusted earnings of the Israel-based manufacturer of household soda machines exclude restructuring costs related to the growth plan. Including the costs, earnings came in at 11 cents, much less than 45 cents a year ago.

Total revenue was $110.0 million which missed the Zacks Consensus Estimate of $114 million by 3.5% and declined 13% year over year.

zzyzzx   befriend (10)   ignore (6)   Mon, 2 May 2016, 11:14am PDT   Like (1)   Dislike     Share   Quote   Comment 152

Now they are shrinking their syrup bottles:

Patrick   befriend (64)   ignore (4)   Mon, 2 May 2016, 7:18pm PDT   Like (1)   Dislike     Share   Quote   Comment 153

zzyzzx says

Now they are shrinking their syrup bottles:

geez, as if that stuff costs anything at all to make. prolly 2 cents per bottle.

komputodo   befriend (1)   ignore (0)   Mon, 2 May 2016, 10:07pm PDT   Like (1)   Dislike     Share   Quote   Comment 154

BayAreaObserver says

Want to make your own fresh Coca-Cola at home?

yep, nothing quite so refreshing as a fresh coca cola. Sounds healthy too.Win-win!

zzyzzx   befriend (10)   ignore (6)   Fri, 13 May 2016, 10:08am PDT   Like (2)   Dislike     Share   Quote   Comment 155

Obligatory:

curious2   befriend (4)   ignore (5)   Fri, 13 May 2016, 11:53am PDT   Like (1)   Dislike     Share   Quote   Comment 156

zzyzzx says

What's BDS??

Boycott, Divestment, and Sanctions: an anti-Israel campaign to punish Israeli companies, e.g. SODA. It has the vehement support of Muslim and some Christian groups.

Patrick   befriend (64)   ignore (4)   Sun, 15 May 2016, 12:32pm PDT   Like (1)   Dislike     Share   Quote   Comment 157

the appropriate response might be a counter-bds campaign.

i guess everyone would lose, but the richest people/organizations/countries would lose the least.

bds is really about imposing political correctness via economics.

FortWayne   befriend (12)   ignore (3)   Sun, 15 May 2016, 1:13pm PDT   Like   Dislike     Share   Quote   Comment 158

We actually own some stock, couple of thousand not much. However, we also bought their machine, I think it's awesome. Their flavors are terrible though, have to make your own right now. But if they figure that part out, they'll make a killing.

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