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Opinions on SODA?


By Patrick   Follow   Fri, 18 Jan 2013, 10:03am PST   14,902 views   162 comments   Watch (2)   Share   Quote   Permalink   Like (1)   Dislike (1)  

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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komputodo   befriend   ignore   Sun, 20 Jul 2014, 8:20am PDT   Share   Quote   Like   Dislike     Comment 123

FortWayne says

I'll probably buy their shares, have to look into P/E. They do have potential.

FortWayne says

komputodo says

Does making or losing money in any way relate to stock prices?

Long term... yes.

Ah, to be so naive...My post was almost a year ago..what exactly is LONG TERM to you?

zzyzzx   befriend   ignore   Thu, 24 Jul 2014, 2:30am PDT   Share   Quote   Like   Dislike     Comment 124

Going private for around $40/share.

http://finance.yahoo.com/news/sodastream-buyout-talks-bloomberg-160646571.html

jvolstad   befriend   ignore   Thu, 24 Jul 2014, 2:52am PDT   Share   Quote   Like (1)   Dislike     Comment 125

Society of Demented (Real Estate) Agents?

(SODA)

zzyzzx   befriend   ignore   Tue, 30 Sep 2014, 11:47pm PDT   Share   Quote   Like   Dislike     Comment 126

Back down to $29.16/sh

zzyzzx   befriend   ignore   Wed, 1 Oct 2014, 4:23am PDT   Share   Quote   Like   Dislike     Comment 127

New 52 week low today!

$27.85/sh - down by more then 5%!

zzyzzx   befriend   ignore   Mon, 6 Oct 2014, 11:28pm PDT   Share   Quote   Like (1)   Dislike     Comment 128

Down in pre-market trading:

$22.60 Down $4.97 (18.03%) 9:25AM EDT

http://www.forbes.com/sites/samanthasharf/2014/10/07/sodastream-shares-plunge-to-all-time-low-on-53-income-decline/

SodaStream Shares Plunge To All-Time Low On 53% Income Decline

Shares of SodaStream International were down close to 18% in pre-market trading Tuesday setting up the stock to open below $23 for the first time ever. The stock’s previously low of $27.44 was hit on Monday as shares were down 42.7% year-to-date before the morning plunge.

In a preliminary earnings report released Tuesday SodaStream estimated its third quarter revenue will come in at $125 million, down 13.5% from the same period last year and more than $25 million short of Wall Street analysts’ consensus call for modest year-over-year growth. The home carbonation system maker says its operating income will be approximately $8.5 million, down 52.8% from the same period last year.

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. Things appeared to be getting worse in February when Coca-Cola and Green Mountain Coffee announced a partnership to develop an at-home soda making system.

Blurtman   befriend   ignore   Mon, 6 Oct 2014, 11:58pm PDT   Share   Quote   Like   Dislike     Comment 129

SODA flat today.

zzyzzx   befriend   ignore   Tue, 7 Oct 2014, 1:57am PDT   Share   Quote   Like   Dislike     Comment 130

Blurtman says

SODA flat today.

SODA lost it's fizzle months ago.

bgamall4   befriend   ignore   Tue, 7 Oct 2014, 2:10am PDT   Share   Quote   Like   Dislike     Comment 131

zzyzzx says

Blurtman says

SODA flat today.

SODA lost it's fizzle moths ago.

It is fizz, not fizzle. :)

komputodo   befriend   ignore   Tue, 7 Oct 2014, 2:31am PDT   Share   Quote   Like (1)   Dislike     Comment 132

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   ignore   Tue, 7 Oct 2014, 2:33am PDT   Share   Quote   Like (1)   Dislike     Comment 133

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   ignore   Tue, 7 Oct 2014, 2:36am PDT   Share   Quote   Like   Dislike (2)     Comment 134

zzyzzx says

Blurtman says

SODA flat today.

SODA lost it's fizzle moths ago.

"Moths" drink soda??

komputodo   befriend   ignore   Tue, 7 Oct 2014, 2:44am PDT   Share   Quote   Like (1)   Dislike     Comment 135

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   ignore   Tue, 7 Oct 2014, 3:20am PDT   Share   Quote   Like   Dislike     Comment 136

Down to $21.79/sh

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

zzyzzx   befriend   ignore   Wed, 8 Oct 2014, 3:41am PDT   Share   Quote   Like   Dislike     Comment 137

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

FortWayne   befriend   ignore   Sat, 11 Oct 2014, 3:09am PDT   Share   Quote   Like   Dislike     Comment 138

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   ignore   Fri, 2 Jan 2015, 9:57am PST   Share   Quote   Like   Dislike     Comment 139

Closed under $20/sh!

$19.72

zzyzzx   befriend   ignore   Mon, 23 Feb 2015, 12:29pm PST   Share   Quote   Like (1)   Dislike     Comment 140

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

jvolstad   befriend   ignore   Mon, 23 Feb 2015, 12:58pm PST   Share   Quote   Like (1)   Dislike     Comment 141

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   ignore   Mon, 23 Feb 2015, 1:26pm PST   Share   Quote   Like   Dislike     Comment 142

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

zzyzzx   befriend   ignore   Mon, 23 Feb 2015, 5:07pm PST   Share   Quote   Like (2)   Dislike     Comment 143

Blurtman says

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

It might help keep your toilet clean.

zzyzzx   befriend   ignore   Wed, 25 Feb 2015, 7:55am PST   Share   Quote   Like (1)   Dislike     Comment 144

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   ignore   Wed, 25 Feb 2015, 9:26am PST   Share   Quote   Like (2)   Dislike     Comment 145

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   ignore   Thu, 26 Feb 2015, 6:48am PST   Share   Quote   Like (1)   Dislike     Comment 146

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   ignore   Thu, 26 Feb 2015, 7:10am PST   Share   Quote   Like   Dislike     Comment 147

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   ignore   Thu, 26 Feb 2015, 8:52am PST   Share   Quote   Like (1)   Dislike     Comment 148

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   ignore   Thu, 26 Feb 2015, 10:45am PST   Share   Quote   Like (1)   Dislike     Comment 149

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   ignore   Thu, 26 Feb 2015, 6:29pm PST   Share   Quote   Like   Dislike     Comment 150

Patrick says

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   ignore   Wed, 6 May 2015, 9:03am PDT   Share   Quote   Like   Dislike     Comment 151

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

SodaStream Revenue Falls on Currency Headwinds, Low Demand

zzyzzx   befriend   ignore   Wed, 5 Aug 2015, 6:42am PDT   Share   Quote   Like   Dislike     Comment 152

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   ignore   Wed, 5 Aug 2015, 8:18am PDT   Share   Quote   Like (1)   Dislike     Comment 153

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

curious2   befriend   ignore   Wed, 5 Aug 2015, 10:26am PDT   Share   Quote   Like (1)   Dislike     Comment 154

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   ignore   Wed, 5 Aug 2015, 1:11pm PDT   Share   Quote   Like   Dislike     Comment 155

KgK one   befriend   ignore   Thu, 6 Aug 2015, 6:53am PDT   Share   Quote   Like (1)   Dislike     Comment 156

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   ignore   Thu, 6 Aug 2015, 6:57am PDT   Share   Quote   Like   Dislike     Comment 157

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   ignore   Wed, 12 Aug 2015, 6:49am PDT   Share   Quote   Like   Dislike     Comment 158

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

bgamall4   befriend   ignore   Wed, 12 Aug 2015, 8:01am PDT   Share   Quote   Like   Dislike     Comment 159

Soda is one of the companies targeted by BDS. It has severly hurt their bottom line. BDS, support for it, is growing in the world.

zzyzzx   befriend   ignore   Wed, 12 Aug 2015, 8:26am PDT   Share   Quote   Like   Dislike     Comment 160

What's BDS??

bgamall4   befriend   ignore   Wed, 12 Aug 2015, 8:30am PDT   Share   Quote   Like   Dislike     Comment 161

zzyzzx says

What's BDS??

Boycotts, Divestments and Sanctions. Israel is the new South Africa of the past. It is a fascist state that hates all Muslims and makes blacks with right of return into second class citizens. It also commits war crimes daily on Palestinian lands. That is why Soda Stream became the poster child for BDS, saying it was from Israel when the plant was located on Palestinian lands.

zzyzzx   befriend   ignore   Mon, 24 Aug 2015, 6:54am PDT   Share   Quote   Like   Dislike     Comment 162

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

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