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Bill Maurer  

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  • SodaStream Troubles Worse Than Previously Thought [View article]
    No, because if Pepsi buys them for just a couple of bucks, you've lost a ton of money on any shares you bought at $17 and higher.
    Mar 2, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    What is Pepsi waiting for? Probably for SodaStream shares to drop another 75% so they can get them even cheaper.
    Mar 1, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Screaming buy from $17 to $5? That sounds like a sure fire way to lose a lot of money.
    Mar 1, 2015. 09:36 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    You do realize that this company has been around for decades, right? It's not like the business just started a few years ago.

    This was a company (and management team) that thought $1 billion in revenues was possible in 2016. Current estimates don't even call for half of that.

    You won't see a SodaStream machine in every grocery store in the US, because they don't have the production or distribution system to do that. Keurig is a multi-billion dollar operation and has several large partners ready to help it out.
    Mar 1, 2015. 09:35 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Oh, I read through it. But I would have rather seen a much more healthy top line number with a hit to gross margins than what happened here.

    Remember, a huge hit to starter kits in Q4 means less recurring sales of flavors and CO2 going forward.

    The 2014 holiday period was SodaStream's chance to really plant a seed for future growth, with the Keurig system coming out later this year. SodaStream did not do what it needed to, and that's why estimates continue to plunge.
    Mar 1, 2015. 09:29 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    The key difference though is GMCR had billions in revenue and a huge buyback plan in place that was scaring away the shorts. Stock went higher as the shorts covered. SODA has gone lower with the shorts covering.
    Feb 28, 2015. 06:34 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Perhaps at that store. I've seen a couple of stores where they aren't selling well.

    Remember, SodaStream wanted to expand into tens of thousands of US drug and grocery stores in 2014, part of its plan to get to a billion in sales in a couple of years. The company is a long way off.
    Feb 28, 2015. 03:48 PM | 2 Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Machine sales generally rise sequentially into the holiday period. But the year over year numbers on starter kits were awful.
    Feb 28, 2015. 02:48 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    I just can't buy a stock when management is so unsure of themselves.
    Feb 28, 2015. 02:47 PM | 1 Like Like |Link to Comment
  • 3D Systems Needs To Do Better [View article]
    Was only up 4 cents when the day ended. Q4 results were terrible, and we'll see as the year progresses if the company's guidance was just to satisfy the street at this time.
    Feb 28, 2015. 11:46 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    You are obviously insulting me, and it is obvious that you don't know a lot about SodaStream. If you didn't learn anything, then you must know everything about the company, and have been shorting it since it was at $80, right?

    I know plenty about business, and SodaStream's is not working. Anyone who thinks it is clearly has no clue. Businesses that are working don't post substantial revenue declines for no reasons. Why did nobody come in any buy this company out at $100, $80, $60, $40, etc. Why did Coca-Cola partner with Green Mountain and not SodaStream? Why did Dr. Pepper Snapple join with Green Mountain?

    An economist would say something like lower unemployment and lower energy prices would drive consumer discretionary spending in the US, of which SodaStream would benefit. But the company didn't benefit. If the business is so great, why are they revisiting their whole business model and basically starting over?
    Feb 27, 2015. 11:39 PM | 1 Like Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    I can remember the day where shares were at like $92 in pre-market cause the rumor was that Pepsi was buying them out for $100. Then Pepsi said no, the stock backed off, and I warned investors about the bubble that had formed. It soon burst, and the stock has just headed south since.

    It was a good story and the product is decent, it just never took off.
    Feb 27, 2015. 04:46 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Yeah, I thought things might be in trouble when my local Wal-Mart, which is one of the top stores in terms of total sales - SodaStream products were like hidden in a place where you wouldn't expect them.
    Feb 27, 2015. 03:56 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    I read through the whole growth presentation months ago. Since then, results have only worsened, currencies have worsened, we've gotten closer to the Cold launch, and now they are leaving some Wal-Mart locations. Plus, they had a decent size positive cash balance last year, now they don't.
    Feb 27, 2015. 03:42 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Valuation - hard to value a company that doesn't even know what it will do in the year.

    It is not a US company, and the dollar is getting even stronger the past few days.

    GM bps to expand by 200 basis points is meaningless if revenues are still declining by 5%, 10%, or more.

    Balance sheet also isn't that great, with a net negative cash position.
    Feb 27, 2015. 03:31 PM | 1 Like Like |Link to Comment
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