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Shares of Sodastream (SODA +0.5%) break higher with fresh chatter out that the company could be...

  • Thursday, September 13, 2012, 11:00 AM ET
    Shares of Sodastream (SODA +0.5%) break higher with fresh chatter out that the company could be a takeover candidate. Though Kraft, Coca-Cola and PepsiCo are routinely trotted out as the leading candidates to snap up the beverage machine maker, as a global target and with SODA's market cap still below the $1B mark the list of potential buyers is much longer with a sleeper or two included.
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This news story has 5 comments:

  • PRMW has competing product & just starting to get to stores-in some lowes stores and online-primowater.com-... some cola mix-was same as soda's. This would be better takeover than soda.
    13 Sep 2012, 11:13 AM Reply Like
  • PRMW is in Lowes, only offered in the US and is in a bad position financially.

    SODA is in:

    Williams Sonoma (CO2 Exchange)
    Kohls
    Bed Bath and Beyond (CO2 Exchange)
    Target (Starting CO2 Exchange)
    WalMart (CO2 Exchange)

    As well as dominant market share in Europe and inroads in Asia, Africa and South America

    The company has:

    0 debt
    Positive Cash Flow
    55%+ earnings growth
    40%+ revenue growth

    as well as a valuation that is 50% under their projected growth rates.

    I would expect any buyout to be in excess of $1.2B if not more.
    13 Sep 2012, 11:19 AM Reply Like
  • Were I management I would settle for nothing less than 70 a share, even then that is not much of a premium above their growth rates.

    The rumor must not have much weight behind it, volumes are still normal for the day.
    13 Sep 2012, 11:25 AM Reply Like
  • I was under the impression that PRIMO had recently discontinued their brew at home soda line and were concentrating on their home water supply business. So no competition there.
    13 Sep 2012, 11:35 AM Reply Like
  • They did discontinue the home carbonation business RVNO.
    14 Sep 2012, 07:49 AM Reply Like
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