Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Seth...so you post your track record on upgrades and downgrades similar to a real analyst? If not, I can assure you they have been absolutely wrong. I bought hand over fist in the 20's for GMCR when you absolutely said that SODA was the better investment at that time. http://seekingalpha.co... We had extensive back and forth and now you claim to have somehow been right? You live in your own reality and the multiple aliases you have created to spin you worthless subscription based newsletters. You can't even respond intelligently to CU DU about the price per liter of SODA vs. its competition. Be miserable Setherson.
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
CU DU...seth is a meaningless liar that will never address your claims. I have caught him in lies over the past few years and also confirmed his use of multiple aliases. He is a paid pumper for SODA and has a "Capital Ladders" website that he solicits subscriptions for a monthly fee. He tries to lure clients in with fictitious channel checks that would be illegal if they were actually true. He couldn't be more wrong on his calls over the past few years, but will make you think otherwise, despite every publishing his upgrade or downgrade history on any of the stocks he follows.
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
CU DU...do you hear crickets? Haha...plus you have to make the stuff. All this being said, who drinks tap water anyway. Are you going to make soda with it??? Factor in that cost as well. There is no value...only novelty and that's why this will eventually fail.
Any speculation on UCC expanding their Kuerig relationship past Japan, China, Taiwan, Korea, Singapore, Malaysia, Thailand, Indonesia, Philippines, and Vietnam. I mean why buy a single serve coffee company in Europe otherwise.
UCC is now one of the biggest private coffee companies in the world. COuld GMCR been in dealings with them to attack Europe together. Keurig with UCC and RIVO with Lavazza?
I think the installed base issue needs more insight and research by all of us. Einhorn clearly outlined this in his presentation. He thinks GMCR knowingly underestimates their "published" installed base numbers, to make the attachment rates higher and potential market look bigger than it is. They were asked about how they "estimated" the installed base on a conference call and they said that they use a phone survey. How accurate could that be? If you add up the total number of brewers sold and then assume they last for at least 2 years, then the numbers they are publishing look bogus. Einhorn also thinks that the big coffee drinkers came first and now each additional brewer will have a lower attachment rate. This next quarter will be very interesting. Blanford and Mcreary have been unloading since the end of Q1.
I can assure, the Keurig Soda maker is real and in the works at R&D. Look up the old Suss Microtech building. It is being developed by GMCR and not Keurig. Kelly had no idea before he arrived. That doesn't mean GMCR didn't bring him in for it though. Martin...Seth is ridiculous and will defend SODA until the day he dies. He know claims he has closed his position in SODA and owns GMCR in the low 40's. There is more than meets the eye with Seth and SODA. He may be part of their PR campaign.
Which Was The Bigger Winner In 2012, SodaStream Or Green Mountain Coffee Roasters? [View article]
Hey Seth...why not throw in the towel? You previous article came out on July 25th bashing GMCR when it was $17.90 per share. Soda was 41.33 per share. When you compare and then choose between two stocks, you have nothing to blame but yourself. You article should have been titled..."Don't spend your money on my analysis, invest in the opposite of what I say to."
This stock has the highest short ratio on the Nasdaq...hasn't disappointment already been priced in? Rivo is sold out at Bloomingdales. International expansion announced on the call? How about the carbonated platform patent filing? Inquiry was dismissed in an SEC letter but only published in the Seven Days newspaper based in Vermont. 150k brewers sold on QVC yesterday. Tomorrow should be interesting with such huge bets on both sides of this.
The SodaStream Rumors [View article]
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
Intra-Quarter Consumer Goods Stocks In Focus [View article]
Why Coffee Holding Co. Is Better Buy Than Green Mountain Coffee Roasters [View article]
JVA is a commodity that only makes money if it wins at roulette.
GMCR is a technology company with a portfolio of brands and partnerships.
Green Mountain Coffee Roasters 3.0 [View article]
http://www.keurig.co.jp
Green Mountain Coffee Roasters 3.0 [View article]
I am sure you know this already, but UCC bought United Coffee in Europe...
http://bit.ly/UDhSig
Any speculation on UCC expanding their Kuerig relationship past Japan, China, Taiwan, Korea, Singapore, Malaysia, Thailand, Indonesia, Philippines, and Vietnam. I mean why buy a single serve coffee company in Europe otherwise.
UCC is now one of the biggest private coffee companies in the world. COuld GMCR been in dealings with them to attack Europe together. Keurig with UCC and RIVO with Lavazza?
Green Mountain Coffee Roasters 3.0 [View article]
I think the installed base issue needs more insight and research by all of us. Einhorn clearly outlined this in his presentation. He thinks GMCR knowingly underestimates their "published" installed base numbers, to make the attachment rates higher and potential market look bigger than it is. They were asked about how they "estimated" the installed base on a conference call and they said that they use a phone survey. How accurate could that be? If you add up the total number of brewers sold and then assume they last for at least 2 years, then the numbers they are publishing look bogus. Einhorn also thinks that the big coffee drinkers came first and now each additional brewer will have a lower attachment rate. This next quarter will be very interesting. Blanford and Mcreary have been unloading since the end of Q1.
Green Mountain Coffee Roasters 3.0 [View article]
SodaStream And Stifel: Why They Got It Wrong [View article]
Which Was The Bigger Winner In 2012, SodaStream Or Green Mountain Coffee Roasters? [View article]
Why Green Mountain Will Disappoint [View article]