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STRAVOS33

STRAVOS33
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  • Heard on SodaStream's (SODA -3.8%) earnings call: 1) The mix between consumables and soda makers should remain roughly the same, indicating margins due to mix should remain roughly level. 2) Household penetration in the U.S. close to 0.9%. 3) Refrigerators with SodaStream-capability embedded will migrate from high-end machines to mass market products over time. 4) Gross margins will continue to feel pressure due to external sub-contracting this year. 5) Execs say they saw a lift from the Super Bowl ad which could impact Q1 results and beyond. (webcast[View news story]
    Does anyone know if Samsung is going to license their refrigerator dispensing system for Soft Drink Syrup. Please advise.
    Feb 22 12:58 PM | Likes Like |Link to Comment
  • SodaStream (SODA) strikes a deal with Australia's Breville Group Limited to expand the home carbonation category with a new soda maker available for retail markets in 2013.  [View news story]
    Has Soda Stream looked into the feasibility of installing a carbonator on top of refrigerators and hook up directly through refrigerator. There is a patent on this. Suggest they check this out.
    Jun 4 11:34 AM | Likes Like |Link to Comment
  • A a report emerges that Spotify plans to directly compete with Pandora (P -1.1%), Microsoft (MSFT) is said to be working on a music service that would compete with Spotify's existing offerings. The service, code-named Woodstock, would be a replacement for Zune, which Microsoft is phasing out, and would feature Xbox and mobile app support. About a dozen other companies also want in (I, II, III) on this market.  [View news story]
    No stopping for MSFT now and in the future.
    Apr 26 06:45 PM | Likes Like |Link to Comment
  • Forget Coca-Cola, Buy This Stock Instead [View article]
    The company needs to push the statistics of how much bauxite mining is cut out by not needing cans for packaging. Also the savings on Transportation of soft drink products to stores. Also the savings to our road infrastructre by reducing truck traffic on the roads. More savings go on and on. Let the public know.
    Apr 15 03:27 PM | 1 Like Like |Link to Comment
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