PatientCheetah Posted April 20, 2014 Share Posted April 20, 2014 http://seekingalpha.com/article/2133733-sodastreams-yonah-lloyd-participates-in-q-and-a-session-with-investors Sounds like they are still very much in a expansionary mood. Not sure what to make of it - blind confidence or rightful optimism. Link to comment Share on other sites More sharing options...
gfp Posted July 24, 2014 Share Posted July 24, 2014 http://www.bloomberg.com/news/2014-07-24/sodastream-said-in-talks-on-sale-with-investment-firm.html Link to comment Share on other sites More sharing options...
bmichaud Posted July 30, 2014 Share Posted July 30, 2014 Wonder what our long-lost friend Mr. Moorecapital has to say about this KO/PEP moat destroyer. In its 100+ year history I wonder if KO was ever at the point where it was at risk of getting bought out by Rockafeller's CSD brand of choice... Link to comment Share on other sites More sharing options...
Parsad Posted July 31, 2014 Share Posted July 31, 2014 Wonder what our long-lost friend Mr. Moorecapital has to say about this KO/PEP moat destroyer. In its 100+ year history I wonder if KO was ever at the point where it was at risk of getting bought out by Rockafeller's CSD brand of choice... No, but I have to say that Sodastream has done better than I expected, and if Moore held on, then he probably has done incredibly well. The thing with Coke or Pepsi is that they will always have the capacity to buy out the "next big thing" in the beverage market. No one is going to displace them...even if people decide sugar is toxic...they will just sell other beverages. It's the distribution system Coke and Pepsi own that is so powerful and valuable. People assumed that if Sodastream is in your house, then the distribution channel is disrupted, but then how come Starbucks coffee at home has never affected sales at Starbucks cafes? And what good is Sodastream if you are out camping and want a cold beverage? Cheers! Link to comment Share on other sites More sharing options...
stahleyp Posted July 31, 2014 Share Posted July 31, 2014 maybe I'm missing something, but how would have moore done well with this one? According to the data I see from June of 2012 to now, it's never traded lower than it has this month. The only way I see that moore would have done well if he didn't hold on. Link to comment Share on other sites More sharing options...
Parsad Posted July 31, 2014 Share Posted July 31, 2014 maybe I'm missing something, but how would have moore done well with this one? According to the data I see from June of 2012 to now, it's never traded lower than it has this month. The only way I see that moore would have done well if he didn't hold on. You're right Paul...I don't know what chart range I was looking at! If he sold a year ago, he'd be fine, but it's plummeted since. Cheers! Link to comment Share on other sites More sharing options...
PatientCheetah Posted July 31, 2014 Share Posted July 31, 2014 I think there has to be some truth to these buyout rumors. Our upside is probably capped now. If SODA just shuts down its US operation, the earnings and the multiple it could command would be much higher than where it is now. Link to comment Share on other sites More sharing options...
bmichaud Posted July 31, 2014 Share Posted July 31, 2014 I don't think two years is nearly enough time to judge how well a "disrupter", as Mario Cibelli would say, has done. Even if Moore did well, so what? He made an investment in a small cap company during the greatest easy money small cap rally in history!! KO and PEP could DESTROY these guys if they deemed necessary. It's like SBUX letting GMCR eat their lunch - not gunna happen - they just fold their brand into K-Cup form. Same thing with SODA - anyone who drinks cola is going to drink their brand, and KO just creates a SODA product to make in house. Regardless, the point stands that KO and PEP have never been in a position to go private due to performance erosion! Link to comment Share on other sites More sharing options...
bmichaud Posted July 31, 2014 Share Posted July 31, 2014 FT article that prompted my initial post. Link to comment Share on other sites More sharing options...
stahleyp Posted July 31, 2014 Share Posted July 31, 2014 maybe I'm missing something, but how would have moore done well with this one? According to the data I see from June of 2012 to now, it's never traded lower than it has this month. The only way I see that moore would have done well if he didn't hold on. You're right Paul...I don't know what chart range I was looking at! If he sold a year ago, he'd be fine, but it's plummeted since. Cheers! Well, it's good that I'm not crazy then! Err...at least not about the chart. :P Link to comment Share on other sites More sharing options...
bmichaud Posted October 7, 2014 Share Posted October 7, 2014 Buffett must be quaking in his KO boots... Link to comment Share on other sites More sharing options...
Eye4Valu Posted December 27, 2014 Share Posted December 27, 2014 SODA is near a 52 weak low. Tilson article claims his pain can be your gain. Anyone have any current commentary on this? Link to comment Share on other sites More sharing options...
PatientCheetah Posted December 27, 2014 Share Posted December 27, 2014 I got out at a loss. I would get back in again if they stop their growth and focus solely in Europe. Too many self inflicted pains and overly ambitious growth plan. Link to comment Share on other sites More sharing options...
Parsad Posted August 20, 2018 Share Posted August 20, 2018 Wonder what our long-lost friend Mr. Moorecapital has to say about this KO/PEP moat destroyer. In its 100+ year history I wonder if KO was ever at the point where it was at risk of getting bought out by Rockafeller's CSD brand of choice... No, but I have to say that Sodastream has done better than I expected, and if Moore held on, then he probably has done incredibly well. The thing with Coke or Pepsi is that they will always have the capacity to buy out the "next big thing" in the beverage market. No one is going to displace them...even if people decide sugar is toxic...they will just sell other beverages. It's the distribution system Coke and Pepsi own that is so powerful and valuable. People assumed that if Sodastream is in your house, then the distribution channel is disrupted, but then how come Starbucks coffee at home has never affected sales at Starbucks cafes? And what good is Sodastream if you are out camping and want a cold beverage? Cheers! Well, if any of you bought or held on, your reward came today...Pepsi buys out Sodastream for $3.2B or $144 per share! Congratulations! Cheers! https://finance.yahoo.com/news/pepsico-buy-israels-sodastream-3-065741609.html Link to comment Share on other sites More sharing options...
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