My father has shares of CSCX. He bought them in 2010 but i can’t find the share on http://www.google.com/finance
He bought them in late 2010.
Since then, he never held his shares.
CSCX seems to have disappear…

Someone knows why ??
Thank you !

Christophe

You will note that after SODA’s stock dropped sharply to the $30s in August 2010, short interest did not decline, as would be expected, but instead has more than doubled from 3M short to around 6-7M short, or 50% of float. I haven’t had the time to examine SODA’s latest filings in detail (I will probably do it if SODA ever trades above $45 again), but I suspect that the numbers there will show that the European conversion rate has begun to decline, to the extent that the bears now find SODA a good short even in the mid 30s. In the last 2 years, SODA has managed to fund is cash-consuming expansion via share sales. This has likely come to an end, and in the near future, SODA will face a “show me the money” moment and have to dramatically slow its expansion and start converting its machine sales into cash flow. And then we will see the true rate of conversion. If SODA is relying on environmentalism breaking out in America for a high conversion rate, I think its in trouble.

My wife is German and she immigrated to the US about 15 years ago. She loves sparkling water and we used to buy it at the store but she gave it up because of the environmental impact. She was thrilled to get a sodastream and uses it almost daily. She’s also happy to buy the refurbished gas cartridges at $15/per from Bed Bath and Beyond. We don’t buy any of the syrup, but I anticipate we’ll be buying cartridges for some time. Haven’t looked closely enough to see how much the valuation depends on syrup vs gas refills, but I just wanted to point out that part of this market is not fad, nor is it especially price sensitive because for people like my wife, the ecological impact trumps the cost factor every time.

Where did you get the information on number of installed AEDs for Philips and CSCX?

Thank You,

Kyle

I mean that some people buy DVDs just to be able to say that movie X is in their collection, and do not actually watch the movie, or watch it once or twice. To reap the same kinds of margins as DVDs from a pay-per-view model, Dreamworks would have to charge around $10 per view, which is a highly unlikely price point. I don’t think that Internet access will lead to a sudden burst of movie-watching; I think that people are generally too busy to consume much more movies than they currently do.

As regards the Paramount-Dreamworks split, based on news reports, it seems that Paramount wants to set up its own animation studio, as the animation niche has become a Disney-Dreamworks duopoly with the acquisition of Pixar by Disney. I think this is a smart move on Paramount’s part to regain market power. I think that chances that Paramount would get back with Dreamworks are remote, but all is not lost for Dreamworks, as there are after all other distributors available.

valuegeek

while a large number of people may buy a DVD on the possibility that they may one day view the movie, in practice a far smaller number of people actually view the movie.

Are you saying people are buying DVDs and forgetting to watch them, or they are giving them as gifts? With the ease of internet streaming might there be more demand for content because it is easier to watch? (clicking a button instead of driving to the store)

Thanks again, hcv