: hier ein ausschnitt aus dem sec filings
The Company has 2 major customers that together account for 41% (24% and 17%, respectively) of accounts receivable at December 31, 2014, and 3 customers that together account for 39% (15%, 14% and 10%, respectively) of the total revenues earned for the nine-month period ended December 31, 2014.
The Company has 4 vendors that accounted for 64% (18%, 17%, 16% and 13%, respectively) of purchases for the nine-month period ended December 31, 2014.
die 2 customers sind meiner meinung nach WALMART und COSTCO
also wenn die mal die 20 tausend stores in usa erreicht haben,deren ziel ist es bis anfang 2016,lege ich keinen zweifel daran,dass sie auch in den europäischen markt einsteigen werden. wenn mineralwasser nur ein ph von 5 - 5,5 hat,und alkalisches zwischen 7 und 9 ph hat,dann wird der umstieg sicher nicht schwer sein,vorallem sportler werden sicher sehr interessiert sein.die frage ist nur wie der preis der flaschen sein wird.
I recently covered WTER in my article titled "The Alkaline Water Company: An Ugly Stock With Possible Large Upside Potential". In this article I wrote that WTER has all the markings of a typical penny stock, with possible promotion, low liquidity, dilution and losses. But at the same time, it also seems to have a really promising product (Alkaline88 water) that's growing by leaps and bounds. So while the stock is ugly, it might actually present an interesting opportunity if WTER turns into a legitimate growth company.
What was new here? In my view, two things. One is that after seeing no visibility, WTER seemed to get a bit more media attention as of late, including an article which got divulged by Yahoo Finance titled "This Company is at the Forefront of U.S. Beverage Markets Generational Shift and Growing at Triple Digits" (I wonder if this was motivated by some IR firm, though).
On top of this, there was something else which was more private to our Seeking Alpha readers. In the comment section of my previous article, we got several testimonials of commenters checking the product in stores, and getting confirmation of it selling well. And among these, I would like to particularly highlight Retired Aviator's comment, which went as follows:
BTW I did some DD on WaterFan's info here. I found the Sprouts chain's website and phoned 2 locations in greater Phoenix. Both locations said that Alkaline88 is a good seller but one said it wasn't the best selling bottled water. Still good though.
One of the grocery managers told me that particular location sells about 10 cases of Alkaline88 per day (40 1 gallon bottles). Price is $4.49/gal but on sale right now for $3.50. Roughly $160 in daily store revenue at retail equals perhaps $100 wholesale per day or $12,000 in WTER revenue quarterly per store. At $10M annual run rate that would be somewhere in the vicinity of 200 stores selling on average as much as that Phoenix location does. So I do see a whole lot of growth potential from 200 or so stores. Plus if it sells in Phoenix I think California would do even better.
This straight from 2 retailers report makes the sales growth reported seem plausible. It was good enough for me to buy WTER shares today for the first time.
I am also less leary of the dilution from warrants than the author as warrant exercise does contribute cash to the company for shareholders' benefit. Good luck to all.
This for me was significant confirmation - it gave me and possibly other people added confidence that the product is selling well. I attribute particular credibility to Retired Aviator's testimony because he's a long-standing contributor and commenter in Seeking Alpha. The comments from someone that just created a Seeking Alpha account need to be taken with a grain of salt as they might either be honest or have hidden motives, but not so with Retired Aviator's.
So what we had here was a comment from someone we know to be a long standing, credible, reasonable and logical participant. Forcibly we had to give it a great weight. Hence, that's the reason why I had to include this comment in this article. With WTER stock, the main problem is one of trust, and this "boots in the ground" research gave us more of what we needed the most in these…
Vllt schaffen es endlich die woche noche noch die 10 cent hürde zu erklimmen.diese seitwertsbewegung könnte ein anzeichen für nen up geben.einfach gespannt sein und warten,freu mich jedenfalls auf den 10K.