1 Earnings Review And 3 Earnings Previews [View article]
With regards to Zynga, I think you forgot to mention that they were not including, in their guidance for Q2, any revenue from new games such as Draw Something 2 which they released today. So yes while on the outside it looks like a dismal guidance, you have to take into account that it's not including what will likely be a blockbuster revenue generator for them. Just take a look at how well it's already doing after only a few hours of being released.
3 Main Reasons Why Zynga Will Soar This Year [View article]
Just to add to my point about upcoming games from Zynga. Zynga just launched, today, another mobile game worldwide called War of the Fallen. That's on top of the other two announced this week Eden to Green and Battlestone.
3 Main Reasons Why Zynga Will Soar This Year [View article]
Just to update my third reason, UK's channel 4 just announced today a Draw Something game show being produced in the UK, in addition to the CBS one being produced in the States
Zynga And Workday In Parallel Lives? [View article]
The same way that he's written a bunch of articles on Zynga in the last few months (i,e after it already collapsed and was bouncing back up), saying not to buy it. It's up over 50% since his article in Dec.
3 Main Reasons Why Zynga Will Soar This Year [View article]
As reported today in India.
“I told the Board that I want to take $1 towards my salary this year because I am an owner of the company and I believe in its future. I want to make that really clear to the shareholders and the employees because they invest their money and energy for building this company,” Pincus told Business Standard.
I don't know about you but I'd say that exudes confidence. As far as the split goes, I would much rather see more shares being bought back then to see a reverse split. And as for the earnings in April, I don't know what the Q1 numbers will be, but regardless I'm more interested in hearing about the forecast and their direction.
Zynga And Workday In Parallel Lives? [View article]
Fair enough, but my question is if she was so distraught about the sell-off why did she stay working for the company for another 6 weeks or so? I mean if she was livid at how her and her fellow employees were being treated with the ban why not quit or at the very least give the customary 2 weeks notice? Surely the 190 grand would have been a nice cushion while she looked for employment elsewhere. But that's just my two cents on the lawsuit matter that you brought up in your article about WDAY
Zynga And Workday In Parallel Lives? [View article]
As far as the Zynga lawsuit goes. Once the ban was lifted, she could have easily sold her shares for a hefty 70% profit, but instead she chose to hold on to them. So she didn't lose money on the ban, she lost out on making a much bigger profit. Would she have had a case then? Does she have a case now?
3 Main Reasons Why Zynga Will Soar This Year [View article]
haleiwahu I'll answer your questions in the paragraph order they were asked:
1)Their huge reach of potential RMG players would be their current customers, the 300 million play money players you just mentioned. Would you not consider them to be a captive audience, perfect to advertise their real money gaming platforms? The definition of potential is possibility not guaranteed. You obviously don't play or have never played on a real money gambling platform so just to let you know many online gamblers/poker players play on more than one site, so no one is expecting them to get up and leave the sites that they're comfortable with. People test out other sites all the time, especially if the sign up bonuses seem lucrative (for the UK launch Zynga is offering two bonuses one is an instant bonus of £15, and the second is a 100% first deposit bonus accumulated after earning a set amount of points) and if they like it they'll stick around.
2) as reported by Zynga their FY12 online game revenue was $1.14B, and advertising revenue was $137M
3) I understand the hurdles and headwinds that Zynga has faced as well as the management issues - and I understand the fact that Zynga's stock on the whole has been battered as a result - but I am basing the upside potential from today's stock price not last years when it was $10-15 a share. But yes I believe that they can turn things around especially with John Doerr stepping in to keep an eye on his and Kleiner's investment, Zynga has already set forth on cost cutting measures, such as shuttering unprofitable offices and unfortunately laying off 5% of their employees, so I believe that profitability is easily attainable. And yes I do believe that this new team will be on board and ready to make profits for the company as their bonuses are now performance based. And I believe that Pincus refusing a salary and any bonuses until the company gets turned around is an excellent sign for investor confidence as well.
3 Main Reasons Why Zynga Will Soar This Year [View article]
How many of those companies are also sitting on $1.5B in cash with miniscule debt? Yes Zynga's market cap is double the amount of cash they have on hand. As for the cash of the two companies that you mentioned, EIHDF has $81M, and PYGMF has $198M. Not to mention that Zynga has a huge reach of potential RMG players. And as I said in the article they plan on expanding beyond the UK and into mobile as well, not to mention that the RMG is just one of the three reasons for upside potential that I stated. Now if you look at my second reason you'll see that Zynga Slots almost tripled the user base last week, is it just a coincidence that it tripled the very week that Zynga's RMG platforms launched as well - I interpret it as people checking it out to see if they'd be interested in playing the real money version once it actually launches worldwide. You're basing your entire argument on just the RMG part - and ignoring the other parts that I mentioned as well - those are also revenue drivers as well. So you can't just compare ZNGA's market cap to other online casinos/poker rooms - as Zynga has a lot more on their plate than just gambling. ZNGA is just getting started in the RMG industry, their bread and butter is still in games and ad revenue - and seeing as they produced the top three fastest growing apps on FB is definitely a good sign of a huge upside potential.
China Automotive Systems' CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
Why wasn't the Q&A portion transcribed? There were several questions asked and answered that were very informative and reassuring for shareholders. If anyone would like to hear it I suggest you call the toll free number and listed to the CC. There's about 10-15 minutes of Q&A at the end.
China Automotive Systems' Recent Surge Is The Start Of Good Things To Come [View article]
Thanks Bulls on Parade. Not to mention their latest financials FY11 as well as their FY12 guidance beat analysts' expectations (March 9th). Also they've recorded a profit every quarter for the past two years. So aside from the market panicking on rumors or shorting tactics it doesn't make sense for CAAS to be trading so low.
1 Earnings Review And 3 Earnings Previews [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
Zynga And Workday In Parallel Lives? [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
“I told the Board that I want to take $1 towards my salary this year because I am an owner of the company and I believe in its future. I want to make that really clear to the shareholders and the employees because they invest their money and energy for building this company,” Pincus told Business Standard.
I don't know about you but I'd say that exudes confidence. As far as the split goes, I would much rather see more shares being bought back then to see a reverse split. And as for the earnings in April, I don't know what the Q1 numbers will be, but regardless I'm more interested in hearing about the forecast and their direction.
Zynga And Workday In Parallel Lives? [View article]
Zynga And Workday In Parallel Lives? [View article]
3 Main Reasons Why Zynga Will Soar This Year [View article]
1)Their huge reach of potential RMG players would be their current customers, the 300 million play money players you just mentioned. Would you not consider them to be a captive audience, perfect to advertise their real money gaming platforms? The definition of potential is possibility not guaranteed. You obviously don't play or have never played on a real money gambling platform so just to let you know many online gamblers/poker players play on more than one site, so no one is expecting them to get up and leave the sites that they're comfortable with. People test out other sites all the time, especially if the sign up bonuses seem lucrative (for the UK launch Zynga is offering two bonuses one is an instant bonus of £15, and the second is a 100% first deposit bonus accumulated after earning a set amount of points) and if they like it they'll stick around.
2) as reported by Zynga their FY12 online game revenue was $1.14B, and advertising revenue was $137M
3) I understand the hurdles and headwinds that Zynga has faced as well as the management issues - and I understand the fact that Zynga's stock on the whole has been battered as a result - but I am basing the upside potential from today's stock price not last years when it was $10-15 a share. But yes I believe that they can turn things around especially with John Doerr stepping in to keep an eye on his and Kleiner's investment, Zynga has already set forth on cost cutting measures, such as shuttering unprofitable offices and unfortunately laying off 5% of their employees, so I believe that profitability is easily attainable. And yes I do believe that this new team will be on board and ready to make profits for the company as their bonuses are now performance based. And I believe that Pincus refusing a salary and any bonuses until the company gets turned around is an excellent sign for investor confidence as well.
3 Main Reasons Why Zynga Will Soar This Year [View article]
just a coincidence that it tripled the very week that Zynga's RMG platforms launched as well - I interpret it as people checking it out to see if they'd be interested in playing the real money version once it actually launches worldwide. You're basing your entire argument on just the RMG part - and ignoring the other parts that I mentioned as well - those are also revenue drivers as well. So you can't just compare ZNGA's market cap to other online casinos/poker rooms - as Zynga has a lot more on their plate than just gambling. ZNGA is just getting started in the RMG industry, their bread and butter is still in games and ad revenue - and seeing as they produced the top three fastest growing apps on FB is definitely a good sign of a huge upside potential.
China Automotive Systems' CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
China Automotive Systems' Recent Surge Is The Start Of Good Things To Come [View article]