Seeking Alpha


Send Message
View as an RSS Feed
View omegabonobo's Comments BY TICKER:

Latest  |  Highest rated
  • Glu Mobile: Turn Disappointment Into Opportunity [View article]
    Played it, no issue at all, loading time quite okay if you don't have a too old tablet/phone. I have no doubt the game will be released on December 17th. It will not be glitch free as very few games are, but it will run ok. Whether it will be a hit or not, let's see, I'm hoping DeMasi is counting on something else than just KP fanbase and a buzz effect, but after this earnings I'm starting to doubt he is...
    Nov 13, 2015. 03:00 AM | 1 Like Like |Link to Comment
  • Glu Mobile: Turn Disappointment Into Opportunity [View article]
    cause they wouldn't divulge it anyways :) Game is not out for another 9 months..
    Nov 12, 2015. 01:18 PM | Likes Like |Link to Comment
  • Glu Mobile beats by $0.06, beats on revenue [View news story]
    This revenue is wrong. Q3 is 64.4 which is a beat...
    Q4 down by a LOT. As usual DeMasi is going extra conservative which kills current shareholders.. Ill have to hold on longer than expected. KPP can't come too early..
    Nov 5, 2015. 04:28 PM | 3 Likes Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    it's the lowered guidance that will guide the stock down, 50M announced. To be expected. Gonna wait and sleep for another 6 months on this one.. space is getting very competitive in terms of download.
    Nov 5, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • Activision Blizzard to acquire King Digital for $5.9B [View news story]
    surely hope not, at current valuation I wouldn't want to sell my shares
    Nov 3, 2015. 05:25 AM | 1 Like Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    Anyone believes it could be linked to ATVI buying KING ? Does it mean that the space is consolidating and GLUU is struggling to get its part of the cake ?
    Nov 3, 2015. 03:18 AM | Likes Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    Well, the problem is that EW4 seems to not be hitting anywhere, and we have no actual news of anything with Tencent happening. Is EW4 a big hit on Tencent play store ? anyone from China could let us know ?
    I think some information on the comments above are biaised. I follow Glu for around 3 years, and I have been a very active gamer in the past. The last few games results are disappointing, for several reasons. Glu have to improve games year after year, franchising is not enough.
    I was expecting more, but I am not reducing my share count given it's so low on the RR chart and there are so many catalysts.. I don't day trade.

    my biggest worry is that they do not maintain their guidance and guide lower, that could hit the stock - even priced as it is, due to market overreaction. If they keep their guidance, then I'm confident.
    Also, I expect a big announcement, i.e. regarding Tencent or regarding the timing of the next celeb game.

    KPP can be huge, but Jenner, Spears and Minaj have also a lot of potential.. Let's see if they deliver these on time.. KPP in 2-3 weeks I guess, Jenner for xmas and Minaj+ Spears hopefully in Q1 still.

    Capturing China, Japan and Korean market is not as easy as many think - and when they said EW4 was tuned specifically for Asia...well, I think they are quite far from it still.
    Oct 31, 2015. 05:19 AM | 2 Likes Like |Link to Comment
  • 3 Video Game Plays For This Holiday Season [View article]
    Completely possible. As you advance through the game, videos of her talking to you are popping up. I did not play long though, but technically it is absolutely possible that she would release special content to her fans through the game.
    Oct 28, 2015. 12:00 PM | Likes Like |Link to Comment
  • 3 Video Game Plays For This Holiday Season [View article]
    Right stock, wrong reasons I would say... but then again I assume a bot wrote most of this article!
    Next KK:H/Racing Rivals.. ? No. KKH continues, KPP comes, Jenner comes.
    Oct 28, 2015. 04:44 AM | Likes Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    I find it very well tuned and the paywall isn't hitting early at least I played 30 minutes without having to pay, but still ended up paying 5$ for the starters pack.

    It's not going to be much better in terms of gaming than Contract Killer : Sniper, let's be honest. But CK:S was making strong grossing with not so many downloads. The hope is here than with Jason Statham advertising it, game will get more downloads, and logically, more grossing. It's well thought, even if it's not gonna make it a top 5 games, it could get to top 30 with that kind of thinking applied.
    Oct 23, 2015. 02:29 AM | 2 Likes Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    I thought by character you were talking about... well, characters. Now I get it, you meant elements from RR.
    I'm sure where it is developped does not have the biggest impact, and a lot of people who worked on KKH are working on KPP. Games are very similar, click-click-click, but KP's world is really strong in there and it's quite fun. It's only developed for a year or so - you should not expect much different than a KKH but in KP's world, with a few added featrure and improvement.

    There is social competitive elements, and you can connect your facebook friends in the game, though what that gives and if you can compare /interact with them in the game I am not sure. I can only assume they will use these social competitive elements to win things / interact with KP real life.

    If you sell your stock on this Sf168, I'll happily pick your actions at this level - because with Katy's massive audience, it's gonna get to many many people who never played KKH. And like a lot of people I believe this is just a first step. They did not add their last board member for no reason. Hoping for more artistic than clicking and more interactivity soon.
    Oct 21, 2015. 03:58 AM | Likes Like |Link to Comment
  • King Digital's Strong September Net Sales Suggest It Has More Upside [View article]
    This all seems very past driven instead of looking into the future. What is King management promising in growth per year ?

    I was just looking at your numbers for Glu and they seem quite off, so I checked it against the latest Glu presentations, in 3 minutes.. revenue 280M (ttm), ebitda 35M (ttm) vs 260/12 in your example. I felt your article made Glu look in a worse shape than what they are - a profitable company with no debts, 200M cash and 20% projected growth over the next 5 years.

    Really not keen on using P/E as a measure for growth technology stocks either. It does not mean much when EPS is so low and the company is now turning profitable and growing fast. I took 5 minutes and looked at the number and I get an EPS of 0.27 and a P/E of 16 vs yours of 68. And my guess is if you wait the next quarter call it's going to be a lot different.

    I'd rather Glu delivers 15 games+ per year in diversified genre with a massive growth than they focus on their profitability right now, and that won't show in P/E comparison.
    Oct 20, 2015. 08:43 AM | 1 Like Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    what do you mean RR character ? if you're talking about Racing Rivals, I want to know what you are smoking. It has literally nothing to do with it. Combining successful games has never been a thing, even less two completely different genres...
    Sometimes I read thing and I wonder what is the topic. Please do not invest in the company if you think they are going to link Katy Perry to Racing Rivals to make it a homerun...

    Katy Perry is RPG storyline based on the Stardom engine, just like KKH. I have not had time to play much but so far it's exactly the same type of click action and the goal is to become the #1 singer with the #1 song (and soon bands will be added apparently), with the usual energy system that Glu uses. Whether there is more to it, I will see in the coming week. The KP print is strong in there that's for sure, incl. videos of her, her universe (Lefty the dancing shark etc.), vivid colors. Have not played KKH more than 10 minutes so I cannot draw some serious comparisons so far - but clearly you can see that some work has been put into this game.

    Loading time is not an issue with a recent device (one year old Sony tablet), but I can imagine that people with less processing speed will wait some. Video gamers know that video games helps driving the consumption high :)
    Oct 20, 2015. 05:27 AM | 2 Likes Like |Link to Comment
  • Glu Mobile: What To Expect At Earnings [View article]
    It's only out as beta version in Brazil and NZ as of now apparently - not the worldwide release, which will obviously be out with full PR and KP twitting about it.
    It seems to be more than a story line RPG, including some possibilities to record tracks etc.
    Oct 19, 2015. 08:41 AM | Likes Like |Link to Comment
  • Glu Mobile: Setting Up For A Strong Finish [View article]
    I am long Glu and heavily invested as I believe in their strategy.
    I am disappointed in DH16 and EW4 advertising coverage. Games appear to have been released with still quite some bugs and the teams are too stretched to do good with the public.
    Focus is too much on the celebrity. That's for the negative part.

    On the positive part, the Jenner game coming out is set for a massive success, given the crazy audience the two girls have. It might cannibalize KK:H a bit, let's be honest.
    I also believe DH16 and EW4 have still their words to say, even with the slow start. Glu might be holding on a bit for the big PR etc., for the game to be more stable. They needed the games out for investors.

    Do not expect anything from the Bond game this year. It's no good at all and Glu knows it, they release it now and intend on capitalize knowledge and enhance it further. This will not drive any revenue, but at least it's a new genre for Glu, that means a new engine being developed etc., which is good.
    Oct 2, 2015. 03:08 AM | 3 Likes Like |Link to Comment