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  • Will Westport Acquire Fuel Systems? [View article]
    I've seen first hand a massive surge in construction of CNG stations for fleets in the midwest, from Yellow Cab to Waste Management to Concrete Companies. These stations operate as private/public which means the infrastructure for CNG is starting to take shape. I've also seen interest from individual gas station owners adding CNG pumps. Right now the frontrunner, atleast in the Chicago market, is GE's "CNG in a box", but FSYS has an almost identical product. There would certainly be room for both in the US if CNG trends continue like they are. Right now, I think any company tied to CNG is poised to profit over 2013,14 and on.
    Mar 28, 2013. 10:28 AM | Likes Like |Link to Comment
  • Majesco Entertainment Is About To Go Mobile [View article]
    Yes, Cooking Mama was developed by Office Create, Zumba fitness was developed by Zoe Mode, and Mini Putt Park is the first title being developed by Majesco by the team they acquired with Quick Hit Football.
    Apr 12, 2012. 02:53 PM | Likes Like |Link to Comment
  • Majesco Entertainment Is About To Go Mobile [View article]
    I think you've got the right idea, but this article is full of inaccuracies. First, Majesco has not historically been a game developer, rather they are a game licensor and publisher. Not until last year have they entered the development realm. Second, Mini Putt Park hasn't launched yet. You say "realeased in March 2011" when it was merely announced in March. It seems to be taking them a while to get this thing running. Lastly, why would they hire a hot shot developer when they acquired an entire team of game developers with their acquisition of the Quick Hit football last year? That was the whole point of the acquisition... Sloppy work R.J.
    Apr 12, 2012. 02:29 PM | Likes Like |Link to Comment
  • Don't Count Out Majesco Entertainment [View article]
    I think we are going to see a short term broader market pull back and along with that COOL, that is all.
    Jan 24, 2012. 09:02 PM | Likes Like |Link to Comment
  • Don't Count Out Majesco Entertainment [View article]
    Here's where you should be concerned:
    1. Zumba is a program geared towards women aged 20-50+. A huge demographic that doesn't own an Xbox. Yes, Zumba 1 for Xbox sold 1M+ copies, but I believe the marketing and development costs for Zumba Rush are twice if not more than Zumba 1. For this game to be a success and profitable it's going to have to sell more than a million.
    2. "unlike any traditional sports video game" - that sentence makes me cringe. How many times did we hear that or similar with Hulk Hogan's Main Event - Yikes! We all know what happened there.
    3. Huge development costs for tbd social and mobile titles in 2012 and not an ounce of revenue from them in 2012 and possibly ever.

    One thing I did like from the conference call is there agreement to a modified distribution agreement in Europe in conjunction with 505 games as opposed to the royalty revenue structure previously in place. That should bode well for the top line with any success of Zumba Rush.

    For Majesco to continue to grow they need to diversify there offerings, and from an investors prospective they are only taking two shots at it in 2012; NBA & social/mobile - Harley is another Jillian and not nearly as popular nationwide. My last comment: wait for a market pull back before scooping up any shares if you believe in Majesco.
    Jan 24, 2012. 03:10 PM | Likes Like |Link to Comment
  • Zumba 2 Reignites Majesco's Holiday Sales [View article]
    Mark,

    Have you been able to figure out what the royalty revenue on a per game basis is for Zumba 1 with 505 Games? I'm thinking it is near $5/game but it's hard to tell. Anyway, since Zumba 1 has been really strong in Europe over the holiday selling months and the game has been around for over a year, all development costs should have been expensed and any continuing royalty revenue would be pure profit. Is this a fair assumption?

    Royalty revenue in Q3 was $2.5M. Q4 will probably be slightly up from Q3. BUT, I was thinking that we could see $7-10M in Royalty Rev in Q1 which would flow directly to the bottom line. Thoughts?
    Dec 23, 2011. 02:51 PM | Likes Like |Link to Comment
  • Zumba Fitness Craze Makes Majesco Entertainment Stock Look Undervalued [View article]
    Zumba is a huge success and Zumba 2 shows some promise with presale figures around 50k and sales to continue in that range for the next several weeks. The problem is the rest of the catalogue of games. Hulk has sold a pathetic 15,000 copies through 5 weeks, Twister 3,000 through 4 weeks, The Hidden 12,000 through 6 weeks to name a few. When it's all said and done, the cost to develop these games will be more than revenue generated by them. Majesco will soon realize it would have been better to just release Zumba and related games. On a positive note, Cooking Mama 4 is poised to have a good open for a DS title - presale figures similar to Zumba 2.

    That being said, it's tough to buy into a company that has 1-2 successes and 50 failures.
    Nov 17, 2011. 01:00 PM | 1 Like Like |Link to Comment
  • Crocs Blows Up, Is Deckers Next? [View article]
    I think it's safe to stop calling Uggs a fad as they've been popular in the US for 5, 7 years? I've been calling them a fad for the past 5 years and have gotten burned pretty good. I also think that Deck's other lines have gained popularity over the past couple of years and will continue to offset declines in Ugg revenue going forward - should that be the case. I've only lightly followed this company so these are more or less general observations than hard fact, but I have a tough time beliving there is going to be a fallout in the PPS.
    Oct 18, 2011. 09:51 AM | 1 Like Like |Link to Comment
  • Why Netflix Is Smarter Than Its Customers [View article]
    It's interesting that you mention Apple, Amazon and Google as market leaders because they innovate relentlessly. Wouldn't it be a novel idea for one of these market leaders with billions in cash on hand to enter the streaming media business? And some already have. They will push Netflix into AOL territory with way more leverage to negotiate with the studios and production companies to get a legitmate library of streaming media. The barriers to entry are very low here. My bold prediction is that this is the beginning of a drawn out winding down for Netflix.

    Disclosure: I cancelled my Netflix (and Qwikster) subscription yesterday.
    Sep 20, 2011. 02:38 PM | 1 Like Like |Link to Comment
  • OCC's Enforcement Action May Confirm a Bottom for Lender Processing Services [View article]
    Here's the problem. The scrutiny caused by these OCC charges will change how LPS does business; Similar to whats happening in the Banking industry driven by new regulation. Fees, penalties, hiring third party consultants for process reviews and ongoing arbitration will ultimately cause a huge shift in the way LPS operates. Erroded profits and the naging risk of legal action will likely be enough to discourage large investors away from LPS. I don't see a bottom for this stock anytime soon because the onging issues aren't simple or measurable.
    Apr 14, 2011. 02:15 PM | 2 Likes Like |Link to Comment
  • Just One Stock: The Biopharma Veteran Facing a Landmark Stem Cell Trial [View article]
    If GERN is MSFT then ACTC must be AAPL, right?
    Feb 3, 2011. 03:14 PM | 1 Like Like |Link to Comment
  • Best Bargain Stock in America? It Could Be Jiangbo [View article]
    You do understand that if there was fraudulent accounting/financial reporting points #1, 3, and 5 would be moot. Who has benefited from the possible fraud? Well, that's to be seen and we will only know after it's uncovered. In many cases it is the owners who brought the company public through a reverse merger by presenting falsified information from the beginning and building on that lie. Secondly, have you been to the new factory, or know anyone who has (#4 moot)? Thirdly, Why on earth could this company not make its monthly interest payments to Pope Investments? I understand that RMB is difficult to get out of China in large sums (to pay off principal), but for smaller interest payments it should be no problem, right? Others have been doing it with ease. (#6 moot). That leaves #2, and who cares about up listing to nasdaq. All the recent frauds were nasdaq traded companies.


    Now, If there is nothing goofy going on here and everything the company has presented is fact, then this company is a diamond in the rough for sure. I'd love to be long, but can't, yet.
    Jan 4, 2011. 05:16 PM | 3 Likes Like |Link to Comment
  • 27 Red Flags for Chinese RTO Stock Investors to Look For [View article]
    D. #4. JGBO. The company has $120M in cash, no bank debt, but can't satisfy bond payments of <$20M.... It will likely announce a stock issuance to pay the bond holders, I don't get it.
    Dec 21, 2010. 02:51 PM | 2 Likes Like |Link to Comment
  • Generex: Do Development Drug Companies Have No Value? [View article]
    I think the valuation difference you are seeing has to do with timing with the FDA approval process and cash balances. GNBT has less than $20M in cash and is still years away from any significant revenue stream. In other words, imminent dillution. MNKD is a completely different animal. They have the backing of a multi-billionaire owner who continues to invest in the company and are much closer to approval with a PDUFA date at the end of this year. I don't know what DNDN's cash position was prior to its FDA approval, but I have to imagine it was significantly higher than GNBT's current balance.
    Oct 6, 2010. 12:02 PM | 1 Like Like |Link to Comment
  • Fannie Mae - Or May Not [View article]
    bouce, that's what I'm calling it. BSC $50 to $3 to $10, Fannie $13 to $6 to $16 in approximately the same time frame and for similar reasons. I'm still upset for missing the best trade of the year (long BSC at $3). I would like to hear some short-term trading advice on FNM. Standing on the sidelines isn't an option.
    Jul 25, 2008. 03:41 PM | Likes Like |Link to Comment
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