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gnulaw

gnulaw
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  • Should King's Sour Candy Be Crushing Shares Of Glu? [View article]
    Much appreciated Mark.
    Apr 8 03:04 PM | Likes Like |Link to Comment
  • Should King's Sour Candy Be Crushing Shares Of Glu? [View article]
    Mark, some clarifications here. DCF analysis generally uses 5-7 years out to make the numbers realistic. Q: I am concerned that Q1 will be short expectations. That being said is your comment above "I don't like seeing investors getting wrapped up in quarterly myopia" addressing shortfalls GLUU may disclose in upcoming (next 2) Q reports? and how does that reconcile with the fact you have recently ascribed "Gold Mine" status to (GLUU)?

    As always, thank you very much.
    Apr 8 06:28 AM | 1 Like Like |Link to Comment
  • Glu Mobile Is A Potentially Lucrative Acquisition Target [View article]
    CORRECTION: I am also confident the pending release of Frontline Commando 2, along with Deer Hunter 2014 and the current and increasingly successful EW3 will quickly push (GLUU) to ==>$7-$9 range (short-term) regardless of an acquisition if all financial metrics incl DAU/ MAU confirmed by Q1 ending Mar 31 numbers. An acquisition subsequent to positive q1 2014 numbers should accordingly be in the $12-$15+ range. Note: (ZNGA) would also be an obvious suitor.
    Feb 28 09:05 AM | Likes Like |Link to Comment
  • Glu Mobile Is A Potentially Lucrative Acquisition Target [View article]
    I am also confident the pending release of Frontline Commando 2, along with Deer Hunter 2014 and the current and increasingly successful EW3 will quickly push (GLUU) to $12-$15 range regardless of an acquisition if confirmed with Q1 ending Mar 31 numbers.
    Feb 27 09:45 AM | 3 Likes Like |Link to Comment
  • Glu Mobile Is A Potentially Lucrative Acquisition Target [View article]
    Assuming (GLUU) isn't already in acquisition discussions.
    Feb 27 09:20 AM | 3 Likes Like |Link to Comment
  • Glu Mobile Is A Potentially Lucrative Acquisition Target [View article]
    Yes, spot on. Good job Brandon. I believe $GLUU will be acquired by either tencent, alibaba, ea, atvi within sixty days esp on positive q1 ending March 31 numbers as the most likely scenario. Textbook.
    Feb 27 09:15 AM | 3 Likes Like |Link to Comment
  • Insider Selling Means Something, Just Not What You Think [View article]
    On GLUU insider selling posted comment here:

    Glu Mobile: 4 Different Insiders Have Sold Shares This Year

    All things equal both you and Mark Gomes are correct, however...
    http://seekingalpha.co...


    Disclosure: Long GLUU
    Feb 15 11:00 AM | Likes Like |Link to Comment
  • Glu Mobile: 4 Different Insiders Have Sold Shares This Year [View article]
    All for employee options platonicbomb when they are based on performance tied to bottomline eps and not during closed trading window and when insider transactions are not exclusively SELL orders.
    Feb 13 04:23 PM | Likes Like |Link to Comment
  • Glu Insiders Not Sticking With Their Stock [View article]
    On GLUU insider selling posted comment here:

    Glu Mobile: 4 Different Insiders Have Sold Shares This Year

    All things equal Mark is correct, however...
    http://seekingalpha.co...
    Feb 13 04:17 PM | Likes Like |Link to Comment
  • Glu Mobile: 4 Different Insiders Have Sold Shares This Year [View article]
    All things equal Mark is correct, however,


    1. GLUU Insider selling is unprecedented and massively non-insider shareholder hostile given both the fact there has been NO Insider BUYs and their disturbing timing esp those immediately preceding Q4 number release which was also a closed trading window.

    2. Bill Miller, CHMN, de Masi, CEO set/lead corp culture. de Masi has been a major SELLer. Miller and de Masi establish GLUU corporate culture, corporate governance.

    3. Said consistent patterns of Insider SELLs has established a GLUU corporate culture which is non-insider shareholder hostile given the insiders simply do not care about the perception of said SELLs and are allegedly motivated by the fact they simply can issue more shares/option awards which are also not based on performance ie bottom-line eps. A cavalier attitude similar to current fiat money Fed Policy.

    GLUU is accordingly a superior candidate where someone like @Carl_C_Icahn would be welcome to establish a timely shareholder activism position to maximize GLUU shareholder value.
    Feb 10 03:45 PM | 1 Like Like |Link to Comment
  • Investors Misread Attunity's Bullish Q3 Results [View article]
    January 2013 http://bit.ly/11bzJ56 quod erat demonstrandum
    Nov 20 10:31 PM | Likes Like |Link to Comment
  • Investors Misread Attunity's Bullish Q3 Results [View article]
    Mark,

    On October 23rd, the day before ATTU was to release Q3 numbers you posted an article on Seeking Alpha entitled "Attunity Launches Replicate 3.0 Ahead Of Thursday's Earnings Release". However, Attunity announced this on September 16th http://bit.ly/1fLG6jd . ATTU closed at $10.16 on Oct 22 and $9.33, the day you posted your article on Seeking Alpha. ATTU released Q3 numbers Oct 24 where its shares closed at $8.85. On October 28th you posted the above article "Investors Misread Attunity's Bullish Q3 Results" where its shares closed at $9.73.

    Are you aware of any reason why the shares are now trading at $7.85 given your formal public disclosures of bullishness on Seeking Alpha including your September 22nd article "Attunity Reveals Exclusive Amazon Partnership" and ATTUs presence/successes at $AMZN AWS re:Invent 2013 Nov 12-15 http://bit.ly/1fLHges ?

    Again, thank you in advance.
    Nov 17 10:39 AM | Likes Like |Link to Comment
  • Attunity Remains On Track To Triple [View article]
    Great answer Mark. Thank you.
    Nov 10 04:07 PM | Likes Like |Link to Comment
  • Attunity Remains On Track To Triple [View article]
    Mark, your first comment on this thread which is the third comment from the top you suggested ATTU may have just crossed over into Gold Mine. This was just after Q2 numbers were released July 25th. What stopped you from stating ATTU is now Gold Mine status three months later per Q3 numbers and again highlighted by another one of your Seeking Alpha articles "Investors Misread Attunity's Bullish Q3 Results" http://bit.ly/199jqU6 ?

    Thank you.
    Nov 9 07:34 PM | Likes Like |Link to Comment
  • 2 More Triples And A Double; What's The Next Home Run? [View article]
    As of Q2 ending June 30 ATTU had inverted working capital ie Current Assets $5.5M - Current Liabilities $9.4M = <$3.9M>. *

    ATTU as of June 30, 2013 was technically insolvent. *

    With all due respect to say ATTU does not require $ for the simple reason to support/exceed sustainable growth > ROE is simply not a credible mindset/position/argum... ATTUs IP does not appear to be patentable, i.e. I see no mention of any patent-pending IP. The only argument Shimon Alon's comment that they do not require a Secondary Offering supports is that he is either setting ATTU up for a short-term acquisition or he is infinitely naive given the deadly competition in this space viz-a-viz ATTUs fragile capital structure. His guidance (mindset?) abilities are unfortunately simply not credible given his Q1 epic fail http://bit.ly/125OpA7

    ATTU needs to pull the trigger on an initial $20-$30M Secondary and it appears they can pull that off soon, and again, simply for glaringly obvious reasons: competitive advantage, time-critical acquisition(s), fortify their capital structure...simply for their short-intermediate term survival in this space.

    * Source: SEC FORM 6-K Filing Date: 7/25/2013 http://bit.ly/16pnd2W
    Oct 5 08:47 AM | Likes Like |Link to Comment
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36 Comments
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