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Mbrillo1

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  • Zynga: Sell Signals And Red Flags [View article]
    Well said INKYX! When Mattrick joined Zynga the whole chemistry changed.
    Watch the shorts get catatonic as the stock breaks higher.
    The $3.00 price tag will prove to be a profitable number for investors.
    Sep 15, 2013. 11:47 AM | Likes Like |Link to Comment
  • Zynga: Sell Signals And Red Flags [View article]
    Me too, R-man.
    Sep 15, 2013. 11:47 AM | Likes Like |Link to Comment
  • Despite A Failing Business, Zynga Has A Very Favorable Risk To Reward Profile [View article]
    Jason, true dat!
    Zynga is in the best position it has been since the underwriting which distorted many directions the company was going; failing numbers in-house dissensions, abominable management, etc.
    I like this quiet time as Don Mattrick reassembles, assesses, and reconnects with the enemies that previous management created.
    "Delaying" not cancelling online gambling was an intelligent move, the company was not ready, especially in its disarray to take on this new project, BUT with flexibility can jump back into it in the future.
    This is my bet: Mattrick cleans up the company, becomes profitable and is bought by Microsoft........a comfortable fit.
    Sep 15, 2013. 10:04 AM | Likes Like |Link to Comment
  • Zynga: Be Honest [View article]
    Interesting and insightful......to a point.
    I have made the commentaries time and again that Zynga's problems have mostly had to do with the leadership of Mark Pincus and that the company had little chance in online gambling.
    Pincus has now been reduced to the sidelines thanks to the efforts of Kleiner, Perkins, Caufield and Byers who have a large stake in the company.
    Hence the hiring of Don Mattrick and the demotion of Pincus to the sidelines, a demotion that was made at the demand of John Doerr. Mattrick changes the chemistry of Zynga. He is respected, well liked and will able to resurrect the erosion of talent that has taken place at Zynga. Mattrick and Pincus actually get along which made it easier for Don to come over to Zynga.
    A game plan is in the making. Social Media has a huge upside potential. Zynga NEVER belonged in online gambling!! You made that point rather effectively. What you neglected to point out might have been this: do you really believe that Don Mattrick who is not a poor man to any degree, left Microsoft to join a company with the type of dire future that you predict?? I do NOT think so.
    Stay tuned. I wouldn't be surprised if much of this buying at the present level just might be insider.
    Good luck.
    Aug 1, 2013. 04:18 PM | 3 Likes Like |Link to Comment
  • Zynga Is Missing A Viable Business Model [View article]
    I will go on record saying that buying Zynga at $3.00 a share will be a money making investment.
    Don Mattrick is cleaning house. I look forward to see who he will bring on board to help him expedite and ensure success, turning a moribund company (Zynga) into a profitable one. The reason that an analyst couldn't get a real read on the direction of this company is because there was none.
    I have written many times that the main problem has been Mark Pincus. Pincus has released control of the running of this company (demoted) which Mattrick demanded as part of his decision to step in. , Zynga is working on an intelligent business plan which will be evident in the near future.
    Next to the hiring of Mattrick leaving online gambling was the most positive thing that Zynga has done since it went public.
    Jul 31, 2013. 02:53 PM | 1 Like Like |Link to Comment
  • A Sip Of The Zynga Kool-Aid [View article]
    Debra, I hope you look back on this earlier comment: now the die is cast and online gambling is pushed asunder, I would like to hear your analysis of the picture at Zynga when the dust settles.
    Once again, spot on and plaudits to you for an excellent call.
    Jul 25, 2013. 09:11 PM | Likes Like |Link to Comment
  • Zynga: $4.50 Price Target Reaffirmed On Fundamentals, Metrics, And Strategic Initiatives [View article]
    Sir,
    You are drinking Kool-Aid. I respect your numbers meaning you did the research to write your commentary BUT....
    Do you really think that Pincus voluntarily released the reins of Zynga? Like hell. Doerr sat down with Pincus and explained the facts; Zynga was racing toward failure, company morale was desperate, his high level ex-employees and investors were bad mouthing him; the former with extreme malice.
    Look at the cast of characters that jumped ship: Mike Verdu, social gaming, Dave Wehner-CFO, Jeff Karp- Chief Marketing and Revenue, Nils Puhlman Chief Security, Bill Mooney and Brian Birtwistle- VP's, Allen Patmore GM of City Ville, Erik Bethke- Mafia Wars. These and many more are solid executives , the type of personnel necessary to help lead a company as technological as Zynga.
    The questions first and foremost are; who will Mattrick bring aboard? How much will it cost? How long will it take to bring the company out of its moribund condidition?
    The market is huge and growing. Will Zynga participate?
    The stock certainly doesn't. Yes, there was a nice move when Mattricks appointment was announced but, what's next.
    The financial statement this quarter will probably look pretty good. Pincus may be stupid but he's no fool.
    What of the October results. Therein lies the rub.


    Doerr and other confidantes laid it out that if Pincus didn't move over that they would take serious action his company control or not. Pincus saw the light and the promise of Zynga going down the drain, a billion + or not. He was hoisted on his own petard. He became conciliatory one. Wisely.
    Jul 17, 2013. 06:02 PM | Likes Like |Link to Comment
  • Zynga: Social Gaming Is Just An Added Bonus [View article]
    I still say that it is hard to nail down facts on this company. Remember what I have repeated: Next year, Zynga, will look completely different from the company that it is today. "Motley Fool" is saying that Mattrick is not in complete control, they are wrong! As usual. Completely!!
    Mattrick has complete control.

    Good luck!
    Jul 14, 2013. 09:35 PM | Likes Like |Link to Comment
  • Zynga: Social Gaming Is Just An Added Bonus [View article]
    George, where are you?
    I am sure that with all that is going on at Zynga you must have one of your interesting perspectives on this company.
    Is Mattrick the white knight who will pull Zynga's iron's out of the fire or just a stop gap measure to insure longevity rather than success? And who will he hire to help him set this company on the right track with an intelligent business plan? How will the 4th quarter look when all the write downs are taken? Is Microsoft in the mix for a future takeover?
    How about the price action on the stock? Bullish? Bearish? Whatish? Broke to a breakout high on Friday and then dropped 5%.
    So George, what's up?
    Jul 14, 2013. 11:08 AM | Likes Like |Link to Comment
  • Mark Pincus May Just Have Saved Zynga [View article]
    To my fellow Zyngites:
    First of all, thank you Mr. Doerr for your contribution in having Don Mattrick join Zynga, (Mattrick was never going to become CEO of EA and he knew it) then again you are trying to save Kleiner, Perkins, Caufield and Byers egregious investment in Zynga and certainly knew that Pincus was not the guy to pull it off. Mattrick must have some package and insurance to join this malfunctioning dog and pony show. (No pals, I am not short).
    The fortunes of Zynga revolve around two factor: Big $$ and online gambling. Let's take the $$ first: I am pretty sure that Zynga will show a pretty decent financial statement this quarter. Mark Pincus knew, to buy some time, that everyone would look at the bottom line. What about the next quarter? Therein lies the rub. Don Mattrick will have to clean house and that spells more losses and layoffs. Alas, that means bottom line grief. How quickly the cash pours out the door.
    Now, the gambling aspect; does anyone really believe that the
    gambling industry with its deep pockets are going to let some upstart company get a piece of their cash cow- gambling? Don't be absurd.
    So, here is the bottom line; Don Mattrick was brought into Zynga to make it a viable candidate for a takeover. It couldn't have happened with Mark Pincus running the show but with him stepping aside it might look much more palpable to a potential buyer.
    This is the only way the Kleiner, Perkins, etc. can get their money out!
    Don Mattrick is not an online gambling expert, it will be interesting to see how many of his people that he brings aboard. Wouldn't you bring in a heavyweight who could take on the gambling industry if that were where you felt the future is? It will be interesting to see if Mattrick brings any of his cohorts to Zynga?
    I say good luck and Godspeed. You will need plenty of both. I do hope that the stock works out for its investors.
    This could be an important start.
    Jul 3, 2013. 04:02 AM | Likes Like |Link to Comment
  • Zynga: A Long-Term Investment [View article]
    Captain, I agree with you about the prejudice that "Motley Fool" has against Zynga . Of course their come-on is for the unfortunate's to subscribe to their clap-trap tout sheet.
    Now Zynga! Here is the problem about partnerships or a take-over; Mark Pincus! No one trusts him which makes Zynga's position tenuous and unwieldy. Some day the story will come out about the fallout he had with Mark Zuckerberg and FaceBook. This muddied the water for Zynga's future, it just wasn't ready to go it alone and.....began losing key personnel. The in-fighting in house became fierce and detrimental. When Brian Reynolds its Chief Game Designer left Zynga it was a sign of real trouble.
    Remember these? Serious Business-Feb. 2010?
    XPD Media, June 2010?
    Challenge Games, June, 2010?
    FrontierVille, June,2010?
    Conduit Labs, August. 2010?
    Dextrose, August, 2010?
    Bonfire Studios October, 2010?
    Newtoy, Inc December, 2010?
    Area/Code January, 2011?
    Floodgate Entertainment, March 2011?
    MarketZero, April 2011?
    And, of course OMGPOP March 2012? Pincus wanted this beauty at any price; overpaid and got it.
    How many of the talented people from these 12 acquisitions still remain with the company? Not too many.
    The bottom line? This company will be forced to re-evaluate its
    complete business model if it expects to survive. $1 billion+ plus
    disappears quickly if it doesn't build profit upon itself.
    And....therein lies the rub.
    Jun 26, 2013. 05:46 PM | Likes Like |Link to Comment
  • Zynga: This Is Why I Am Bullish [View article]
    Well David, any update to cast any light on Zynga?
    Alas, you are not alone in forecasting a light in the distance for this company. I see no signs quite but do hope that this company may rebound, yet.
    Today's announcement of Zynga lowering their borrowing ability is not good news for future acquisitions but it is additional proof that Pincus is lowering costs.
    Jun 26, 2013. 05:45 PM | Likes Like |Link to Comment
  • Zynga: A Long-Term Investment [View article]
    First of all- to Mr. Schenk, congratulations on a very good call on Supervalu (SVU). Well played.
    I am not a naysayer. I like to stay positive and think the best of things, but at this time, in Zynga, there is little positive to say . At one time, Mr Schenk we had some repartee in the logic of trading against investing. I cannot buy a $3.00 stock to trade. There is little reward against risk. Yes, you made some interesting calls on Zynga and made some profits, too, but where did you stand this week when the stock traded at $2.50?
    In a past commentary, I mentioned that if Zynga broke $3.53 on the downside it was an out and out sale. I sold 75% of my position at $3.55. Does that make me a great trader-investor? NO! I should have turned and bailed my entire position.
    I turned from a strong bull to a moderate investor to a skeptic as time went by. At this time, I am literally astonished by the directions that Zynga is taking (or not taking) presently. It is looks to me that this company has its back against the wall with no valid viable direction.
    One thing to be sure; Mark Pincus is taking every step to ensure that his balance sheet is in order for the company's report next month. But what about the 4th quarter?
    Incidentally, many kudos to Debra Flakas for her excellent article " A Sip Of The Zynga Kool-Aid" on May 22. If any interested participants in Zynga want to see the clear picture of this company, her article is a must read.
    I truly wish Zynga no ill will and do hope that some day it will succeed heartily.
    Jun 26, 2013. 03:12 PM | Likes Like |Link to Comment
  • Zynga: A Gambling Space Option With No Expiration Date [View article]
    Anatomy of a failing company:
    1. Since the inception of the IPO insiders have consistently been sellers of stock.
    2. Many of the talent that helped make this a successful company have left for other companies with little regret.
    3. Mark Pincus is disliked. He has burned bridges and left a contingent of enemies behind him, in this business or any other, this makes it difficult to deal or hire important people.
    4. The company's announcement of a $200 million share buyback last year was a lie; as of April merely $12 million in cash was spent to repurchase stock.
    5. The company has entered and depends largely on generating profits in online gaming which will be- and is, the most competitive cut throat business
    Jun 24, 2013. 01:45 PM | 1 Like Like |Link to Comment
  • Will Zynga Shareholders Be Compensated For Their Patience? [View article]
    The history and problems of Zynga have been written and written over again so many times that it has become a litany.

    Without digressing about its past which has been written into a copyright state one has a difficult job in making an intelligent analysis of Zyngas present condition. Such as: What is going on behind closed doors? How much will their financial condition change in the present quarter? What further layoffs (If any) will the company be forced to make? Where is their product line going? New talent? A management change? A new profitability forecast? These questions and many of the answers are impossible to analyze at this time. By no one. There is one important factor that holds some of the answers; Mark Pincus. Pincus has directed the success of several other companies, in 2009 he was named "CEO of the Year" in 2010 and 2011 was named Founder of the Year. At one time Znga was considered to be the pioneer of the social gaming industry. Can Pincus do it again? Therein lies the real question.

    As of today, Zynga seems to lack direction while the company strains to hold on to its bankroll of $1+billion dollars. It would not be too difficult to suggest that the company has some interesting future plans working. It is Pincus's way. Meanwhile, the stock languishes, with little impetus for upward or downward movement. At the least, the next twelves months will be very interesting... indeed.
    Jun 13, 2013. 01:43 AM | Likes Like |Link to Comment
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