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LeapFrog Enterprises Inc. Message Board

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  • Reply to

    This is what is really bothering me...

    by b_hesford2000 Aug 18, 2014 10:26 PM

    Ditto....I need to start doing my DD on this company. I got long after buying for a trade (a big no-no according to the talking heads). I did so b/c the company is so darn cheap and my children like the products and I think they are appropriate for them in that they are the perfect balance of fun and educational. But the truth be told, I am breaking many of my own rules with this position, 1st being that I didn't listen to the call but rather just read all the analysis reports 2nd hand. Well, the price action seems good, perhaps another repeat of a quarter ago. Thanks again Warren, B

  • LeapFrog and Mia Hamm Partner to Get Kids Up and Active With LeapBand(TM)Mia Hamm, international soccer star and mom of three, launches LeapBand(TM), LeapFrog's first wearable activity tracker designed just for kids
    EMERYVILLE, Calif., Aug. 20, 2014 /PRNewswire

    Sentiment: Buy

  • Reply to

    This is what is really bothering me...

    by b_hesford2000 Aug 18, 2014 10:26 PM

    I haven't seen anything to indicate that they were actually buying. I think that the question was asked at the quarterly conference call immediately following the annual report and the answer was that they hadn't yet (I could be wrong but I think that's what was said) I've seen many stock repurchase programs announced by other companies when they didn't purchase any or very little of what they "authorized".

  • Reply to

    This is what is really bothering me...

    by b_hesford2000 Aug 18, 2014 10:26 PM

    I'm gonna have to do some digging...this is from the annual report so the next question that begs answering is how much buying they've done, what is the average cost per share, and do they plan to increase the buyback b/c I'd be willing to wager that if they still had the capability to buy up 7% of the float the pps wouldn't be stuck in the low 6s. There is something wrong with this picture....Well, Warren, thank you for your post, B

  • Reply to

    This is what is really bothering me...

    by b_hesford2000 Aug 18, 2014 10:26 PM

    You have missed something. This is from the most recent annual report:

    Share Repurchase Program

    Our board of directors has approved a stock repurchase program authorizing us to repurchase up to an aggregate of $30 million of our common stock through December 31, 2014. We intend, from time to time, as conditions warrant, to repurchase stock in the open market. Purchases may be increased, decreased or discontinued at any time without prior notice. The plan does not obligate us to repurchase any specific number of shares and may be suspended at any time at management's discretion. We currently have approximately 70 million outstanding shares of common stock.

    "This share repurchase authorization reflects the board's continued confidence in LeapFrog's strategic direction, strong financial condition, underlying share value and ongoing commitment to maximizing shareholder value," said Ray Arthur, Chief Financial Officer.

  • LeapFrog Introduces New Learning Friends(TM) Preschool Brand Featuring Fun Animal Friends That Help Children Build Excitement For LearningThrough fun pretend play, the Learning Friends help children feel confident about transitioning to preschool
    EMERYVILLE, Calif., Aug. 19, 2014

    LeapFrog and World, Olympic and Pan Am Games Champion Rosie MacLennan team up to make fitness fun at LeapBand(TM) events on August 27th
    TORONTO, Aug. 19, 2014 (Canada NewsWire

    Sentiment: Buy

  • I'm long the stock for now but I've only owned it for 4 months or so. I'm in the red at 7/sh and it was a stake bought with the intention of adding to it b/c my children like their products and to be honest, they are products that I don't mind them playing with. That said, I want to buy more at the current level. I think the EV is more than 230M. Notice that I didn't say 'should be', I said the Enterprise Value is more than 230M!!!! There's no doubt about it. So with all this said, people may think that I am taking out personal loans to buy long....but I'm not even buying with the cash that I have....and why??? Well, I keep coming back to this....if they aren't buying their own stock, why should I add any? Can anyone here tell me if I'm wrong about this? Is there a buyback and I missed reading about it? If anyone can give me some clarity, I would greatly appreciate it. Thanks, B

  • Reply to

    Now Available

    by seito15 Aug 12, 2014 8:57 AM

    I think that they're going to have to announce something positive before they get much of an upside move on the stock price. By something positive, I mean actual results like increased sales and improved net income not just a new product announcement with high hopes.

  • Reply to

    Now Available

    by seito15 Aug 12, 2014 8:57 AM

    maybe we are seeing a delicate climb back to the $7's

  • Tue, Aug 12, 2014, 8:56AM
    LeapBand, LeapFrog's New Wearable Activity Tracker For Children, Now Available

  • Reply to

    Sadly, saw this coming

    by smithts777 Aug 5, 2014 2:22 PM

    The "value" of the property is NOT on the LF balance sheet. That is my point. It is only the book value that is on the balance sheet. Book value does not even attempt to report the real fair market value it is just historical cost minus depreciation. The real fair market value of Property and Goodwill could be wildly different than the book value. That is why book value is such a poor way of valuing a stock except maybe to establish an approximate low end value.

  • Reply to

    Sadly, saw this coming

    by smithts777 Aug 5, 2014 2:22 PM

    The value of property on LF balance sheet is only $30 million, so I'm not sure I understand how your argument pertains to LF.

  • Reply to

    LF down 20% 0n earnings---

    by demarkdom Aug 7, 2014 7:29 AM

    didn't say a buyout, just market movement---can't see anyone wanting LF---LF pad was/is a small blip without a moat--- actually like their products and cultish following---would like to see them work on a recurring stream of revenue instead of product

  • Reply to

    Sadly, saw this coming

    by smithts777 Aug 5, 2014 2:22 PM

    I filled my bag and sold it at $11.65 on July 31, 2014 with an av cost of around $4.28..one year ago...and I said See ya! At almost 3x my money on this stock. When it dipped I got back in at much less but now I hold a smaller position and some long calls...I now hold at $7.7837 and would love to get out with a profit...

  • Reply to

    LF down 20% 0n earnings---

    by demarkdom Aug 7, 2014 7:29 AM

    LF has $199 million in cash. That's almost $3 per share. Do you really think that a buyout in the $3s is reasonable? LF apparently in your opinion has absolutely no value for it's brand if you consider that a buyout in the 3s is like selling the stock for absolutely nothing. The cash itself would pay for the transaction. The market prices of stock reflects how it is expected to do in the future. John Barbour already said that the next q will be bad - and that has been factored into the price of LF in the 6's. What is most important is that he said that he is very optimistic that the Christmas quarter would excellent - and that's really what counts. With new products, expansion plans for the international scene, and especially entering the tv market where there is absolutely no competition, I am hopeful that Santa will put new LF merchandise in every good little boy and girl's stocking for Christmas. Once the deadwood inventory has been removed from the warehouses, Leapfrog may reward investors with a very merry holiday season. For these reasons I am holding tight for the present.

    Sentiment: Buy

  • add another 25-30% downside before next earnings and your buypoint appears--high $3's to low $4's--rocky road ahead, could be looking at a $2 stock by year end if they bomb another Q

  • Reply to

    Options action

    by johnnygunz76 Aug 6, 2014 1:44 PM

    historically a great play on LF has been to sell covered calls pre-earnings and then buy them back after the post earnings drop. This has worked for me several times....I didn't do it this time because the bid wasn't attractive but I guess with the huge dip it took it would have been worth it...

  • Anyone else notice the volume of Sept $7.50 calls? It will be interesting to see if this is someone closing out a position or making a big bet in the near term.

  • Reply to

    Sadly, saw this coming

    by smithts777 Aug 5, 2014 2:22 PM

    Don't be mean to us bag holders.

LF
6.42+0.11(+1.74%)1:28 PMEDT

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