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Zynga, Inc. Message Board

  • jalcort Mar 14, 2013 9:14 PM Flag

    Real money gaming overview; patience is required FROM Merrill Lynch

    I just finished to read this Report, it is a PDF with 18 pages, the report is extremely detailed and it is all about gambling around ZYNGA, in this report explains the position of ZNGA in Europe and in US, it is very conservative but extensive. I found very interesting the fact that 40% of gambling for real money is coming from SPORTS, and for my surprise ZYNGA has created a partner ship with Rocket Play. We need to be conscious that the partnership with casinos in Las Vegas do not solve the problem of licenses, since ZNGA needs the license , and fortunately the COO of ZYNGA has plenty of experience in gambling protocols and legislation. In any case, the black market which represent 4B in US, will give us a hint, where this will be a huge thing in the future. You have to read this report, and the fact that 2013 will not be an easy year for ZYNGA, and revenues will be tight, even 2014, will not be easy, but the light will be there. My suspicious is that the stock price will keep rising, on this tremendous expectations, but all depends, if ZNGA management is able to show progress on their strategic business plan, and the capacity to create revenues from other games, as words, scrabble, ville's, and so on. ZYNGA need the license to operate as a gaming service provider first.

    If you are client of Merrill Lynch you will be able to access this report, which is fantastic, and ratify my position to stay for the long time with this company. The price will wild fluctuate, depending on who wants to be the owner of this company in 2015.

    Good luck, and shorties, read this article before bet against our company.

    Sentiment: Strong Buy

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    • i understand that what merrill lynch has stated in their report is based purely on speculation and not actual facts based on any data, which in my evulation is no better than anyone else on this board. speculation is purely that {speculation} in order to have hard data you need records of past earnings which no one has. that is the key! no body at this point & time has that data to prove one way or another for sure whats going to transpire over the next several yrs, all speculation, but one thing is for sure, znga has a good a chance if not better as any player out there is my speculation. uk will be the beginning of the fure for znga and thats is very shot, so then we will have data to go by! good lucy to all....

    • Thanks for the post. That sounds nice and all, but could you either point us to where we could see some actual text from this report (surely it is somewhere we could find it, hint hint), or could you perhaps be a little more specific. Say for example, WHY 2013 and 2014 will not be easy years for Zynga? And since you posit at least 2 weak ("not easy" in your words) years ahead, why would that "ratify" or support your position to stay long.

      See, 2 years is practically an eternity if those 2 years are going to be marked with soft revenues. Bullish for 2015? That is equivalent to "not bullish". Also known as "bearish".

      If you are sure that report are only for the elite Merrill Lynched of the world, then perhaps they cite some sources that their opinions are based upon that you would feel comfortable sharing. If not, then still thanks for your report on a report.

      • 2 Replies to warhead4321
      • the analysts have not been right since day one; they have to use measured valuation tools and information that is absolutely unattainable; the hard core numbers just don't exist, except for the ones they booted out of the country and - who is actually crunching real money real time; the company is doing the right thing focusing on buying back shares - that will make the stock jump more than anything single thing : less shares (and more owners "absorbtion") will have the stock rocking because they will calculate the hard numbers against their own share count; which - granted, bought them a billion plus in cash; their system and network already exists; any casino who doesn't hook up with Zynga and bed them will feel the revenue loss over time; Zynga's efforts to brand themselves as the world's "largest online poker" game seem to be working; while these "anal'lysts are scratching their a holes to come up with metrics and vaulations (they just plug bullcrap numbers in a program - while they're doing that, Zynga has 250,000 people playing online poker; #$%$ ! those are the numbers along with the outstanding float any 'player' can look at and throw a few down on Zynga; Gluu seems like a great buyout target too bcuz they have zero debt and a nice low float; own them both.

        Sentiment: Strong Buy

      • warhead,
        I'm sure that we could all find the Merrill report .... in fact, I'll look later on my Fidelity account which carries many thrid-pary reports... but, many of these reports (analysts) are still basing their models on an uncertain new Facebook relationship ... many of us for months now have recognized that he new terms actually benefit Zynga (and were created for Zynga) ... Zynga will have enhanced margins on any Facebook games ... they have a rapidly growing mobile gaming audience outside of Facebook ... and, they have the future of real money gaming (all revenuse excluded from current estimates) ... not to mention some really highly anticipated mid-core games and Draw something (mobile and t.v. show) ... this may be a weak quarter but the year will be strong, imho

    • arthurogutzmann Mar 15, 2013 3:16 AM Flag

      Thanks - well written

      Sentiment: Strong Buy

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