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Zynga, Inc. Message Board

  • krazyguju4u krazyguju4u May 10, 2013 11:47 AM Flag

    Is Running with Friends the catalyst we need?

    Can Anyone find numbers on how well this launch is doing? This new game might just be the straw that breaks the shorts back, This game by monday is going to be top 10 for sure and possibly #1, I dont get why the market seems not to care, this current quarters numbers do not include any revenue from "new & other games" which is about 29% of this company's marketcap (@ $3.50,thanks ThinkorSwim)! Nothing from this category was in the guidance for this quarter and that is why they guided lower because they wanted to manage expectations going forward, (this is new and different for Z and just so happens to be around the same time John Doerr joins Z) This along with RMG in the UK, (and seems like a coming FB partnership in the making for RMG thats not priced in either) this should easily pass any wall street analyst expectations that are out for both revenue and profit. And even if it only goes to $3.50 (which is not my even close to what its going to take to buy my shares) That's almost a 8% real yield after fees, without having to wait more than 3 years to get it (assuming a high 2% a year on an alternative like cash/cds/bonds) it is just me or this a no brainer at these levels?

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    • as long as pincurse is still the ceo, those fxxking shorts don't give a damn about any good news.

      • 1 Reply to bluefishclock
      • Granted Pincus' may have had issues with the IPO and some performance since, however the guy is a great innovator after all he have the foresight to see potential in social gaming. But in that time John Doerr has joined the board and there is no doubt that he is a true expert in money management. Not only is he apart of the company but he has also deferred the majority of his compensation to be in the form of stock and options, showing that not only is "his working and any free time dedicated to Z" but that he thinks this is among the best places in the overall market for his money.

        As for the shorts, I dont understand what they are hoping for, this company currently has $1.60 in CASH plus $1.61 in revenue per share now without new releases, plus patents and an expanding pipeline for reoccurring advertising revenue, all while being able improve game production costs and profitability of existing games, shown by the positive cash flow of the most recent quarter. I don't think Pincus is a bad CEO and I would argue that he is the best in the industry at what he does. I want this company to focus on growth and Mark P has shown that not only is he committed but he will be aggressive and tactful as well.

    • It is a no brainer. Easy triple near term. But what we feel is absolute and concrete is still not much of a foundation for the rest to stand easy with, not yet. Solid revenue streams, percentage of UK deal, other RMG connections, along with patents royalties will be quite significant. That's when Z will rise with much confidence behind it.

      Sentiment: Hold

 
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