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Take-Two Interactive Software Inc. Message Board

  • roddedr roddedr Feb 4, 2014 11:46 AM Flag

    $12 Stock by year end

    By year end investors will figure out a few things...
    1) That Take Two will be significantly cash flow negative the next few years.
    2) That the company operates solely to enrich insiders
    3) That Take Two has nothing more than what's known to offer for a couple years
    4) That TTWO's cash/debt position will once again approach breakeven
    5) That management took on debt and dodges questions because they are well aware of these issues

    Do yourselves a favor and sell for the same price Icahn sold

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Yeah, that prediction is not looking good.

      Maybe the guy who kept saying TTWO GOING TO $15 meant to write $25?

    • ahahahahahaaa...what a clown you are...look at the price now half wit

    • Icahn sold cause money isn't going to go back to shareholders. Z is running the business, not the stock. I'm sure if Icahn was on the board of apple he would have stopped all that wasteful cash investment in the iPod/iPhone/iPad business and gotten a nice one time dividend. Ttwo is clearly a growth story, and isn't the same stock from the GTAIV era that will issue a small dividend then trade lower for 4 years before another GTA announcement. Growing pains toward stability, as we swap out the short term GTA riders from the 12 dollar era last year to the people investing in the business as TTWO moves to a more sustainable model, spreading the wealth across multiple IPs.

      I have to wonder what Z has in the cooker as he is hinting at a few different things M&A wise through his comments. He sounds like he genuinely has a secret/ace up his sleeve. You couldn't hear it on the CC, but in interviews it is almost a smug satisfaction with himself, like he has something REALLY good in the works, but won't be saying yet.

      • 1 Reply to atcoyou
      • "You couldn't hear it on the CC, but in interviews it is almost a smug satisfaction with himself, like he has something REALLY good in the works, but won't be saying yet."

        You'll be disappointed to hear that he has sounded exactly like that since his first day nearly seven years ago, when TTWO was around $17 with 71M shares.

        If TTWO is "clearly a growth story" how much will earnings be growing in the next couple of years?

    • mind if i ask at what price you went short.

    • naa.spam@gmail.com naa.spam Feb 4, 2014 12:06 PM Flag

      The company had a rough day... even though it also had a great day. (go figure) However, $12 by year end??... that's laughable.

      They have about 700 million in cash after convertibles. That's over $7 per share in cash alone. You're saying all of their other technology, IPs, games in development, studios, backlog etc... are only worth $5 per share?

      Hell, the GTA property alone could probably be sold for $4-$5 per share at the current market price... NBA 2k14 will sell another 5+ million this year... a yearly trend. Over the 5 year GTA cycle, NBA 2k14 could sell 5 million x 5 years = 25 million copies w/ minimal development costs. 5 million less than GTA. I guess you could say NBA 2k14 is worth $2-$3 per share if they can hold the crown. There's $13 per share right there.

      Now throw in the rest:
      RDR
      Borderlands
      Bioshock
      WWE
      Max Payne
      Civilization
      XCom
      LA Noire
      Evolve (unproven)
      Agent (unproven)

 
TTWO
29.72-0.37(-1.23%)Jan 30 3:59 PMEST

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