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Electronic Arts Inc. (ERTS) Message Board

  • overrated_author overrated_author Aug 18, 2011 3:23 PM Flag

    what a great level

    ERTS business fundamentals have NOTHING to do with European banks or sovereign credit

    S&P Fitch Moody's could all come out and say Greece/Ireland/Portugal/Italy/Belgium are insolvent, cut them to junk, and that still wouldn't affect sales of ERTS games in next 12-24 months.

    FIFA is the best-selling sports franchise in video game history

    Star Wars will fundamentally shift margins for ERTS and be very accretive

    Madden/NCAA 2012 both did very well

    SIMS is kicking @$$ on all fronts, PC, social, mobile...

    PopCap deal was genius, very cheap financing

    i'd be accumulating at this level. stock shouldn't be below $24/$25 given what we know

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • That's nice analysis.

      That $50m in revenue (at 50% Ebitda margins) could easily carry a 15x Ebitda multiple.

      i.e. $375m enterprise value from SIMS Social on Facebook...

      $1.15 in value on the stock price (328m shares)

      What people aren't discounting yet is IP value of SIMS franchise, the characters, turning it into a TV channel, movie/cartoon etc. There is a TON of untapped potential there.


      SIMS Social is like a nicer, more modern version of second life with more mass-appeal if you ask me...

    • Bf3 looks great but it should have been the mmo

      not starwars

      starwars looks like crap

      id be embarassed to release it

      and sims has nothing yet -- 1 million users trying it for free -- nobody paying

      sports = old and tired and not selling as well as in the past

      lastly, popcap. Haahaha. why again did they pay $1 billion for that? makes no sense !

      erts next stop is $15 !

      • 1 Reply to fpshooterssuck
      • guy, your statements above are all factually incorrect...

        if ERTS was up over 4% at one point today on a day when market took it on the chin, you have to think long and hard about your $15 fundamental thesis.

        this company is critically undervalued.

        and sports franchise IP is not tired/underperforming... FIFA is best selling sports title around, and Madden/NCAA are up 15-20% YoY in units shipped.

        SIMS 5.0m users, not 1.0m users...

        check your facts and learn to read a cashflow statement

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