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Pixar Animation Studios (PIXR) Message Board

  • bzap2000 bzap2000 Mar 11, 2005 4:44 AM Flag

    Will break $100 before end of year.....

    Watch and see...

    Some of the shorts here, perhaps the ones who are most afraid of a squeeze, keep telling us that the stock is headed to $80 soon and to �watch� them work on it. IMHO, there are several catalysts out there that could send the stock soaring and perhaps they are the ones who should be �watching� for the short squeeze.

    Here are a few of the reason that I have to own and hold Pixar:

    0) Their Academy Award winner, the Best Animated Feature Film of 2004 releases on video and DVD next week.
    1) Pixar �has yet to fail at anything it tries its hand at� (biggiepos)
    2) They have an incredible team of talented directors
    3) They have an incredible team of talented writers, animators, etc.
    4) They have zero debt
    5) They continue to grow cash reserves while growing the company
    6) Cash reserves are over $800Mil, soon to be over a $1Billion (according to Steve)
    7) Earnings have been positive every quarter for the last ten years
    8) Earnings have beat estimates every quarter for the last ten years
    9) Their software business continues to create and sell quality software
    10) Their evergreen library now has six blockbuster titles providing ancillary revenue
    11) Starting in 2007 they will earn nearly twice as much money every time they release a new film
    12) Starting next year they will release one film per year
    13) Starting next year all of their films will be released in the most lucrative summer season
    14) Starting next year all associated video and DVDs will be released in the very lucrative winter holiday season
    15) Each time Pixar creates a new set of characters they create a new long term revenue source
    16) Pixar has eight directors / teams working on new characters and stories for eight new films
    17) Mickey Mouse is 77 years old yet he is still earning money for Disney
    18) The public bought over one billion dollars worth of Mickey Mouse merchandise last year and nearly as much Nemo merchandise
    19) Many of the Disney/Pixar characters have the potential to generate similar revenue streams
    20) Forever more, Disney and Pixar split ancillary revenue generated from their shared library
    21) After 2006, each new set of characters will be 100% owned by Pixar
    22) Disney has paid up to a quarter billion dollars for the rights to use characters (ex. Winnie the Pooh)
    23) Emeryville recently approved expansion of the Pixar campus
    24) Pixar has a large, and very impressive, campus that is fully paid for
    25) Pixar created six consecutive blockbusters and will complete another by the end of this summer
    26) The next Pixar film is another John Lasseter film (The genius behind Toy Story)
    27) Disney has stated that they are working on sequels to several of Pixar�s blockbuster films. Even though Pixar isn�t financing those films they will get a respectable cut of the profits.

    Fortunately the list can go on an on; as a long term investor I know that my investment has an �Incredible� amount of potential. Next week �The Incredibles� releases nationwide on DVD and soon we will know how DVD sales are going. Frankly, I expect the first week numbers to be nothing short of �Incredible� and once it releases worldwide I expect the numbers could match or exceed those of Nemo. Of course, only time will tell.

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    • I sorta get a chuckle out of the "one-trick pony" analysis....

      Here are some more.

      Starbucks - coffee
      Microsoft - software
      Harley Davidson - motorcyles
      Cedar Fair - amusement parks
      Electronic Arts - video games

      Hell, looks like I've got a whole farm of these "one trick ponies"....

      Well...a balanced circus act I suppose.

      =============================================

      Why don't go look at the charts of those other "one-trick" ponies you just referred to.

      MSFT - Dead Money Stock
      SBUX - Down 35% YTD
      HD - Down $6 from it high
      ERTS - Down $20 in last month

      What's your point. Just because I said it's a one trick pony, does not mean I think it's a bad company. It's a great company, I just think it's STOCK PRICE is a little ahead of itself. If you disagree, then fine. Just don't tell me I have not done my research.

    • I sorta get a chuckle out of the "one-trick pony" analysis....

      Here are some more.

      Starbucks - coffee
      Microsoft - software
      Harley Davidson - motorcyles
      Cedar Fair - amusement parks
      Electronic Arts - video games

      Hell, looks like I've got a whole farm of these "one trick ponies"....

      Well...a balanced circus act I suppose.

      ------

      Outside of the "really big companies"..ala GE's and the like. Most companies are "focused on their key pony". You can call it a "trick", but many seem to be fooled by their earnings power and market leadership by staying focused.

      Even the "really big companies"...back at the core (many moons ago) - fell into your "one-trick pony" synopsis.

    • damn...you guys are right...I am going to buy this thing at any price...this is a damn great company...great movies...re-releases...everything is great...I am sorry...thanks for doing my research for me...and as you all say "Go PiXAR"

    • "Oh yeah...Renderman...the software program...is that the same software program that represents less than three percent of their revenue..."

      As I've already pointed out, it represented 4.64% of gross revenues last year. And, think about the genius of it. Renderman could be just a cost center. Instead, it's a revenue center. You obviously understand very little about Pixar.

    • Oh yeah...Renderman...the software program...is that the same software program that represents less than three percent of their revenue...don't tell me I haven't done my research...this is a one-trick pony and you know it...I have admitted that they have a wonderful product and gave reasons for why I think they are overvalued...those all are just my opinion...what have you added...nothing but attacks to a post of mine that was not even intended for you...so just keep on loving the stock you myopic loser

    • Obviously you haven't! Since you are clueless research the product Renderman.

    • Pixar has 3 primary revenue streams, which can be broken down further if necessary:

      1. Feature film / home video movie realese. This can be broken down to theatrical / home video. Home video (the back end) generates the most revenues.

      2. Renderman. This is Pixar's CGI tool. They do sell it to other studios and do have a group that maintains it. I do not know how big the "Renderman Sales Staff" may be.

      3. Library. These are movies that are available outside of the current release. This can be further broken down to character licensing for video games / licensing for clothing / licensing for toys and home video sales. In the near future, we could see deals for theme park licensing as well.

      Last year:

      273.5M Gross Revenue:
      Feature Film: = 55.87%
      Library: = 39.23%
      Software: = 4.64%

      Forgive any rounding errors.

    • Perhaps I am inordinately fond of Pixar. However, I have at least done my research which you obviously haven't from you reference to Pixar being a "one trick pony".

      ===========================================

      then please answer my question and tell me what else they do besides produce one animated film every 18 months...and I have done my research thank you...answer the question...tell me what revenues are not generated from film production

    • Perhaps I am inordinately fond of Pixar. However, I have at least done my research which you obviously haven't from you reference to Pixar being a "one trick pony".

    • Failure to research a company! The hint was in my original response so go and do the research.

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