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Hudson City Bancorp, Inc. Message Board

afewminutes21 32 posts  |  Last Activity: Jul 6, 2015 2:01 PM Member since: Oct 14, 2011
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  • I received the following reply (from ir at dangdang) a couple of days later:

    "Thank you for your kind and detailed email, and your continued support
    and optimism. Your suggestions are clearly well thought out and
    appreciated. And we are indeed considering or progressing along many of
    the lines that you suggested. We will be sure to keep our shareholders
    informed on any and material developments in the future.

    Thank you again for your continued support. And we do very much appreciate your feedback.

    Sincerely,

    Dangdang Investor Relations"

    Sentiment: Strong Buy

  • By increasing content on your e-reader app, through cooperative deals such as your recent one with Trajectory, and through development of your self-publishing platform, you are ensuring that the number of users and the time that they spend on the app continues to increase, making your app a potentially huge generator of advertising dollars and a valuable tool to increase traffic to your e-commerce site. I hope that you are actively preparing to monetize your e-reader app thusly, and I hope that we see press releases from you on this subject soon. We stockholders are truly starved for DangDang press releases and would be very
    pleased to hear some updates between quarterly earnings calls about your business strategies and performance.

    Best Wishes,

    Sentiment: Strong Buy

  • Dear E-Commerce China DangDang Inc. Management,

    I have been a DangDang stockholder for several years, and while I have been quite disappointed by the share price, I like your responsible management style (large cash reserve, investment in warehouses, no debt) and the general direction of business performance (increasing sales revenue, increasing active customers). Therefore, I remain optimistic that your stock will ultimately outperform the market.

    Most interesting to me is news of growing traffic to your e-reader mobile app. In your May 2015 conference call, Executive Chairwoman YuYu noted that “monthly active users increased about four times from year ago levels” on this app, and that DangDang is “making enhancements to our e-reader app designed to ingrain DangDang into our customers’ reading habits.” Furthermore, the Chairwoman stated that DangDang’s “newly launched original content app offers fresh and appealing content and allows readers and authors to interact with each other via popular social networking platforms”. This in turn “steers light readers to more in-depth content on the topics that interest them the most, offering additional opportunities for monetization.”

    While you did not elaborate on your monetization strategies, the two that came to my mind involved advertising. I’m sure you’re aware that a popular mobile app can generate huge profit when monetized by advertising. Facebook’s mobile app, for example, which averaged 1.25 billion monthly active users in the first quarter of the year, was responsible for generating 73% of their entire advertising revenue, which worked out to 2.42 billion dollars for the quarter. Of course, DangDang can also advertise its own e-commerce site on the e-reader app to drive customers to purchase general merchandise from DangDang.

    By increasing content on your e-reader app, through cooperative deals such as your recent one with Trajectory, and through development of your self-publishing platform, you (continued)

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Jul 2, 2015 6:27 PM Flag

    Everyone who piled in thinking DANG was about to go private figured out that they were wrong and bailed out, now we're back to level of volume and share price before the rumors started. DANG's e-reader app is really starting to cook, it's going to turn it all around for DANG - when going on the app becomes part of China's mobile community's routine, advertising on the app for merchandise on DANG's e-commerce site will drive readers to buy buy buy. VIPS down 8% today, already making room for DANG, which will quickly grab market share and become the industry's new dominant player

    Sentiment: Strong Buy

  • Reply to

    Sony Wikileaaks info "Apollo Rising"

    by rickn23 May 9, 2015 6:10 PM
    afewminutes21 afewminutes21 Jun 29, 2015 2:49 PM Flag

    Awesome, all things considered I rate this as "progress." Thanks for the post. Single-digit me used to buy Marvel's "Werewolf by Night" comic book off the rack in the 70s, and I had the 45rpm record with the read-along comic too.

    Sentiment: Strong Buy

  • Reply to

    picked up a nice chunk of shares

    by prestontrevor Jun 29, 2015 9:40 AM
    afewminutes21 afewminutes21 Jun 29, 2015 1:50 PM Flag

    Even if they don't make a dime off e-book sales or subscriptions, that e-reader app is gold if they continue to increase number of users and time spent on the app - One: they can sell advertising like Facebook does on their mobile app and Two: DANG can put their own ads up on the app to drive readers to their e-commerce arm to buy more stuff from them. Result - advertising revenue plus sales revenue.

    Sentiment: Strong Buy

  • Reply to

    Probably Not Going Private

    by afewminutes21 Jun 22, 2015 11:44 AM
    afewminutes21 afewminutes21 Jun 23, 2015 11:50 AM Flag

    I'm sure he thinks he can get there a lot faster (and so do I, assuming they play the monetization of the e-reader app correctly) and it isn't Morgan Stanley's ego driving things, it's Li's. I also doubt MS cares, but this is Li's vendetta. I'd be surprised if he doesn't keep DANG public.

    Sentiment: Strong Buy

  • Reply to

    Probably Not Going Private

    by afewminutes21 Jun 22, 2015 11:44 AM
    afewminutes21 afewminutes21 Jun 22, 2015 4:54 PM Flag

    I think Li is the kind of hard head who will stay public long enough for the stock price to rocket so he can rub it in Morgan Stanley's face

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Jun 22, 2015 11:44 AM Flag

    Article today in Barron's Asia by Shuli Ren - "More likely though, Chinese e-commerce companies won't pull Qihoo on us, because they want to be on the international stage to promote their cross-border e-commerce platforms. Being listed in New York gives them corporate access to U.S. brands and small-to-medium enterprises."
    Personally, I doubt Li is interested in going private or in selling, he's a fighter and he wants to prove he was right when he said Morgan Stanley priced DANG's IPO too low. I think he's going to hang in as a publicly traded company on the US exchange and monetize the e-reader app to boost revenue.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 19, 2015 4:06 PM Flag

    Sounds like good news to me

    Sentiment: Strong Buy

  • Reply to

    Friday +++13$

    by buywheneveryonehasfear Jun 18, 2015 3:43 PM
    afewminutes21 afewminutes21 Jun 19, 2015 11:34 AM Flag

    I would like to see a fight between Molly Ringwald and Andrea McArdle streamed on DangDang's e-reader app. Big advertising dollars right there, and more customers driven to the e-commerce wing.

    Sentiment: Strong Buy

  • Reply to

    Friday looks like a

    by nolic1944 Jun 18, 2015 4:22 PM
    afewminutes21 afewminutes21 Jun 19, 2015 10:27 AM Flag

    How do you gentlemen feel about the revenue-creating potential of DANG's popular e-reader app?

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 19, 2015 9:19 AM Flag

    Li is a maverick and a hard head, so I think he'll buck the trend and stay public. He wants to show Morgan Stanley that he was right and they were wrong and will stick it out till the stock price goes through the roof, which admittedly could be awhile. But I think if DANG properly exploits their e-reader app they've got a good shot.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 17, 2015 11:04 AM Flag

    Great analysis. I hope to see them stay public and use the e-reader app to bring in advertising revenue and to drive readers to their e-commerce arm. They've got the logistics in place, now they just need customers. Yeah, the website looks odd to me too, but maybe that plays well in China. I didn't find the advertising in that city in Blade Runner appealing either, but hey, different culture.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 16, 2015 9:53 AM Flag

    Terrific, I hope they don't go private so we are able to see this "expansion" have a positive effect on share price.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 16, 2015 9:49 AM Flag

    Look, if you went long on DANG above 9 or so you do not want them to go private now because 9 or 10 if you're lucky is about all you'll get, and this is not a bidding situation where higher offers are coming in, so give that dream up. You want to wish for some unlikely motivating factor or factors that will lead management to keep the company public like 1) Ego - "I'm going to show Goldman Sachs that this company was worth more than 16 at IPO! When we start monetizing our e-reader app, revenue is going to go through the roof and the share price will explode and everyone will see that I was right all along!" 2) Goodwill Toward Shareholders - "Gosh, I really feel bad for all those shareholders who have been long since 2010, instead of taking the company private now, we'll stay public while we monetize our e-reader app and then the longtime sharehholders can share in our success." 3) Obliviousness - "What? What do you mean everyone's going private? We're busy trying to monetize our e-reader app, stop bothering us with nonsense, we're trying to elevate revenue and share price here!" As I said, Unlikely Motivating Factors. Could happen though. Let me know if I've overlooked anything.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 10, 2015 11:40 AM Flag

    Listen to lawyerkill, you do not want this to go private now if you think the stock should trade at $30. If they go private now, we're looking at a payout of maybe 10 bucks a share, very bad for stockholders, very good for management - they'd be getting it back cheap and we would be permanently screwed.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 9, 2015 3:28 PM Flag

    Have you heard a timetable for that? Shanghai, I guess, or HongKong?

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Jun 4, 2015 3:04 PM Flag

    Thanks for the great news round-up, real. DangDang is wisely working to draw more users to its mobile e-reader app to 1) make it both an attractive place for advertisers to pay to have their ads viewed by a large audience AND 2) to use the app as a marketing tool to redirect readers to the DangDang e-commerce site. Forward thinking management.

    Sentiment: Strong Buy

  • Reply to

    Bank Account VS Loss

    by ggb444 May 28, 2015 8:46 AM
    afewminutes21 afewminutes21 May 28, 2015 10:17 AM Flag

    Congratulations on a successful lifetime of investing. I hope that our investment in DANG will ultimately buy us each an Oceanside home

    Sentiment: Strong Buy

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