People I have spoken to who know about kids/teenagers electronics tell me they hear that it will be above $2,000,000 units sold for 2011.
They say that an addititonal analyst strong buy recommendation is forthcoming. I feel that at this time it is Pure conjecture in my opinion but I do feel very positive about LeapFrog and expect to see it hit the 6's by Dec 2011.
LF is acting very well technically.
If Amazon is out of stock that's a good sign.
Comments are appreciated.
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I took the liaberty of posting some of Superstockhunter’s quotes in a recent thread which are thought provoking and I think on the mark.
Superstockhunter’s comments are listed below:
He sees “2 to 2.5 million units in sales of LeapPad explorer by the end of year 2011
By the end of last year, Leapster probably has sold more than 8 million units worldwide since the toys’s inception.
One important thing to remember is that LeapFrog this time is launching LeapPad well ahead of Holiday season. In fact Leapfrog is launching LeapPad even before back to school season. So I think there is plenty of time to build market awareness and demand to ensure strong sales for the Holiday season.
None of the many adult tablet makers caters exclusively to children. LeapPad has that market virtually to itself
The U.S. educational system is in shambles and parents see LeapPad less as a toy and much more of a neccessity in order to improve their children's chances for success.
Stocks typically rise 6 mon. in advance of positive news. The current price of LF "has not" priced-in the 2.5mil units estimate.
My prediction is $533 million in sales for LeapFrog in 2011?
Award winning product, substantial media coverage, great fanfare, major LF brand awareness--and not least, potential suitors that take notice and may want to snatch-up LF before it gets too expensive.
During the conference call, LF management keep downplaying the possibility that LeapPad explorer is a breakthrough product this year, because of key components supply constraints.
When asked if they projected selling 2 million units, management side-stepped the question. Is this a sign of them being conservative with their forecasts or do they really have issues with supply due to key component shortages like they suggested?”
Superstockhunter, What import does this have?
How many were produced and sold so far?
How many do you estimate they can make per month?
Why have Walmart and Target not received any yet?
Is this done on purpose?
Would you expect a company PR soon?
Could you start a new thread with your answer with ane eye-catching heading to get new readers to review?
Thanks in advance.
Filed under Venture capital
Tiger Electronics founder invests in startup
By Becky Yerak
Posted Feb. 25 at 10:57 a.m.
Chicago-based Media Chaperone, developer of a free Facebook application that helps parents manage their children’s Internet gaming use, said it has raised $1 million in its first venture capital backing ever.
The investor group is led by Northbrook-based Leo Capital Holdings, which focuses on youth-oriented technology companies. Leo’s managing partner is Randy Rissman, who founded toymaker Tiger Electronics and in 1998 sold it to Hasbro for $335 million. Rissman will join Media Chaperone’s board of directors. Leo’s other investments include Chicago-based GrubHub.com.
Media Chaperone’s app is called Piggyback, and it enables parents, in real-time, to get an overview through their Facebook account of how their children are using online gaming sites and social networks, and to manage entertainment spending, including adding monies for tokens.
“As tweens spend more time online, Piggyback fills a void that allows parents to create a deep level of interaction with their children in the Internet space,” Rissman said in a statement. Research indicates that children between the ages of 8 and 12 influence $150 billion in parental spending each year, said Media Chaperone, which was founded in 2009.
This type of appointment is often a prelude to a buy-out!
Read after hours Press release below:
EMERYVILLE, Calif., Aug. 15, 2011 /PRNewswire/ -- LeapFrog Enterprises, Inc. (NYSE: LF) announced today that Randy O. Rissman, has joined the company's board of directors effective on August 11, 2011.
"Randy has more than 30 years of success in children's gaming and entertainment, and will bring additional expertise to the company and the LeapFrog brand," said William Chiasson, LeapFrog chairman. "His appointment comes at an exciting time as we continue to develop innovative high-quality products that provide engaging entertainment experiences incorporating proven educational curricula."
Mr. Rissman was chief executive officer of Tiger Electronics, Inc. from 1978 to 1998, an early pioneer of children's electronic gaming he co-founded and which was purchased by Hasbro, Inc. in 1998. Mr. Rissman is currently managing director of Leo Capital Holdings, LLC, a venture capital fund he founded in 2000, which makes early stage investments in technology and media based companies focused on consumer content and mobile applications
Thanks for all your detailed postings concerning projected sales of the new Leap Pad.
When do you think there will be feedback as to how today's release went. Will the company release sales numbers or an independent rating firm or both?
I too am very optimistic about this new device.
I would hope to see a favorable enthusiastic analyst report come out soon with strong buying to follow!
I agree with you completely. Today, Roger Altman, former Asst Sec of Finance and head of Evercore Partners,a Private Equity a leading independent investment banking advisory firm that advises on many takeovers and private equity deals said on Bloomberg TV that the IPO market is dead for now. He stressed as a result of so much cash out there and the stock market in dire straights, that there will be more PE deals and lots for cash.
TA is too small for any prominent PE firm to consider but TA plus HPT's assets that are leased to TA are worth over $2 Billion and would only be sold probably for a combined value of $3 Billion. In September 2006, HPT agreed to acquire TravelCenters of America, Inc. from a group of private investors led by Oak Hill Capital Partners in a cash transaction for approximately $1.9 billion so I am sure you can see what a PE firm would have to offer. As many know HPT after the acquisition had to spin off TA as a separate entity so that HPT would not lose its tax status as an REIT.
What TA shareholders would be offered is conjecture but I would have to assume around $12 per share. Why? Because TA is the peanut worth around $100Million market Cap but a buyer has to buy the Siamese twins, that being TA and HPT assets of Travel Centers that are leased back to TA. I am sure there are interlocking agreements where HPT needs TA’s approval to sell and vice versa.
The size of that deal is a sweet spot for Private Equity firms who are looking for cash cows which represent the combo of HPT and TA.
Of course there could be some public company that may find TA/HPT attractive and make a bid but I cannot speculate on who that could be.
You heard on the CC today that TA is one of two companies that are part of a oligarchy. There are no other significant competitors other than Pilot/Flying J (a Private Company).
Private Equity loves this as do types like Warren Buffet. High barriers to entry with no possible competition.
I still am hearing from an investment banker that Travel Centers is being eyed for a takeout by Private Equity as part of a two-pronged play.
First, Private Equity would have to purchase Hospitality Trust’s TA assets now being leased back to TA and then buy all of TA via a tender offer at a very attractive price to us shareholders since TA is the only entity that can manage and grow the business.
This deal is very possible, since when both pieces are reunited again, the combined business represents a cash cow which Private Equity loves. Going private and then coming back to the market via an IPO a few years later is their style.
TA should never have been dismembered in the first place.
Furthermore, HPT from what I hear, wants to expand its core business of Hotels and their management and in many ways TA is the odd piece yet a very profitable asset to sell. This allows HPT to just concentrate on Hotels. The sale of TA’s underlying properties held by HPT and leased to TA would give HPT Billions to buy distressed hotel properties.
TA has been a thorn in HPT’s side since many of us still believe that the HPT/TA relationship is “not “at arm’s length” and we will never rest with the situation at hand.
From Todays Motley fool
Get a backbone
Home networking chipmaker Entropic Communications has made it easier for consumers to effortlessly connect their electronic devices to the Internet. With analysts at DisplaySearch expecting the 60 million connected TVs this year to mushroom into 500 million in 2015, investors are looking for the fabless semiconductor company to reap a lot of the business.
Motorola Mobility (NYSE: MMI ) accounts for 17% of 2010's revenues and partnerships with services providers like Verizon (NYSE: VZ ) and DirecTV enable Entropic to facilitate the delivery of multiple streams of HD video and other multimedia content throughout the home.
CAPS member mdea thinks the ubiquity of connectivity means Entropic will generate big gains in the future:
DVRs have become as normal as PCs and with the ability to record once from one DVR and view from any room is a step in the same direction. ENTR has it's finger on the pulse in this arena and will reap the benefits.
Analysts are expecting earnings to more than double from the year ago period on a 60% increase in revenues, with profits up 42% for the full year. But some investors are betting on a miss as more than a third of the stock's shares are sold short. Look for a short squeeze if they meet or beat expectations
Short Squeeze Stocks That Can Create a Rocket Portfolio by: MyPlanIQ July 14, 2011
From Seeking Alpha at 9.40 today
| about: CSTR, EBIX, ENTR, FSLR, GMCR, SODA, TZOO
Brian Stoffel of the Motley Fool points out that a short squeeze -- a heavily shorted stock that has positive news can induce stocks to rocket up -- another path for a rocket portfolio.
On Aug. 25, 2010, Green Mountain Coffee Roasters (GMCR) was:
Sporting a P/E greater than 50.
Seeing its stock reach record highs, having gone up over 300% in the previous two years.
Was being heavily shorted.
Clearly, this was a stock to avoid, right? Wrong. The stock is up 190%.
Two key things to look for:
Innovation wins out.
Heavily shorted stocks can jump on any sign of good news.
He then points out these six innovative companies currently attracting a lot of attention from short-sellers, as well as the percent of their available shares (float) being shorted.
What They Do
Short % of Float
Entropic (Nasdaq: ENTR) Connects your home's electrical devices 33%
Soda Stream (Nasdaq: SODA) Soda-making machines for the home 30%
Ebix (Nasdaq: EBIX) On demand e-commerce solutions for the insurance industry 32%
Travelzoo (Nasdaq: TZOO) Travel and local deals 45%
First Solar (Nasdaq: FSLR) Solar power 39%
Coinstar (Nasdaq: CSTR) Redbox DVD rentals and coin-counting machines 37%
Reluctantly I put you on ignore. You are wasting a lot of peoples time. An occasional joke is fine but you should consider just pasting constructive info and debate.
Anonyimity lends itself to posts like yours. Too bad you inititally posted valuable info and got people to did deeper. Not they may turn away and not be buyers as I am.
I spoke with Ben and also with someone from management recently.
They answer most questions where the can stay within the guidelines but a proper series of questions and follow-ups gave me a very warm feeling. So I doubled my position.
I believe broker A buys and Broker B sells and vice versa during many days and get to pick up stock cheap. You will often note that sells are at the market and they can take it down 1% in a few seconds.
Some have picked up cheap stock since the secondary taking out stop orders and scaring the weak to sell.
I think we have a winner here on several fronts.
Of course we will be the last to know along with the rest of the John Q Public. But some know more than most on Wall Street (it's not always a fair game on wall street) and the price action is in the right direction.
As we both know, one press release properly timed can cause this stock to run up very very fast.
Hope we all make money.
Good luck to you.
I posted what was relayed to me from a trusted source who has been right a lot more than wrong.
But it all makes sense to me except the point you raised about the secondary. The secondary proceeds were used to pay for the recent property purchases.
The infusion of capital also allowed for a higher credit limit for the future.
When it may have been decided to possibly go private is unknown. Maybe its a recent conclusion of management. Maybe the secondary was a way to lower the price of the stock to buy at a cheaper price later on.
But your perception as well as mine holds no importance with O'Brien or HPT.
I bought the stock as a turnaround and after the secondary when the price got a significant haircut.
I did not buy the stock for a buyout but if it does come to pass I will tender my shares for the right price.
I trust my source but cannot call him infallible.
Bottom line is I like where TA is positioned and the price trend. Although volume is scant I like the direction.
This stock can be easily manipulated. But for management to make money they have to perform and increase EPS and I believe we will see it and if they feel so strongly maybe they want 100% of the company to reap more rewards. It is far from impossible. And the hypothesis makes sense when considering we are talking about a company at a $100 Mil Mkt cap.
Expect these points as part of Aug 8 TA Earnings CC:
Trucking traffic and non-fuel sales better that company had projected
Big beat over Morgan Keegan projected Qtrly estimate
How well recent purchases has been integrated and what can be expected down the road
Increased Line of Credit Facilities at attractive rates
Planned acquisitions which will rock
Significant increase in Guidance by company
Increased PPS projections and EPS future estimates from Morgan Keegan
New broker analyst following TA with rosy projections in EPS and expected PPS
I have heard from more than one Wall Street TA knowledgeable individual that TA management feels the burden of SEC compliance is not worth the benefit of being public for a 100Million Mkt Cap company. They also feel that HPT and Tom O’Brien do not like being in a fish bowl in terms of always being second guessed by stockholders concerning the TA/HPT relationship vis-a-vis arm’s- length transactions. Going private would make things so much simpler.
They feel that there is a high likelihood of a management buy-out of TA which will inure to us shareholders in terms of an attractive price.
TA is up 25% over the last 10 days.
Since bouncing off the bottom of $4.39 on June 17th , TA’s stock price has been steadily moving up almost each day usually closing near or at the day’s high which is a very good technical sign.
If insiders know something that has been whispered, the direction of TA is telling us that it’s good news with guidance and Morgan Keegan’s forecasted numbers exceeded.
There are also possibly more acquisitions coming , but this time with debt used for funding.
I also believe, as mentioned yesterday, that Travel Centers is a good candidate for a takeout by Private Equity.
PE would have to purchase Hospitality Trust’s TA assets that are now being leased back to TA and then buy all of TA via a tender offer at a decent price (to us shareholders) since TA is the only entity that can manage and grow the business.
This deal is very plausible, since when both pieces are reunited again, the combined business represents a cash cow which Private Equity loves. Going private and then coming back to the market via an IPO a few years later is their style.
This is purely my speculation but stranger things have happened. TA should never have been dismembered in the first place.
Furthermore, HPT from what I have gathered wants to expand its core business of Hotels and their management and in many ways TA is the odd piece yet a very profitable asset.
TA is also a thorn in HPT’s side since many of us believe that the HPT/TA relationship is “not “at arm’s length” and we will never rest with the situation at hand.
Watchthedow, I think your predictions have a few more believers since you posted your estimates.
Price movement of late is indicating that TA will be beating guidance handily.