I was an investor last time LF dipped below a dollar years back. Tax loss selling and mutial fund window dressing could have some drastic effects while often temporary. LF market cap then fell below cash but did not run out. The time to buy is uncertain with the main selling ending anywhere from the first to the last of December. Tax loss selling and window dressing is not done rational after the drop we had this year and there is no bottom. LF should be back with much more than the current market share in cash by the quarter after the holiday and management projects to stiill have a cash flow positive next year. The company sounded like they were going to burn close to their entire cash position by the current quarter in a call a few quarters back. From the CC it looks like the company will outshoot that and go 30 million in debt. There was not enough positive points from the last call to offset tax loss selling as it sounded like more of the same which has been proven unsiccessful quarter after quarter so I sold out of my position and will be coming back later. LF will probably drop its bottom at least one more time before the end of the year and be an amazing play for the January effect. I hate those that call out a pathetic price like a quarter but who knows. Im pretty sure LF will trade over a dollar in January. I just hope the strategic financing etc to increase shareholder value is looking for a company to sell the brand to and not dilution and raising cash. Many public companies start with good words thinking about looking to get aquired and make investors money but end up in raising cash though dilution and the stratedgy only provides to keep unsucceffsul executive salaries funded longer. Who knows but LF is much more risky short tern through the end of the year.
Amazon has to start ordering more Leap TVs if the $59 price sticks. Jumped to around the 100 top seller list with the Nov 7th shipment already sold out and the next shipment expected Nov 11th.
Looks like the LF strategy is to sell a bunch real cheaply to jumpstart the demand for games and accessories. Good way to sell off inventory that could otherwise sit. We could see some good numbbrsnumbers over theholiday. Its anyones guess on the current quarter. I saw a leap tv ad today while my daughter was watching disney jr.
Leap products must have been promoted today on the today show or something like that. Leap TV is almost sold out (only 11 left) on amazon and epic is about to break into the triple digits top gainers. Anyone figure where the promotion took place. Epic is not heavily discounted and the sales numbers jumped substantially as well.
Leap TV up to 296th best selling toy and game at amazon. Did they just start an ad campaign? Leap Epic moved to 1270 and a bunch of other product jumped substantially in the best sellers lists at amazon. Something big is going on
Leap TV from 10000 or so top seller at amazon to 342. I guess they are going with the razor razor blade model.
Leap Epic hangs around 1738 in top toys and games. Top of a few categories though
Looking good for a bump
How come "insert analyst here" even if they are negative says the downside risk is hedged by a potential buyout. Those saying its not going to happen are just as much in left field as the ones saying is will. Anyone else who says it could is closer to home. I'm just saying
Take leapfrog back 6 months. 2.05 was the ceiling that LF dropped from. It is also where leapfrogs fair value is on an acquisition starts from. No one would be able to acquire the stock at less than 50% from there and expect success. The past 6 months was cooking the books at any price by mutual funds created a fake opportunity for retail investor depending on your take. Insiders cant buy if they know an acquisitions about to happen so don't look at that avenue. I think we see amazon coming in and buying this thing out sooner than later. Next year we can expect profits again which would bring much higher prices don't expect an aquirer to wait until then.
Think about how valuable leapfrog's brand name and educational product development team would be in the right hands. Amazon could even pull product off of major retailer shelves and make it a strictly Amazon product. The next teir of strategy is to have only found here product. Kind of the fight that is going on with Netflix and Amazon prime which allows for premium pricing. Pull it, pump it with advertising, and sell billions in product where LeapFrog could only sell hundreds of millions. LeapFrog is better than free for an acquirer the main cost would come from the costs of ousting the incumbent management team.
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Still waiting on ICAD.
ADEP had a move up like ICAD is seeing right now and then a quick +60% overnight.
One of these days I'll be posting the same about ICAD on another board.