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Zynga, Inc. Message Board

baggindabucks 27 posts  |  Last Activity: Jul 26, 2015 2:35 PM Member since: Jan 31, 2012
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  • Reply to

    CNBC app shows 78% of stock ownership by funds

    by foxhunt_55 Jul 26, 2015 10:46 AM
    baggindabucks baggindabucks Jul 26, 2015 2:35 PM Flag

    One more thing foxy, there was an amendment to the "change of control" provision in a recently filed 8k, this came on the hills of the disclosure by one of the funds (I believe it was Capital) that increased its holdings to a whopping 18%, to say the sharks are circling may be an understatement. Pinky taking it private may also be on the table, what's your take?

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 19, 2015 6:59 PM Flag

    I get your drift rossi, but I do know that Jenga & MGM have a significant edge over CoC and the candy games in downloads, there are no grossing numbers on these games but what would .you like to bet on what they're knocking down in ad revs? We only have excess to a limited set of numbers on what are multi-rev stream venues, not just in the US but internationally, the upcoming cc will shed light on just where Z's position is in the mix. One thing is for sure, I definitely like where Z is compared to 1 and 2 yrs. ago. Z is severely underpriced no matter how you slice it.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 19, 2015 2:06 PM Flag

    Interesting "dismal" comment Rossi, maybe your gameplay skills quickly exceeds that of the masses, because MGM is definitely making some big moves upward. It may just be a flash, but then maybe not, but it certainly deserves some credit for the moves it made in such a short period of time. Not only MGM, but most of Z's notable games seems to marching steadily on the incline, ZP and FVHS are especially encouraging imo.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 19, 2015 1:54 PM Flag

    Rossi, this is EXCELLENT, very good points and articulated very well. I sincerely hope you get to express them on the call, if so I can't wait to hear their reply. I agree, they obviously have a strategy in mind, I'm thinking they are very judicious about spending ad dollars unless they can more accurately gage the effectiveness. I do recall Pinky stressing how important targeted market "analytics" will be utilized in their strategy as apposed to the shotgun approach. In the grand scheme of things it makes sense because it took years of costly development to produce these products, I would want the biggest bang possible on any ad spend. GL, I hope you get a crack at them on the call.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 18, 2015 4:54 PM Flag

    Rossi.....why don't YOU ask the question on the call, give yourself credit, you are far more competent than a lot of these ANALysts imo.

    Sentiment: Strong Buy

  • Reply to

    zynga vs. king

    by mngtscrwdup Jul 18, 2015 12:55 PM
    baggindabucks baggindabucks Jul 18, 2015 4:50 PM Flag

    Good points mng.

    Sentiment: Strong Buy

  • Reply to

    market pulse blog?

    by baggindabucks Jul 16, 2015 1:12 PM
    baggindabucks baggindabucks Jul 16, 2015 2:57 PM Flag

    Yep, and that's not just for Z but all stocks.

    Sentiment: Strong Buy

  • baggindabucks by baggindabucks Jul 16, 2015 1:12 PM Flag

    Did Yhoo shut down the market pulse blog? Tia.

    Sentiment: Strong Buy

  • Reply to

    Still better to be long

    by rossipetraglia Jul 14, 2015 4:16 PM
    baggindabucks baggindabucks Jul 14, 2015 6:24 PM Flag

    Your voiced concerns were and will continue to be duly noted, obviously you have a knack for buying on the dips, I couldn't tell from the negative vibes you were sending out. Good job, keep up the good work and soon you will be joining my level of expertise on Z. GL.

    Sentiment: Strong Buy

  • Reply to

    Still better to be long

    by rossipetraglia Jul 14, 2015 4:16 PM
    baggindabucks baggindabucks Jul 14, 2015 5:12 PM Flag

    rossi my fiend you're finally getting it, this is exactly what I've tried to convey to you just a few days ago, if you would have loaded the boat at @2.63-ish (instead of crying in your soup, just sayin' - you said "griping":) like I'd strongly suggested, you would be sitting a lot prettier heading into the er cc, would you not? This is not rocket science, just buy when you smell the FEAR and you will do just fine.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 3:42 PM Flag

    hehe....thanks for the laugh arbuor...I know I'm just sooooo stoopid:-) hahaha I love it!!

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 2:58 PM Flag

    It has all of the markings of prepping for a sale, and with the funds recently loading the boat, its hard to disagree with you foxy.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 2:45 PM Flag

    .....running....whoa there good buddy, where did you come up with that $600 MILLION in debt assumption?? I almost fell off my chair so I went back and read the 8k again, sure enough Z only paid $1 to acquire, but only assumed $365,000 (that's 365 THOUSAND) in debt, and granted 1,250 million Z shares (or approx. $3 million). That's a loooooong way from $600 MILLION! There would have been a mutiny if it was for $600 Mil, feel better now?

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 2:02 PM Flag

    I agree exalhoa, the biggest problem I have with "0" is he NEVER mentions any of the Z "positives", I mean my goodness, just a "little" more balance could possibly make him a little more credible. He's very smart though, maybe he'll get it eventually, or am I engaging in a little "speculation" there?

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 1:54 PM Flag

    ...running, foxy, & rossi, you've all made valid points and pardon my "slightly" edgy response but hear me out for a second. I'm quite sure that a few or maybe all 3 of you feel you could run the co. better than pinky, and maybe you could but herein lies the rub. We (meaning all of us) have no idea what Z's game plan is in the "grand" scheme of things do we? We don't have a seat in the strategy room, so in light of that I'm suggesting we sit back "for a moment" and see where this is going, that's all, don't be so sensitive. Consistently barking out your discontent doesn't help either, does it? Unless of course you need that cathartic effect. You're correct, you don't have to agree with me nor I you, but losing composure over a ymb post is not very smart either, you are BETTER than that. Pardon me again, for being so "results" oriented (i.e. Q2 numbers), but that's how I operate, getting swayed by the moment-to-moment Thinkgaming rankings is not my modus operandi, however if it works for you, have at it. I'm sorry if I hurt your feelings and that justifies you for "ignoring" me, so be it. However I still intend to read and digest all of "your" commentary, even if I have to bare thru the whiny ones. GL but I see an awful lot of buying opp here and personally think most of you could benefit as well if you weren't so blinded and swallowed up in the sea of negativity. All imho of course, because you've been so gracious enough to let me express it. Cheers.

    Sentiment: Strong Buy

  • baggindabucks baggindabucks Jul 12, 2015 12:16 AM Flag

    Hey I got an idea, why don't you & rossi pack it in, take your bag of marbles and go home. It even make me weep a little bit to see you guys whining and crying so much. I'm a firm believer in the old adage that if you can't stand the heat then get out the kitchen, what do you think? In other words before everybody commits Z to roadkill let's pump the brakes for a moment and wait for the Q2 numbers, you can at least grant them that, can't you?

    Sentiment: Strong Buy

  • HIR could become top 10 in a matter of days. It's surged from the '30's to #14 just within the past 10 days, I don't know what Z has done in terms of upgrades but it's on a rocket ship now. Whats your take?

    Sentiment: Strong Buy

  • Reply to

    The good news is.....

    by theirrunning Jul 10, 2015 10:28 AM
    baggindabucks baggindabucks Jul 10, 2015 6:48 PM Flag

    sf....punditry punditry my how we are just full of it these days. At the end of the day, Z is doing quite well thankyou. Here's a brief recap for the doom and gloom sheeple of which I view you as a bonafide member. Hmm, where should I start? Well let's look at Z's trusted warhorses, WOZ and HIR, together avg $100k/day on iphone US alone, which does not incl ad revs which are substantial. Then there's EA which has stabilized and looks to resume it's climb back up, but $35k /day "aint" bad, and this puppy was really not incl in Z's Q2 guidance, but voila! (Or "holla" as you would say). it's a solid contributor. Oh and let's not forget our good friend ZP, take another look if you haven't done so recently, it's gaining on you at warp speed. And then there's JENGA, this one is quietly becoming one of the top overall DL leaders in the world, hmm I wonder what that's bringing in as far as ad revs? Alas there is FVCE, FVHS, CSR which have been awaken and shaken from the doldrums, I won't even mention DOT, PvP, and the plethora of other avenues at Z's disposal, and you guys are whining and crying like babies at this $2.65 gift? We've been here before my friend, and I seemed to have prevailed every time. I assure you it's not because I'm such a genius (but who knows?:-), it's more like "common sense" and the gonads to capitalize on the fears of the doom-and-gloom-weak-kneed-whining-crying sheeple. One last word for you sf.......Holla!

    Sentiment: Strong Buy

  • Reply to

    Odonnell

    by plausible_boss Jul 2, 2015 1:44 PM
    baggindabucks baggindabucks Jul 2, 2015 3:12 PM Flag

    plaus........"pause" for a moment, what are you trying to say????????

    Sentiment: Strong Buy

  • It's off $50 from its 12 mo. high of $108.00 or a loss of $11 Bil in mrkt cap, this is a prime example of what could happen when attempting to steal ip that doesn't belong to them. The carnage is picking up steam, they need to settle this and get Ulltradimm back on the market. The revs generated by this product could at least offset some of their other problems, which are mounting.

    Sentiment: Strong Buy

ZNGA
2.48+0.01(+0.40%)Jul 31 4:00 PMEDT