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Jamba, Inc. (JMBA) Message Board

beprepared4infinityandbeyond 24 posts  |  Last Activity: Apr 29, 2016 2:51 PM Member since: Feb 22, 2000
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  • beprepared4infinityandbeyond beprepared4infinityandbeyond Apr 29, 2016 2:51 PM Flag

    This company could be huge if given enough time to grow. You are right; any of those names coul take Cvent to the next level and there would be a certain amount of synergies. Unfortunately, it probably isn't going to happen. The only hope is that the purchase does run to the end of the year. That's a very long time for a purchase so anything is possible.

  • Reply to

    quarterly out

    by bot_feeder Apr 27, 2016 4:21 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Apr 27, 2016 4:30 PM Flag

    There have been a lot of new deals announced this quarter and many of those will result in much bigger orders... This isn't a story of last quarter so much as a story of what is coming... The CEO should have more to say about forward guidance during the earnings call; until then, sit tight.

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Apr 4, 2016 4:12 PM Flag

    And they point out Activision's performance during Vivendi's final years of owing Blizzard as poor management? LOL, poor management is a team that lets their stock (Gameloft's stock) fall from over 8 euros (late 2013 / early 2014) all the way down to below 3 euros (early 2015)... Vivendi noticed a talented set of engineers, a valuable library of products and started buying shares in the fall of 2015 for an average of around 3.5 euros. Their interest in Gameloft is the only reason the stock has over doubled since then. I truly thought that management was intentionally letting their company's share price fall because they wanted to take it private on the cheap (a disservice to all shareholders). The family has kept upper level management and the board all-in-the-family so until Vivendi entered the scene there was no one that could argue with them if they wanted to take the company private (on the cheap). I am thankful that Vivendi finally stepped in. Investors don't like nepotism and I'm sure employees aren't crazy about it but it is a way of life for Gameloft. The best thing that could happen for investors and employees would be diversification of management and that isn't going to happen without a proper takeover.

    Personally, I just wish that Vivendi would get things over with and make a proper offer for the company. Game loft has traded as high as 9.5 Euros per share but only averaged around 8 euros when things were running well. They have quality assets, quality engineers and lots of potential at a time when mobile devices continue to pave the way for the future. In my humble opinion, no one would be able to reject an offer of 10 euros per share or something close to that. The current and prior offers by Vivendi aren't taking into account the potential that everyone sees or offering enough for the assets that are already there. When Activision bought King Digital they bought teams (that are half as good as Gameloft's), but also some top products.

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond beprepared4infinityandbeyond Mar 23, 2016 2:07 PM Flag

    This is the year that VR becomes a reality and it could help many companies. People will need better stronger CPU's, and GPU's. Gaming companies will need to up their game. Hundreds of new startup with thousands of new jobs will be born. I don't normally play a lot of games, but even I want one of these (especially the Vive). Over the weekend I got an opportunity to try a cliff climber type game and it really transported me into a new reality. Full immersion into new environments could almost be seen as therapeutical for some and will give some folks the opportunity to travel ago without leaving home (I'm thinking of my 87 year old father here). The gaming aspects are unreal and will be fun for folks of all ages. Many years ago the WII took off because it was unique, fun and different. This is lightyears ahead of that many will want to join the fun (albeit only if they can afford to). I highly recommend checking out the videos on YouTube that show gamers reviewing the Vive. It's an incredible system and so much fun. The cost is going to be a problem for many so the early adopters will grab it this year and the rest will follow in the fall as Sony releases their products.

  • beprepared4infinityandbeyond beprepared4infinityandbeyond Mar 23, 2016 1:49 PM Flag

    I went to two different panel discussions in San Jose over the weekend and in both there were many topics discussed including VR. One of the speakers was Steve Wozniak (in both) and he talked extensively about VR. In essence: it is going to be big "very big" and 2016 is going to be the year of VR with many years of growth going forward. Later in the day I got to try the HTC Vive and after a five minute demo I was hooked. This year I'll be upgrading or buying a new computer and a VR headset / or gaming system. I believe that any of my friends or neighbors who try it would do the same. It's just that impressive! I don't see this dropping into the 20's any time soon unless they undergo a 2 for 1 split this year or a 3 for 1 split next year.

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Mar 15, 2016 2:38 PM Flag

    Many this year and now add another Indiana Jones for the future!!!

    Sentiment: Strong Buy

  • Reply to

    needham/alex henderson

    by p1turbo2003 Mar 14, 2016 12:21 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Mar 14, 2016 2:05 PM Flag

    I suppose that, in some ways, the fact that insiders started holding their shares after June of last year indicates that they see a good future... Sometimes people have too many shares and are fearful of buying more. Holding can be just as big a sign as buying; especially if insiders have a record of taking a little off the table over time. Of course, I'd live to see insider ownership grow above 2%.

  • Reply to

    needham/alex henderson

    by p1turbo2003 Mar 14, 2016 12:21 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Mar 14, 2016 1:59 PM Flag

    I believe that this will reach $25 but would certainly have more faith if insiders started to purchase shares down at this level. They know the company better than anyone else yet currently hold only 2% (according to yahoo). If I worked at a company like this, and if I had faith in the pipeline, then I certainly would be a buyer just as soon as my trading window opened up. Then again, it's easier to say that than to do that...

  • Reply to

    Fast food and oil

    by burgerbuyer Feb 8, 2016 5:18 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Mar 1, 2016 3:34 PM Flag

    Lots of restaurants have benefited from low fuel prices. I'm pretty sure that the Habit will be no exception and that their numbers will reflect an America that can afford to eat out once again. The shorts here are riding on a coiled spring that could send the price soaring after earnings. Even if not then, then perhaps after the conference call as the CEO will be able to point out that low fuel prices have helped the industry and are expected to help during the upcoming spring and summer months.

    Baseball season for little league opens up again this weekend and kids are in a Habit of eating out after games :)

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Feb 24, 2016 1:47 PM Flag

    Time to see if they are ready to hold on or if Vivendi will buy the company. What I see when I look at this company is a company that has a huge set of talented developers and support staff that is in the right place at the right time. Anyone who is planning to build gaming apps, anyone who is planning to build VR apps, anyone who is targeting the mobile platform could stand to benefit from acquiring what the brothers built. I don't believe that anyone should sell for less than 8 euros per share. With that said, if Vivendi makes an offer for 8 euros or more then they will have my vote. The brothers that control this company let it slide from nearly 8 euros a two years ago to near 3.. The point where the savvy investors at Vivendi took notice and started buying. If the brothers had the best interest of shareholders in mind then they would have been using company funds to buy up shares; instead they built up their own cache of shares while the price was low. The last two years were a time when mobile devices and apps were on fire so why did Gameloft shares drop so much; all I can think of is poor management. A strong management team is diversified; the Gameloft management team is all in the family. Perhaps they have good reasons why their shares fell so much while the market was on fire. Personally, I was beginning to wonder if it wasn't a plot to take it private at a low. On that note, I have many shares invested here at 8 euros so I'd like to be made whole. If Vivendi makes an offer for 8 or more then they have my vote. If the brothers make an offer for 8 or more, I won't love it, but they will have my vote. FYI, I truly think that this company should be worth billions right now; it's not there because of earnings. I'd like to know why management wasn't able to do better for investors. If the company is going to be sold, hopefully they will shop it around and offer it up to all. I'd certainly like to see investors have something real to show for their investment

  • beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 23, 2016 1:38 PM Flag

    Companies like Intel buy up companies like InvenSense as a regular course of doing business. When a company like InvenSense becomes this cheap it becomes a takeover candidate... if not for Apple or Samsung then perhaps one of their competitors. Regardless, it doesn't make much sense to dwell on it too much at this time. If or when a takeover bid comes then we'll see the price start to run and most will have no clue as to why. Once it's public it won't be too late but the best gains will have been had. I'd say any run over $10 would be a good sign that something is in the works. Until then, it's fun to watch and speculate but not really worth worrying about (even if you are short). One other clue, when/if something is up, would be either a rash of insider purchases or sizable positions (5% ++) being acquired by others.

    I believe that we'll see something positive happen here in 2016 but that's just my belief... Time will tell if I'm right. I'd like to see any takeover bid occur at more than double today's price. Again, time will tell if I'm right. :)

  • Reply to

    They made one big mistake...

    by rumorwhisperorbuzz Jan 22, 2016 1:26 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 22, 2016 2:40 PM Flag

    cashback, are you also aware that some of the other big owners of Zoe's shares include: Morgan Stanley, Prudential, Franklin and BlackRock. You desire to purchase in the teens sounds a lot like a pipe dream, but best of luck to you. One way or another, I'm guessing that the $20's will soon be history. :)

  • Reply to

    They made one big mistake...

    by rumorwhisperorbuzz Jan 22, 2016 1:26 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 22, 2016 2:35 PM Flag

    Any thoughts as to why Miura and Miura related entities have purchased about a third of Zoe's thus far?

    Another company I invest in had seen similar stealth investments and recently saw a hostile takeover bid.

  • Reply to

    APPLE

    by dseigel Feb 9, 2016 4:12 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 22, 2016 12:37 PM Flag

    The world of drones, vr, phone, autos and security keeps moving forward and InvenSense keeps building for the IoT.

    There is so much here and the price is so little that someone must already be looking to gobble them up.

    It could be Apple, Samsung, Google or even Facebook (look at the new Oculus Rift)... Someone must be looking at InvenSense's assets and designs and saying "these should be ours".

    This company feels like it's reached the bottom and ready to build a base for moving up

    Time will tell if I'm right

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Feb 22, 2016 12:30 PM Flag

    Microphones, accelerometers, fingerprint sensors, etc. etc.
    The company has quality products and designs selling at rock bottom prices.
    One of the big boys should just go ahead, buy them up and bring everything in-house.

    Sentiment: Strong Buy

  • Reply to

    Twitter TV will save Twitter

    by beprepared4infinityandbeyond Jan 20, 2016 3:29 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 19, 2016 12:27 PM Flag

    yes, but it needs to be an integrated product... Apple should be the first to do this and create a product that is true interactive television. Their Apple TV would be a great product if apps could collaborate. The collaboration of a live video stream with a small twitter window on a big screen TV should be trivial to implement on the Apple TV.

    If we talk about it enough here maybe someone will realize how powerful the idea is and make it happen. If not, then maybe there's an entrepreneur here who will make it happen. Regardless, I see it in Twitter's future :)

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Feb 18, 2016 1:07 PM Flag

    Their offer is for 6 euros or approximately $6.65 USD

    I'm glad to see that they consider the company to be worth 25% more than the current price but I consider their offer to be a bit of a joke when compared to where this company should be... Look at king digital for an idea of how much a company like this one could be worth.

    The current management team nearly drove the stock into the ground before Vivendi started buying up shares so they are to blame for the current state of affairs. If they really want to succeed then they will change their board (too many family members), halt insider stock options until shares rise to what they are really worth, and begin a company share purchase program... Right now the brothers are buying up shares as they see their ownership dwindling... The company should be the one purchasing shares... Personally I'd rather sell my shares to Vivendi than the brothers but I'd also rather see the company stay independent and I'd like to see the shares rise on their own.... Right now, it appears that the brothers and Vivendi are in a battle to take the company private and shareholders are the ones who lose. This could be a huge investment for us, but not if it goes private. If either party wants to make a real tender offer, somewhere between 8 and 10 euros then please do so but if not then please keep the shares public... Use company funds to buy share, not private funds, and make good on your plans for hyper growth.

    Sentiment: Strong Buy

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Feb 18, 2016 1:00 PM Flag

    Hidden today in an article about Vivendi and it's current talks with Beln Sports is the following

    Vivendi also launched a tender offer for GameLoft at 6 euros a share, after building a 30 percent stake in the mobile game maker.
    ---
    Folks, that's over a 25% premium to where GLOFY closed yesterday and equates to about $26.64 per share at current exchange rates. This stock was in a downhill slide until Vivendi got involved during the third quarter of 2015 and since then it has risen 77%... Vivendi knows that they are going to get GameLoft for dirt cheap because they have been the best thing so far for investors.

    BUT, I would encourage you to hold on and not sell to Vivendi... This company should be worth more than King Digital so Vivendi could be buying GameLoft on the cheap at the current price. If they were offering 8 to 10 euros then their offer would be worth considering... Right now it is still on the low side and not worth our consideration.

  • beprepared4infinityandbeyond by beprepared4infinityandbeyond Feb 11, 2016 4:02 PM Flag

    Boohoo yaaaaaaaah

  • Reply to

    this should have popped 30% instead dropping

    by stockguru685 Feb 9, 2016 4:40 PM
    beprepared4infinityandbeyond beprepared4infinityandbeyond Feb 9, 2016 4:56 PM Flag

    I once held 100 call contracts heading into Disney Earnings
    Watched my investment burn up the next morning after earnings
    Watched it break even two days after earnings and sold at break even
    Watched it soar the week after earnings
    I missed out on a fortune but at least I didn't lose a lot
    Lesson Learned: Disney's stock price is heavily manipulated by the talking heads on TV but once they get in it becomes all systems go. The numbers speak for themselves; this was Disney's best quarter and ESPN isn't the anchor the talking heads made it out to be. This is still a long term buy and hold.

JMBA
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