All social media stocks are moving higher ... likely GS setting up the Twitter IPO ... I will sell half my core position at $3.50 with no news ... thank you GS
Yeah, I've been busy with my real job ... still holding and watching ... life is slowing down now so I'll post more often ... hope all is well
Hey Grab did you see the article about "Google may acquire bwin" ... if bwin gets a NV license, they will be acquired by Google or Wynn imho ... NJ is not the key, it's NV
I suppose it depends upon the circumstances (as always) ... if the social media run pushes us above $3.50 then sell ... if Zynga is running alone, the hold ... I suppose
But, just in case you were truly attempting to be civil this time ... you have my word, no crazy theories until Mattrick (or Zynga IR) issues a press release expressing an intent to genuinely and aggressively pursue RMG ... until then, I am simply another large retail shareholder with a relatively low cost basis and some patience ... I apologize if your intent was civil
First of all there is a rumor that options expire today ... and, there is a lot of them at $3.00 and $3.50. Secondly, there is a rumor that GS is about to do a Twitter IPO and it would be beneficial for all social media stocks to "trade higher" ... Finally, there is a rumor that it is quite acceptable for social media stocks to trade at PEs of 200-300x these days ... or to trade at $20+ with no earnings at all ... with all that being said, I do not trust large options traders or GS or stocks with PEs above 200+, therefore I will be a seller of half my core position today above $3.50 ... I appreciate the advice to "hold it all" but I choose not to be greedy ... besides my Sciatica is affecting my thinking ... I'll hold the rest in case this the beginning of a bigger move ... glta
Yeah, I could of but I was busy flying to Cologne, Germany ... missed the entire trading day ... what do you think about COOL ... they are weeks away from launching a major product and have recently entered into RMG with a joint venture ... seems oversold ... perhaps ZNGA, GLUU and COOL would be prudent ... don't forget about PYGMF (bwin) since it seems we are only weeks away from NJ licensing (and a NV licensing decision) ... which would likely result in a major move higher in the shareprice and potential acquision ... yes, decisions, decisions ... good luck to each and every one of us ... off to go run along the Rhein ... it helps with the sciatica ... cheers.
Hey whisper, I do not have position as you indicated ... just made that comment because at the time the preferred (which I do own) was being soldoff as the common was rising on low volume ... even today, the preferred is trading at a nice discount as the common gets attention ... and, when oh when do we really expect this Meduca sale that has been the topic of conversation for months ... glta
Actually, it very much does ... the 10% dividend (actually 11% since we are trading at a discount) on the preferred would be more secure with the additional capital from any meduca sale ... and, even more secure as the capital is put use ... why would you suggest otherwise?
I don't think we've seen Mattrick's work yet ... even the latest Ville release is not Mattrick ... remember, he is the FIFA guy ... Mattrick's move will be mare masculine I believe ... I am worried about Pincus sometimes ... very little or perhaps no testosteron ... he should have that checked ... enjoying reading all the posts
Much of what you say is true except (1) interest rates will not "spike" they will plunge, and (2) you must pay attention to page 49 of bwin's latest presentation concerning Zynga ... specifically the word "imminent" (that limits downside from pending market selloff (which I largely agree with)
This run up is Twitter and GS related like all other social media stocks ... it will not selloff significantly before the IPO is done ... the 30 Aug bwin presentation implied a Zynga "on canvas" social expansion is imminent (whatever that means, it sounds good -- likely FB launch) ... so, downside limited (but, with a overall weak market day a small decline is possible) ... imho, glta, war eagle!!
Oh poor, poor Alan, Could you please just stick with your Odonnell profile name (and not converse with yourself) ... it would make it easier for us all to follow along (or ignore)
Oh, I've got a few gems ... will not share here ... perhaps we can talk on the other place ... let me share the basic problem with you ... if you find a "low priced" stock, it is either unknown (poor liquidity) or has major issues (liquid but highly susceptible to manipulation ... Zynga) ... so, if you choose to invest in the equity with fundamental issues but liquid then you can discuss openly on a place like this ... if you find a low priced equity with great potential and poor liquidity, you can either keep it to yourself (my choice) or buy and then share with the world (and perhaps sell) ... I hate that game ... that's why I really don't post in equities with poor liquidity although I do but some ... I am largely bonds, preferreds, and SDS right now ... yes, I have shorted market again ... it is at a ridiculous level ... S&P trading at a PE of 20+ estimated earnings (not sustainable, imho) ... we'll talk more later, going for lunch in Nottingham
Well, I've been in the UK for the past three days spending some time with Zynga's RMG ... my insights are that here Zynga acts and plays as if RMG is a big deal ... and an EARLY big deal ... of course, I suppose that is how you should act if you are trying to encourage players to sign up and spend time on your platform ... with that being said, I am very disappointed in Mattrick's little game of downplaying and virtually walking away from RMG ... was this to provide a lower buyback price? Whatever it was/is, Zynga has two different public personas going ... in the UK, they are RMG full speed ahead and in the States they are indifferent ... according to bwin's latest presentation and your discussions with the Zyngapluspoker team, I do believe that FB RMG is "imminent" ... and that will give us shareprice support ... but, imho it will take a Matrick/Zynga public statement that RMG plays a major role in Zynga's future to change the game ... that, I am waiting for!!
Afternoon Lee ... very frustrated with the other site that my posts kept "timing out" before posting ... what do you mean when you say, "backspace then post" to avoid that problem ... I'm not following but that's not unususal ... cheers