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dtmccune3 27 posts  |  Last Activity: 13 hours ago Member since: Jan 10, 2001
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  • On apple insider site...

    Talks about apples indoor location patents

    Seems like dmrc is barking up the right tree...

  • dtmccune3 dtmccune3 Apr 11, 2014 11:20 PM Flag

    These guys have been at the helm of LGF for almost 15 years and have been growing the company an average of 20%/year...even if you use today's deflated price in 5 years you have a $50 stock...seems like these guys like their jobs so don't see them doing a deal anything less than that...and there is still a lot of upside to that if they keep executing like they are...

  • dtmccune3 by dtmccune3 Apr 11, 2014 7:52 PM Flag

    If I'm not mistaken much of LGF 's debt is tied to the films...much of which is offset by presales...so no one is worried about their debt skipper...they have a billion in deferred revs

    Try again bud

  • dtmccune3 by dtmccune3 Apr 11, 2014 5:52 PM Flag

    Near bottom...too much value....good steady growth in less economically sensitive industry.

    This management team is extremely good...created and distributed great content across many platforms...great merger with summit...paid down debt....buying back stock...small dividend...they also have a lot of skin in the game.

    The stock has traded its entire float in less than 30 days dropping 25%...

    Movie biz rocking...EPIX and TV biz still way undervalued

    LGF always has the buyout trump card... Management and MHR have plenty of exits if they don't want to continue compounding at over 20% annualized....this is still a fairly small company.

  • dtmccune3 by dtmccune3 Apr 11, 2014 12:08 AM Flag

    Went to see draft day...was just ok at best...luckily I think the budget was only 20-30 mil...so it should be another profitable movie...

  • Seems like the staying power of Divergent has been underestimated...twitter page blowing up

  • dtmccune3 by dtmccune3 Mar 25, 2014 7:22 PM Flag

    54.6m opening weekend...3.5m Monday times 4 nights=+14m....2nd weekend guessing around 18m....total of around 86m....that's more than solid....

    Then international open is April 4th...

  • Reply to

    LGF

    by dtmccune3 Mar 22, 2014 11:16 PM
    dtmccune3 dtmccune3 Mar 22, 2014 11:31 PM Flag

    Might be a huge short squeeze coming...guessing short interest went from 15% to prob over 20% the last few days...so back to 30 could be very fast

    Also could be a great stock to own this week if the overall market tanks...

  • dtmccune3 by dtmccune3 Mar 22, 2014 11:16 PM Flag

    Let me get this straight...the stock moved from 30 to over 33 based on 3.9m HG DVDs being sold the 1st weekend, but the stock plunges to 27 on bad reviews and a 50m opening weekend for Divergent?????

    Lionsgate is a no brainer down here...I'm sure it will sell off some more Monday morning shaking out the weak hands and other lemmings...but it will bounce back hard and go to new highs. The bear case has no merit if Divergent does around 50m this weekend...the danger was that the movie flops and there goes the trilogy, but that is obviously not the case as next movie green lighted.

    The management team is stellar...and LGF has the industry clout, proven success, and money to make whatever they want...and they have the formula down....these guys know what they are doing.

    They have been cleaning up the balance sheet, they have a huge undervalued asset in EPIX, a great TV division, still have a lot of room to grow foreign sales etc etc etc...

    Only made about 1/3 of the Catching Fire profits....and have 2 more to go....the next 2 Divergent movies are likely to do better as more people will know about it next time especially internationally and as more people read the books...this may not be Twilight, but it is pretty close in my book (I saw it Thursday). They also have potential with Chaos Walking, but let's face it things are only going to get easier for LGF as far as finding new content...these guys know what to look for and if you are a writer targeting this demo Lionsgate is the first place to go...

    I think this also applies to the talent...I think there is a reason Jennifer Lawrence is signed on to do many other movies with LGF outside of HG...they seem to also be good at spotting the young talent and locking them up.

    This is major studio....trading at less than 4bil market value = steal...

    I always thought NFLX should just acquire them bc it seems doable size wise and would solve a ton of their content needs...but I'm guessing LGF not for sale down here

  • dtmccune3 dtmccune3 Mar 19, 2014 12:49 PM Flag

    seems to me that what dmrc is doing goes exactly with what sbux is trying to do...increase customer engagement in and outside of store...mobile payments to make it easier....it would cost peanuts for starbucks to put a watermark into every starbucks logo.....i looked it up a while back they go through billions of cups per year plus napkins, bags etc...not to mention signage in store.

  • dtmccune3 by dtmccune3 Mar 5, 2014 1:33 PM Flag

    Don't they own a decent % of SQM already?

  • dtmccune3 dtmccune3 Jan 16, 2014 10:24 AM Flag

    Also how many people will sell this week around the 1 year anniversary of the big run up? Long term cap gains anyone?

  • This is going to happen...NFLX can't just keep free riding...taking up over 30% of the total u.s. Bandwidth...they will get squeezed by the MSOs and will have to raise prices...which will constrain their growth for a while = sub 300 stock price before moving higher down the road

  • Should be a good call...will likely name names finally regarding partners and go into more detail...could be another big jump up today afternoon

    Also surprised no one has mentioned how cooperman of omega advisors owns a bunch of Monetise...this is definitely a hot space...

  • Malone is determined to take on netflix...charter and timewarner and liberty will buy hulu or create an xfinity type of service...

  • Reply to

    Cable Consolidation...

    by dtmccune3 Dec 20, 2013 10:18 AM
    dtmccune3 dtmccune3 Dec 20, 2013 3:04 PM Flag

    The content companies are doing the best they have ever done...bc NFLX gives them an additional way to monetize their content...

    Keep in mind NFLX has to pay for this content and that there are more and more bidders which increases the price they have to pay.

    Like I said in the beginning...I think NFLX will go higher longer term, but I think the stock will test $300 first....

    No one is really paying attention to the cable consolidation's affect on NFLX...and a real competitor to NFLX is also not priced in the stock....

    (Reuters) - Cable pioneer John Malone said on Thursday that cable companies should team up to create a rival to Netflix Inc (NFLX.O) that would deliver programming over the Internet on a national basis.

    Cable companies could "solve the problem" of high programming costs by acquiring content for an Internet-based service under one brand that they would sell in a bundle with broadband, Malone said at Liberty Media Corp's (LMCA.O) annual investor conference.

    Malone, who is chairman of Liberty Media, used the example of Comcast Corp's (CMCSA.O) Xfinity video streaming product one day being shared with the rest of the cable industry to become a national brand.

    He added that another alternative would be for Hulu to "be bought and syndicated" by cable companies or for an entrepreneur to create a new product from scratch that the cable industry can get behind. He had said previously that cable companies should make a joint bid for Hulu, the Internet streaming service that was for sale at one point.

  • Reply to

    Cable Consolidation...

    by dtmccune3 Dec 20, 2013 10:18 AM
    dtmccune3 dtmccune3 Dec 20, 2013 2:19 PM Flag

    If you think that NFLX or their subscribers having to pay extra for all the bandwidth is factored into NFLX stock price right now then keep buying...

  • dtmccune3 by dtmccune3 Dec 20, 2013 10:18 AM Flag

    I'm surprised NFLX has not even flinched with all the talk about cable consolidation...John Malone basically called NFLX out and said that they were not going to be getting a free ride in the future. The cable companies are going to start charging either NFLX or NFLX customers for all the bandwidth they use...

    I think that a Charter/Time Warner Cable deal will be a negative for NFLX.....

    Longer term I think NFLX will probably go higher, but I think the stock will test $300 first....plus you have to think there are a lot of people that bought around $200 or lower that must be thinking of taking gains...

    Mario Gabelli was asked on CNBC about what John Malone and Liberty Media were thinking...he basically said that besides synergies from programming costs that they might be thinking of buying Hulu to compete with NFLX...

    Will be interesting to see what happens...

  • dtmccune3 by dtmccune3 Dec 19, 2013 7:46 PM Flag

    Been pretty rough for patent companies...ACTG, IBM, and IDCC bad news after the close regarding ITC ruling

  • Reply to

    Any Day Now

    by jjcook1951 Dec 3, 2013 10:06 AM
    dtmccune3 dtmccune3 Dec 3, 2013 3:23 PM Flag

    I think we can all agree that DMRC has promising technology...

    Keep in mind though that it will likely take 5-10 years for DMRC's technology to be integrated into the retail system if they are successful...

    This comes directly from the CEO of Digimarc....basically a lot of different players have to all implement the technology...from printing companies, retail companies, the companies that make the imager/scanners, to the brands that make the products. The imagers alone will probably take at least 5 years before there is wide adoption. Signing on big retailers like Costco will help push things in the right direction, but overall this is not going to happen overnight.

    There is much work left to be done...and although there isn't any direct competition (as far as watermarking goes) there is plenty of indirect competition from different technologies such as augmented reality which has some big companies behind it.

    Since there seems to be some new people on the board...it might also help to point out the liquidity issues when trading DMRC....daily volume is pretty small....so I would be careful getting big in this name unless you have the funds and the time to wait it out...for example there could be volatility at the end of this year from tax loss selling...if you combine that with a down market there could be downside risk in the short term...so be careful.

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