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Zynga, Inc. Message Board

fooledbyrandomness4 86 posts  |  Last Activity: 16 hours ago Member since: Oct 7, 2011
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  • Reply to

    Key MM differentiator

    by techster007 Sep 11, 2014 10:24 AM
    fooledbyrandomness4 fooledbyrandomness4 Sep 11, 2014 11:52 AM Flag

    This sounds like gobbledygook.

    Do you really think MM has more data than FB and Googgle?

    For heavens sake we volunteer to give data to FB.

  • fooledbyrandomness4 by fooledbyrandomness4 Jul 29, 2014 12:13 PM Flag

    I think the shares are extremely manipulated.

    4b shares out of 6.7b were issued at .90 so who is doing the selling.

    This cannot be below .90 so just hold.

  • fooledbyrandomness4 by fooledbyrandomness4 Aug 19, 2014 9:58 AM Flag

    Programmatic buying (MMX) is cannibalizing their traditional high margin business.


    With Fuel mrin and others having far advanced algorithms it looks like these companies are eating up MMs traditional business not MMX.


    You are going to revenues decline faster as the year progresses, programmatic buying is the future but MM has very good competition there.

    If you look at their cost structure they have 42million in R&D+SGA.


    IF long term margins are say 35% then you would need 120million to cover those.
    They will need layoffs right sizing the company and finally increase the sales.

  • Reply to

    Evaluation Of The MOU

    by carlovena Jul 16, 2014 4:15 AM
    fooledbyrandomness4 fooledbyrandomness4 Jul 16, 2014 5:00 PM Flag

    Thanks for the summary and remains which OIBR goes.
    My take is OI will hot 1+ in the next few days and stay there.

    The idiots at PT gave OI opportunity to have 1.3billion in less shares.
    There will be only 8.7b in corpco shares going forward.

  • Reply to

    New out at Yahoo Financial .

    by vyeo27 Jul 28, 2014 7:54 PM
    fooledbyrandomness4 fooledbyrandomness4 Jul 29, 2014 9:52 AM Flag

    you guys are wrong and are not doing the math correctly currently there are 8b corpco shares and after this agreement it will be down to 6.7b.

    This transaction reduces the share count by a 1.3billion corpco shares.
    If PT gets money back from rio forte then they have the option to buy back shares if not they expire worthlessly

    You guys are speaking as if they are going to dilute the shares.

    Within the next few months we will know whether rio forte can give back the money if so how much.

  • fooledbyrandomness4 by fooledbyrandomness4 Aug 28, 2014 12:31 PM Flag

    This is like story repeating all over.

    Velti cmo sold a company to yahoo and then joined velti.

    Basically yahoo looks like a bad company buying bad companies.
    First and foremost @ 65million revenues, mm is going to burn at-least 15million.
    Yes they have 100million cash but it makes no sense to keep burning 60million a year.

  • fooledbyrandomness4 by fooledbyrandomness4 Sep 15, 2014 10:32 AM Flag

    This stock is there only for the bond holders.

    EV\EBITDA=4.5.

    It needs to get down to 3.5 for Dividends which will take about 4years.

    Either the company needs to refinance and get the senior bonds off their back or stock price will languish.

  • fooledbyrandomness4 by fooledbyrandomness4 Jul 13, 2014 11:41 PM Flag

    GES prepares creditor protection
    July 14, 2014, 00:01 by Maria João Gago | mjgago@negocios.pt
    12
    Email
    Report error
    7
    inShare
    Rioforte, ESI and ESFG preparing to seek protection from creditors. The "judicious management" of "holding" is aimed at relieving the pressure of creditors and enhancing the asset sale. Family Holy Spirit loses power in GES.

    Rioforte, the Holy Spirit International (ESI) and Espírito Santo Financial Group ESFG preparing to ask for court protection from creditors, which still could happen this week, knows the business. ...

  • fooledbyrandomness4 by fooledbyrandomness4 Aug 7, 2014 12:46 PM Flag

    Current Assets + Long term Assets= 51b reals.
    Current Liabilities+Long term debt = 61b reals

    So net debt = 10b reals + 6b market cap.

    EV= 16b
    Revenue = 38b

    EV\Revenue = 0.5
    VIV ev\revenue= 1.5.

    This could triple and be actually comparable to viv.

  • Reply to

    When will DB do a reverse split? At 5 bucks?

    by muchomacho42 Jun 25, 2014 1:07 PM
    fooledbyrandomness4 fooledbyrandomness4 Jun 25, 2014 3:07 PM Flag

    Better cover my shortie friend.

    This is heading to TBV which is $50.

  • fooledbyrandomness4 by fooledbyrandomness4 Jul 16, 2014 5:56 PM Flag

    So basically this fiasco by pt reduces share count by 1.35b corpco shares.

    Share count is 6.65b implies a market cap of only $5b.

    Compare this to viv market cap of 20b.

  • fooledbyrandomness4 by fooledbyrandomness4 Jul 15, 2014 12:39 AM Flag

    Hi shareholders accompanying negotiations PT
    Comment (s) Report errors

    Estadão Conteúdo

    Since the weekend, the controlling shareholders of Hi are in Lisbon with the mission to monitor closely the final stretch of the negotiations with Portugal Telecom Rioforte, holding the Espírito Santo Group (GES) passing through financial difficulties. Retinue, the presidents of the Andrade Gutierrez Group, Otavio Azevedo, and Jereissati Participacoes, Fernando Magalhães Portella are beyond the lawyer Luiz Antonio de Sampaio Campos, office Barbosa, Müssnich & Aragão Advogados, which is the Hi

    The concern of the two shareholders of Hi is with the unfolding crisis in the Portuguese group may have on the merger of Brazilian operator with Portugal Telecom. The spotlight turns to maturity on Tuesday, 15, the majority of an implementation of #$%$ 897 million taken in April by Portugal Telecom in securities Rioforte. In financial difficulty, the company is headed for failing to honor the transaction. A default would have a strong impact on the merger, which had as one of the steps a capital increase in Oi

    At the bargaining table, there are two possibilities. The first, considered better by Brazilian shareholders Hi, would be reduced from 38% to up to 20% share of PT in CorpCo, company will emerge from the union between the companies. Another option that is gaining strength, is the one involving guarantees. In this case, even if the PT postpone the maturity for bonds of Rioforte, maintain its equity stake in the new company by 38%. However, some of these actions would be pledged and released as the debt is repaid.

    Azevedo and Portella recently resigned from positions of Hi representatives on the board of PT after confirming the purchase of commercial paper by the Portuguese Rioforte tele. The transaction was not disclosed to the board. The deal was considered a risk and between related parties, since the GES owns 10.05% of PT. (Collaborated Monica Scaramuzzo)

  • fooledbyrandomness4 by fooledbyrandomness4 Aug 1, 2014 11:47 AM Flag

    Amazing beating I have taken in this POS.

    At this point I just have to wait and watch see what they say on August 6th.

    I am not optimistic here.

  • fooledbyrandomness4 by fooledbyrandomness4 Jul 15, 2014 1:10 PM Flag

    If PT is priced to 20% this will jump to $1.1.

    Good Luck All

  • fooledbyrandomness4 fooledbyrandomness4 Jul 14, 2014 1:41 PM Flag

    What are the chances that this will even go through?

    It looks like PT will not agree with 20% since there will be shareholder lawsuits.

  • Reply to

    New out at Yahoo Financial .

    by vyeo27 Jul 28, 2014 7:54 PM
    fooledbyrandomness4 fooledbyrandomness4 Jul 29, 2014 11:03 AM Flag

    Veto cannot happen because PT already paid telemar shareholders 2b.

    This is the best outcome since PT originally wanted 39% now are getting only 25%.

  • Reply to

    This is a bottomless pit

    by fooledbyrandomness4 Aug 1, 2014 11:47 AM
    fooledbyrandomness4 fooledbyrandomness4 Aug 1, 2014 12:30 PM Flag

    I am thinking of stopping to watch this stock until December 25th and see where it takes me.

    If make my money then fine r else sell and take the loss.

  • Reply to

    Balance Sheet Analysis

    by fooledbyrandomness4 Aug 7, 2014 12:46 PM
    fooledbyrandomness4 fooledbyrandomness4 Aug 7, 2014 12:51 PM Flag

    This is not in much danger as my analysis proves.

    Reason to hold but this needs to double for me to breakeven.

  • fooledbyrandomness4 by fooledbyrandomness4 Sep 5, 2014 10:42 AM Flag

    MM lost 25% of programmatic buying Revenues revenues from 2013.

    Can anyone believe this?

    Last year jumptap and MM combined had 81million of which 50% or 40million was programmatic buying.

    Now at 67million only 40% is programmatic buying or 27million..

    Fuel is growing at 50% clip and will be having 100million in revenues and they are programmatic buying pure play.

  • fooledbyrandomness4 by fooledbyrandomness4 Sep 5, 2014 11:59 AM Flag

    1. Throw in the High Tech Towel. Kill all the programmatic buying. Just be brand advertisers, come up with smart customized campaigns for their customers.
    - Revenues will be cut in half but costs will go down lot more.
    - Instantly profitable.
    - Slower Growth.

    2. Go full speed ahead on automation programmatic buying. Invest lot more money into the tech side.
    - This can be risky because the loses will accelerate near term.
    - If they can succeed turning he business around then they can be multiples of current revenue.

    Currently management has chosen option2, my belief is that they will choose option1 eventually since programmatic buying is highly competitive with winner take all network effects.

    Hopefully when they choose option1 they have some cash left or else they will face Velti's fate.

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