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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

jj_js_007 7 posts  |  Last Activity: Nov 4, 2015 10:32 PM Member since: Sep 1, 2006
  • Reply to

    Glu Guidance for Q3, Q4, and FY

    by fitzy800 Sep 29, 2015 8:15 AM
    jj_js_007 jj_js_007 Nov 4, 2015 10:32 PM Flag

    Fitzy, what's your call for Q3 and Q4 now?

  • Reply to

    3 Titles in top 30 - DH 16 - 23rd

    by bamavestor Sep 21, 2015 12:51 PM
    jj_js_007 jj_js_007 Sep 23, 2015 10:17 AM Flag

    With download still strong, i'm not surprised if DH2016 makes another attempt for top 10. It took them about a month to be the top 5 grossing for DH2014. Also, they are going to keep updating the "regions" in the coming weeks and months as well as running events. Region 4 - Tanzania is coming soon and Nature's Fury events is just 15 days away.

    On a separate not, I'm more excited about Bond games then ever. Low expectation, new genre for Glu, and promotion is extensive. The games is pretty different from the beta.

    Does anyone know why they are releasing Bond first before EW4?

  • jj_js_007 jj_js_007 Sep 18, 2015 5:50 PM Flag

    For the last installment of DH 2014, it took slightly more than a month from #1 free ranking to #4 (the highest) gross ranking.
    Right now, it is #2 in free ranking and #91 in gross ranking after only 2 days.

  • jj_js_007 by jj_js_007 Sep 11, 2015 11:06 AM Flag

    When it is going to release for iOS and Android? I thought it is supposed to release for Android already

  • Here’s what are the numbers to look out for on 9th September. There are actual FY2015 numbers and FY2016 forecast information. Normally, the forecast information will move the SP but given the history of this company, I would look to the actual numbers to make an informed inference of the forecast numbers (all in pounds). These numbers could potentially move the SP 50-100% in either direction (no kidding) if on one end of my projection to another. Whatever SP movement from now until 9th is really a child's play :)

    - FY2015 Revenue: Guidance 88-90M ( I actually expect this to be 92M)
    - Operating costs: 55M H1’15 (I expect this to be 40M in H2’15)
    - EBITDA: -31M H1’15 (I expect this to be -15M for H2’15)
    - Cash burn: 88.6M H1’15 cash level (I expect H2’15 to be 55M. I also expect that they will announce more cash infusion in the form of issuing more shares. The key question by whom and at what price)
    - Registered users: 33M (Now, this is where I think they could have a drop in registered users or they could convolute it by adding the downloads. If they announce the registered users grew to 40M, it will be great

    - FY2016 EBITDA profitability (make your assumption from operating costs and EBITDA for 2H’15 rather than what they said)
    - FY2016 Forecast (anything less than 20-30% growth from FY2015 will severely jeopardize the 2016 profitability assumption

    I'm long and bleeding badly :(

  • Reply to

    the most negative, i have seen this board

    by zoomlik Sep 2, 2015 10:45 AM
    jj_js_007 jj_js_007 Sep 2, 2015 12:20 PM Flag

    20-30% growth per year is not growth plan??

  • jj_js_007 jj_js_007 Aug 28, 2015 9:48 PM Flag

    Not sure why you think Q4 is going to be ugly. For Q3, we are on track to do $70M+. That's in access of $10M+ of Q3 guidance. Take that and put it into Q4 and if we maintain Q3 numbers to Q4, we will be short of $10-20M to meet the low/high guidance for Q4. Now, we have 4 games to get $10-20M of which I only expect the 007 games to underperform. I'm pretty sure DH2016, EW4, and "K" celebrity games can make that numbers. If not, we have a bigger problem than just Q4. Those 3 are our bread and butter games.

    So relax and enjoy the ride :)

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