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Constant Contact, Inc. (CTCT) Message Board

kingspellchecker3 19 posts  |  Last Activity: Jul 18, 2014 9:46 AM Member since: Jul 2, 2012
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  • kingspellchecker3 by kingspellchecker3 Jul 18, 2014 9:46 AM Flag

    ...over the last week. Combined volumes have never been seen in this stock. Someone just figured out that valuation is low - and company has demonstrated two consecutive quarters beating estimates (never seen before either). Looking at the new EA of Mobile games...

  • kingspellchecker3 by kingspellchecker3 Jul 17, 2014 10:31 AM Flag

    ...becoming a cult stock. There are stocks that become favorites and succeed because they are favorites. They enter the world of being "cool"... I think GLUU might be entering this world. There are now Hollywood types having conversations about this new "trend" of using their brand for mobile games. Never before discussed I am sure. GLUU, if they play their hand correctly will emerge as the cool Game Company who provides this access. Folks who never played games ...will download these to check them out. WallStreet will take notice of this new "market"... etc. etc.

    I can hear KK friends calling their Financial Agents and asking them to buy a few thousand shares of this company making money off of KK. Articles/News will follow.... CNBC can't ignore anymore. I am not saying this has happened...but I feel we are very close to this happening which will launch the stock into the teens. Regardless - the valuation is still very attractive at $500M so good entry point before the storm.

  • Reply to

    Shelf registration

    by gizzy12370 May 1, 2014 2:51 PM
    kingspellchecker3 kingspellchecker3 May 2, 2014 8:22 AM Flag

    Their track record with acquisitions has been spot on. So, having this is their hip pocket for an opportunity should it arise is fine with me. I think they will get acquired themselves before their next acquisition. There is no diluting anyway...until they decide to utilize it and then if it is for something accretive equal to their investment the dilution is neutralized.

  • Reply to

    gluu breakingout!!

    by pascaljeffleblanc May 1, 2014 11:33 AM
    kingspellchecker3 kingspellchecker3 May 1, 2014 12:53 PM Flag

    Hmmm... why did you bank your profit when just this morning you said selling would be prudent and this was just a pop? It sounds like even you stopped listening to your own guidance...it appears you lost credibility with yourself. How ironic is that.

  • kingspellchecker3 by kingspellchecker3 May 1, 2014 10:17 AM Flag

    ""Over the three months to March, the mobile games developer earned an adjusted 6 cents a share, 4 cents higher than analysts surveyed by Thomson Reuters expected.""

    ""Revenue surged 90.1% year over year to $47 million, beating estimates of $39.5 million.""

    yet

    ""We rate GLU MOBILE INC (GLUU) a SELL.""

    Am I the only one who sees the contradiction here? Classic...

  • Reply to

    selling would be prudent

    by trading_trends May 1, 2014 9:33 AM
    kingspellchecker3 kingspellchecker3 May 1, 2014 10:11 AM Flag

    Good summary. The recent drop was obviously (as we now know since the Q earnings yesterday) MARKET driven and focused on Social and Technology stocks as a group not GLUU in particular. Correct, I did not see that coming and was therefore wrong when I said it would not take a rest...obviously it did based on market conditions which are always an unknown. However, all other comments are still valid - based on valuation and what we have learned from the earnings calls. I stand by them.

  • Reply to

    selling would be prudent

    by trading_trends May 1, 2014 9:33 AM
    kingspellchecker3 kingspellchecker3 May 1, 2014 9:44 AM Flag

    Thanks! Your advice in the past has been so helpful (see your comments below prior to earnings)

    ""earnings will be down 25% from q4, guidance will be lowered. Every new game they came out with after dh14 sucked in quality and revenues. Nothing big coming and dh14 fading away. ""

  • kingspellchecker3 by kingspellchecker3 May 1, 2014 9:24 AM Flag

    ...will be swept up over the next few weeks. When the analysts say "congratulations" during the Q&A that is the sign to buy.

  • Reply to

    will see low 3's this week

    by trading_trends Apr 28, 2014 11:13 AM
    kingspellchecker3 kingspellchecker3 May 1, 2014 9:21 AM Flag

    Nice call Trading_trends. Earnings up and guidance raised instead. Of course anyone following this company knew this was going to happen - you would have to be very green to think otherwise ...especially after they told investors in March (last month of quarter) the games were exceeding their expectations.

  • kingspellchecker3 kingspellchecker3 May 1, 2014 9:17 AM Flag

    Upgrades and price targets of $6 and $7 will put this back to $5 where the option sellers expect it to be. Watch and learn.

  • kingspellchecker3 by kingspellchecker3 Apr 30, 2014 4:32 PM Flag

    They even exceeded my expectations for the quarter... these guys know what they are doing and wallstreet will see that after this confirmation. Also increased their annual guidance...that is good.

  • kingspellchecker3 kingspellchecker3 Apr 30, 2014 10:45 AM Flag

    I don't agree. In fact, it is Glu's ability to make money without hits that makes this an attractive investment. They are not dependent on a one hit wonder (as is King and Zynga to a certain degree). They only forecast-ed 1/3 of revenue coming from DH for this quarter as an example (DH has easily hit this by the way) and have said MANY times in their investor calls that they do NOT FACTOR in hits with their forecast...only improvements from previous releases. These guys are making money on games period. Hits are great..but their whole guidance was created WITHOUT factoring in ANY hits. Also, they are on record in March saying many of their games are performing better than forecast.

  • Reply to

    Into Close...

    by kingspellchecker3 Apr 30, 2014 9:58 AM
    kingspellchecker3 kingspellchecker3 Apr 30, 2014 10:35 AM Flag

    ...or sooner.

  • kingspellchecker3 by kingspellchecker3 Apr 30, 2014 9:58 AM Flag

    ...I think we will see shorts cover and share price rise...but who knows.

  • Reply to

    BUY out is coming. Read

    by hd317 Apr 28, 2014 11:58 PM
    kingspellchecker3 kingspellchecker3 Apr 29, 2014 3:18 PM Flag

    Based on that last sentence...it doesn't sound like they are going to sell cheap. Expect a decent multiple on the sale... I think $800 to $900M right now would be minimum. Probably larger as they continue to prove their model with each passing quarter.

  • Reply to

    Why we are down today

    by borisbear64 Apr 28, 2014 7:37 PM
    kingspellchecker3 kingspellchecker3 Apr 29, 2014 8:44 AM Flag

    True...Angry Birds created some selling. However, it is ironic that the failure of Angry Birds is contributed to the success of "Free to Play" games (which Angry Birds is not). So far - I have seen NO reason whatsoever to be concerned about GLUU's revenue. China Mobile buying iPHONEs is in the pipeline...2nd and 3rd releases of games... increasing advertising revenue (which loves to target the Glu customer base)...James Bond in the pipeline... confirmation of new technology to increase revenue and usage of games...etc. etc.

  • Reply to

    GLUU will do well on earnings...

    by getmoney517365 Apr 27, 2014 10:44 PM
    kingspellchecker3 kingspellchecker3 Apr 29, 2014 8:39 AM Flag

    It can go up as fast as it came down. Right now we are where we were prior to Q4 report in Feb...after which all analyst restructured their model with the new numbers received in that report to come up with $6 and $7 price targets. I would imagine a reaffirmation of their forecast (or upward guidance would be nice) will be all that is needed to get us back to $5s ... although it may take a few weeks. Also - there are less shorts now than there were then so not as much tail wind this time around.

  • Reply to

    DinoHunter: Deadly Shores

    by drmoose00 Apr 24, 2014 6:22 PM
    kingspellchecker3 kingspellchecker3 Apr 25, 2014 9:10 AM Flag

    This is a good example of how Glu will re-use their platform to continue to make $$... after all the years they have this down to turning a dial to produce hits and follow ons with a twist. I did some research...and was surprised to find that Dinosaur hunting games have an audience/followers... I am guessing this game will do very well and their ad says it is "console ready" ... I think GLU Free Shooting games will be the market leader for free adventure games on the consoles (Amazon being the first).

  • kingspellchecker3 by kingspellchecker3 Apr 24, 2014 9:41 AM Flag

    ...at its best this morning. Normally it would not be this evident...but considering millions of shares traded in after hours and premarket at 4.60s... to open at 4.40 is just pure manipulation by someone or something.

CTCT
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