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Zynga, Inc. Message Board

krazyguju4u 99 posts  |  Last Activity: Jul 24, 2013 2:34 PM Member since: Mar 8, 2013
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  • Reply to

    Mattrick potential

    by blueskydriving Jul 24, 2013 2:16 PM
    krazyguju4u krazyguju4u Jul 24, 2013 2:34 PM Flag

    You don't even have to mention all the other talent he has available to him with the all star board they have assembled as well!

  • krazyguju4u by krazyguju4u Jul 24, 2013 10:57 AM Flag

    Anybody else think that the analyst have it all wrong at Z just like they did with AAPL, and if nothing else we have new information today, more iphones sold means more app downloads, doesn't that mean that analyst had to have been using the wrong numbers for their projections! Earnings is going to be fun!

    Sentiment: Strong Buy

  • krazyguju4u by krazyguju4u Jul 18, 2013 1:01 PM Flag

    So back in April Forbes reported that Z was in talks with Wynn (Great play for Vegas and China/Asia) but does that mean Z may partner with someone like BYD as well to get into the NJ market and be able to pool players from FB the UK and both casinos online on their platform to get more player liquidity?

  • Reply to

    Possible New CEO

    by krazyguju4u Jul 1, 2013 1:03 PM
    krazyguju4u krazyguju4u Jul 1, 2013 1:59 PM Flag

    I think the better question is how specifically is Donny Boy going to help Z's RMG ambitions!

  • krazyguju4u by krazyguju4u Jul 1, 2013 1:03 PM Flag

    Microsoft's Don Mattrick leaving to take Top role - possibly CEO at Z

  • I just opened up the App store and scrolling across the screen is a big Tag with the Editors' Choice tag on Solstice Arena, this should generate a healthy amount of downloads, and this seems to be the best release yet, also this game was a big hit at E4, a well delivered google/multi-platform release might this into the new age mobile World of Warcraft. Lots of potential with this title to convert a higher margin mid-core gamer to become a Z customer. JMO

  • This is great news, King maker of candy crush recently has laid the groundwork for a IPO and using JPM CS and BAC for advising and underwriting. All this despite all the negativity Z and online gaming has been getting! This should open up the debate for price discovery of the real value of Z!

    Sentiment: Strong Buy

  • Reply to

    Game of Thrones

    by uh_huh_yeah_01 Jun 17, 2013 9:14 AM
    krazyguju4u krazyguju4u Jun 17, 2013 11:48 AM Flag

    Can't wait to hear the PR, this on top of Solstice Arena, and What's the phrase doing really well on the Andriod release!

  • Looks like Z launched Solstice Arena over the weekend, maybe this was the reason for the AH pop we saw other than CNBC jumping on the bandwagon again, so far this game is getting pretty good reviews for a larger screen device, hopefully this will turn into a money maker, if nothing else it should give some good insight into monetization on non-phone devices. I wonder if we will hear some other surprises this week, hopefully something with RMG!

    Sentiment: Buy

  • krazyguju4u krazyguju4u Jun 6, 2013 3:42 PM Flag

    so what ya think of the EOD move up?

  • krazyguju4u krazyguju4u Jun 6, 2013 2:53 PM Flag

    ^ my bad triple bottom, and looks like most margin selling is over

  • krazyguju4u krazyguju4u Jun 6, 2013 2:51 PM Flag

    It could happen, but the base at 2.75 looks pretty strong, and now looks like a double bottom and race back to 3 at EOD

  • Reply to

    Shares today are a gift!

    by krazyguju4u Jun 6, 2013 12:04 PM
    krazyguju4u krazyguju4u Jun 6, 2013 1:10 PM Flag

    All of those values value do not reflect 2 things
    1) Any shares that get bought back result in Profits or losses being spilt by fewer shares.
    2) The values do not include an assumption of revenues from newly launched games including RMG in the UK and any other future launches this year. (That 17.5% growth rate isn't enough to account for new game launches that represent 29% of Marketcap for this company)

    EPS = Wrong, after adjustments, listen to the CC for why they adjusted lower.
    Profit Margin = Just changed with announcement of layoffs, that means better margins
    EBITDA = Positive instead of expected negative
    Intrinsic Value of stock = Doesn't take into account the likelyhood of a Federal Online Poker Bill getting passed.

    FB = Z has already made moves to separate their dependence on FB and to their own platform. Making FB a paid lead list of potential paying Z customers at higher margins,

    I have time to wait thats why i'm long but I don't think its realistic pay nothing above cash for a company that has something that makes money today and has the ability to make expectantly more later.

  • Reply to

    Shares today are a gift!

    by krazyguju4u Jun 6, 2013 12:04 PM
    krazyguju4u krazyguju4u Jun 6, 2013 12:32 PM Flag

    My news feed shows, a 10b5-1 plan, it was an option that he exercised it might go back to 5/31/13, but he has sold at least 500K+ shares this year as well

  • Reply to

    Shares today are a gift!

    by krazyguju4u Jun 6, 2013 12:04 PM
    krazyguju4u krazyguju4u Jun 6, 2013 12:16 PM Flag

    Actually VP Davis just bought 350K shares yesterday! But I think more layoffs are still to come, Z doesn't need thousands of Employees to do the same thing, there was overlap in the company and MP has been cutting the fat before it became an issue. He is being proactive, to me this is a good milestone in a company that in a turn around, tough decisions have to be made and MP is making them.

    As for the coding with driod, you have a valid point but i'd rather delay a launch of a game that doesn't work properly to keep the user experience intact and make sure the product makes as much money as possible when it is introduced and afterwards.

  • krazyguju4u by krazyguju4u Jun 6, 2013 12:04 PM Flag

    Long or short todays PPS is a gift if your short get out and dont be greedy, if your long add or stay strong. IMO Z has way to many catalyst that are pending not to be scared, but more see to favor the upside from here.
    1) Nevada should be getting back to Z about a license soon,
    2) They could buy announce a buyout of something for alot cheaper than 180M and add more to revenues for the rest of the year,
    3) Z can have a buyout offer at anytime and have their own cash used to finance their buyout.
    4) FB can announce RMG w/ Z in the UK at anytime.
    5) They have $1.60/share in cash right now

  • Reply to

    Looks like RMG was the Topic

    by krazyguju4u Jun 4, 2013 5:35 PM
    krazyguju4u krazyguju4u Jun 4, 2013 6:19 PM Flag

    stop being so lazy and learn to use google, I didn't say I heard from the person myself, pandodaily has it, yahoo doesn't allow link post

  • From a person in the meeting, 80-90% of the topics discussed was on RMG and how well it was been doing in the UK and forecasting for expectations from operations!

  • Reply to

    so #$%$ is going on @ shareholders meeting?;

    by steve8251953 Jun 4, 2013 1:45 PM
    krazyguju4u krazyguju4u Jun 4, 2013 2:24 PM Flag

    I like how this event is so tightly sealed, no one other than registered voters are allowed in, seems like we have some things to discuss maybe buyout/merger/partnership options. After market today should be a frenzy!

    Sentiment: Strong Buy

  • Reply to

    Are there any notions

    by rlday2010 Jun 4, 2013 11:47 AM
    krazyguju4u krazyguju4u Jun 4, 2013 12:27 PM Flag

    I think they will say something.
    This may just be the venue we need to have Activist investors to start voicing intent to change the company for stock performance and the votes will be interesting to say the least. Even if they throw out the utter of being put up for sale Z may start getting solicited or unsolicited bids for a buyout (The company could use the massive cash pile of Z to finance most of the deal in a LBO), and hopefully even convince someone else of the unrealized value of mobile gaming. If that happens we could have a bidding war for the Cash and DAU User base. Extremely cheap if you consider what YAHOO, (out all companies never denied the buyout offer) just paid for tumblr. Add Doerr to the mix and Google may have a reason to make a bid for Z, And not to mention any of the Giants in the Gaming industry or Gambling industry.

    Sentiment: Strong Buy

ZNGA
2.55+0.25(+10.87%)May 5 4:00 PMEDT