This is about where I get too. But I think we will get another "immediately accretive" buyout/merger within 6 months taking us to $9 eps!
Wait a minute! Penguins was being made entirely, 100% in India. Has that changed? Does this imply that extremely low Indian salaries don't make up for their extremely low output?
True for some, but many QCOR longs will take that $30 cash and buy more MNK. Also consider the new-MNK will be a much larger, more stable company, and when you compare it to it's new peers it has a VERY favorable rev-to-market cap... implying that the shareprice needs to triple to hang amongst its new friends.
"who wouldn't want to know" if they have AD? I have been interested in companies attempting to help AD, and one thing that is absolutely consistent, and consistent with my own family members: nobody wants to know. There is nothing anyone can do about it. If it gets to the point that someone suspects Uncle John should maybe take an AD test - it means he's already been hiding it for years, and that isn't going to change now. Not saying Lympro doesn't have enormous value, but don't expect it to sell like Viagra.
I *think* QCOR gets a hybrid rate until they get officially incorporated into the new country
Absolutely not true. When was the last time Andrew Left of Citron Research was right on anything? Adam Feurstein? The only power these guys have is using lies and media to briefly affect prices. Go look at VW or Tesla and tell me the shorts had a clue...
So the measly 14% short interest is going to magically squeeze Inovio's valuation to $6 billion over a 30 minute presentation... you still stand by that assessment?
Ain't gonna happen, no how, no way. The board can't even breath without his permission. No takeovers, no selling unless Katzenberg says so. Read this: "All of the shares of Class B common stock, which represent approximately 61 percent of the company's  total voting power, are held by Jeffrey Katzenberg and entities controlled by him"
I'd like to hear what you would do differently. Dragons 2 is arguably DWA's finest work to date. Where did they go wrong with it? Excellent work, excellent release window....
I wish I knew. I thought Dragons2 was an amazing film, and I am horrified that audiences chose 22 Jump Street and Think Like a Man 2 instead. It really makes no sense. Same thing happened with Panda 2; epic summer blockbuster quality, so-so numbers. Many DWA films make me frustrated at the cheezy story or marketing, but I couldn't ask for anything more from Dragons2. If THIS doesn't make money - what will? I do think international will be strong, I think the film will have long legs here and make it back into theaters after the Oscar nod. So I'm still hopeful for $200m domestic... but that is not a victory. I'm gonna assume the high institutional holders will fight hard to keep this out of the teens, but honestly - I think it deserves to be there.
The original Dreamworks SKG had 4 wings: live-action feature (Spielberg), animation (Katzenberg), and music (Geffen); along with a games division. It all got chopped up and sold off, but the animation wing went public. Dreamworks Pictures was sold to Paramount, but now I think Spielberg sometimes uses the name and has to pay DWA for the rights. Dreamworks Interactive went to EA. Geffen's business went to Universal. I don't believe Spielberg or Geffen have any involvement with DWA, and I'm pretty sure Katzenberg recently ended up with Geffen's old class A shares.
I saw an interview a long time ago and Katz said the publicity tour they do for a film is where the real value comes from. Not sure I believe him.
You are in the minority. The vast majority of critic and audience reviews loved it. Everyone I know who's seen it is in awe and many want to see it again. Also - I saw it. You are wrong.
Have to disagree - Dragon 2 is probably the best film DWA has ever done. Had this been another mediocre film one could call for sweeping changes. It was the same with Panda 2: completely brilliant, epic, sets the bar - and it didn't do as well as it should have. Marketing still seems like a huge problem - they do not ever reflect the sophistication of the films. The raised eyebrow is gone, but why do I still feel it? Dragons at least has a long time to grow some legs, and will probably have a second run when it gets the Oscar nod.