For 3k you could get 2 amd fire GPU and 2 intel CPU into one isnt a bad deal at all. I remember when Mac Pro was with a average of 5k min per one and now you can get one for 3k which sounds to me a awesome deal
Great way to trick people into believing you and i almost........ fell for it. Go back to their site and recheck yourself about 2nd quarter and 3rd quarter earning end date. Nevermind, I help you on this one since you didnt get it before
Second quarter ended on April 30, 2008 and GTA4 was release in April 29. Meaning in this quarter they ONLY GOT THE 2 DAYS SALEEEEEE from GTA4. that is why they report 539 MILLION$$$$$$$$$ on the second quarter and on the 3rd quarter that ENDED JULY, 31, 2008 was at 443.8 MILLION$$$$$$$$
GTA5 this quarter didnt get 2 days of sale but 14 days of the sale of GTA5. Meaning that you SHORT has LOST
Sentiment: Strong Buy
2009 when gta4 was coming out
-GTA4 had a first day sale of 3.6 million copies sold and they generate 310 million dollar in revenue
310/3.6=$86 dollar per copies right?
-During the release of GTA4 there was normal edition and collector edition for 89.99
-Charge company more to make PS3 games and Xbox360 game
Now lets fast forward to today
GTA5 is coming out this tuesday morning and is expecting to break some kind of record
-We have 3 edition this time Normal $60, SE $80 (Most thing are digital which mean more profit) and collectors edition $150.
-We all know Normal edition/Collectors edition in UK amazon are SOLDOUT, meaning we might be able to sell through the 3 million plus copies they have over there.
-In America #1 gaming in the world has unlimited Normal edition which is not sold out yet, SE edition which is all sold out everywhere and Collector edition(only rockstar and gamestop has)Xbox 360 one is sold and PS3 thinking it would sold out soon
-People wants SE edition might have to get it online and we make more money and they will be happen dont have to go out for launch date
-Ebay is selling normal edition over the normal price because people are buying it and selling it to Japanese gamer or gamer that couldnt get a hold of GTA5 yet. If you dont believe go look it up they are bidding over 67 dollar just for the normal edition at ebay
-Gta5 has a PS3 bundle with it and GTA4 dont
-Since it is a dead console which they dont charge as much putting into the PS3 and Xbox fee which more profits for us
Now lets do the math here. Lets
3million(UK)+ 6million(USA, we double that since we are a bigger gamer market)+2 million EU+500k AU=11.5million copies sold for the first week. Add 500k to each day end of the second week sale. We are looking at selling 11.5+3.5=15 million copies in the first 2 weeks.
15million x 86= 1.290 billions dollar
This quarter we esitimate 900+ million forgot what the number was,
Seeing this stock down on 1 day before GTA5 is out is just crazy. If they get me to sell, they are wrong. Im holding onto the black friday this year because i know by them we have sold tons of units and more game in making.
Maybe all this selling is due to option call being expires too but once we hit the street with GTA5 people with calls would be happy because it is going to go sky rocket high
We would have a increase of 300 plus percent from GTAV as most of it, tag along would be FIFA14 and some madden sales
IM telling you guys that gaming stock is still undervalue and TTWO is the most undervalue stock there is
This year is going to be a record year for ttwo way bigger then the gta4 era. I see 3 billion from this year alone but what happen to next year right? What are the pipeline?
Here is what i think going to happen
GTA5 is going to help us make another 800 million and yes you type in right 800 million and maybe more why?
PC gamer like me and my friend would all get it for PC MP would be allot easier to shoot and run with a mouse. I see PC selling 10 million copies for the year
X1 and PS4 would sell 3 million total for the year and that is allot for a new console. Im saying this because i think GTA is a fun game but people love graphic and people are willing to trade up and buy a new copy and sell thier old one to gamestop
GTA5 would be on sale but having allot of used copies out there from people selling to get a better graphic one, I dont see why not discount it to close to the used game price im positive people will buy it if it is $5-$10 over the used copies for me i would
Now for GTA Online i see getting 200 million just from DLC and in games content which mark us up to 1 billion in sales just for GTA5
Then I see the yearly game like NBA WWE MLB and i hope they would sign with the NCAA since EA is not doing it anymore. Those revenue would add around 500 million total for all 3. That would leave us at 1.5 billion revenue
This we have games that are a year old and selling cheap Like
RDR remake to PC port and digital for ps4 and x1
All those adds up to 200 million in revenue. With that it give us up to 1.7 billion with no new game release beside those yearly revenue.
They have patent like 6-7 names forgot most of the names I remember a couple
They also have another game they bought from THQ that Turtle ROck was making for 2 years should be release. If things comes out right then next year add 2 new games to the pipe line we should add another 500 million to the revenue would mark us at 2.2 billion
Sentiment: Strong Buy
Most people think that we might go back to 16 then when earning comes up we would jump back into the high 18's. I can tell you that you are wrong why? Here is why i see low to mid 20's when earning hits
Second quarter was estimated at 750-800 million revenue which GTA5 has beat it after 1 days in sales. I use the GTA4 revenue per game they sold and it was a average of $83 dollar per game that including special edition and normal edition for GTA4 but GTA5 has Normal, SE, and collector edition which has all been sold out. VGchartz said that we have sold 21 million in the first 2 week and im adding 2 million for digital that give us 23 million in the first 2 week. 23millions x 83=1.909 billion in revenue just on one game.
Then now add the other games they were selling hot, BI was knock down to 39.99, BL was at 30 with season pass and 25 for the game, Steam sales, Xcom, GTA mobile, GTA4, RDR, Xcom IOS and CIV 5 DLC/expansion I say those add around 350 million total revenue.
We are expecting revenue to be 1.9 billion- 2.25 billion in just one quarter and the 2014 fiscal year they were talking about was close to 1.775-1.875 billion with earning at 2.25-2.50. If we meet the high end of the estimate, we are looking at first Quarter 143 millions plus second quarter we got 1.9(low ball)=2.043 billion in the first 2 quarter and we have 2 more quarter to sell games. If you think my GTA5 number is wrong then we can change it to 1.3 billion even lower ball plus the 350 million from the other games we have this quarter at 1.65 billion plus first quarter of 143 millions. We have a total of 1.793 billion in revnue just on the first 2 quarter adding the NBA 2k and cont sales of GTA5. There is in way in hell we did not pass 2 billion mark and earning for this year would jump from 2.25-2.50 to 3.25-3.50. I dont believe in the last 2 quarter GTA5 plus NBA, MLB, BL GOY, BI DLC and all other games will not get us to 3 billlion in revenue just this year.
Now that I talk about rev
Lets talk about 4th quarter
nba2k13 sold over 7 million copies and Im thinking it would sell same as last year but people are waiting for X1 and ps4. Lets say they sold 3 million for this quarter it is a fair number. WWE13 last year sold over 3 million copies and this year im seeing the same or a little bit off. Lets say this quarter they sell 1.5 million which seems to be a fair amount since they are selling it on black friday for 39.99 at gamestop black friday. Im seeing GTA5 selling another 10 million adding a total of 30 million copies sold to the end of 3rd quarter. We all have information that russia sold 1 million, japan close to a million, and the rest of the world 8 million is not a high number to hit especially i said in last quarter we only sold 20 million.
NBA2k14 $45*3million= 135 million
GTA5 30*5 million + 45*5million=375 million
Steam sales+ Christmas(RDR, BI, BL GOY, MP3 and ETC) =250 million
135+67.5+375+250= 827.5 million for next quarter
They expected to sell 1 million each days for the last 2 weeks of 2nd quarter, that equals to 14 million copies sold and GTA4 sold 10 million in a month.
But we sold 20 million, i dont care 21, 22, 23, 19, 18, 17 million copies. We all know they sold 20 million in the first 2 weeks.
We get $45 each copy of normal, SE, CE or ps3 bundle average at $45 dollar a piece. 45*20 million=900 millions
(full price max profit)
Now lets add up the steam sales event lets say we sold 100 million
(digital max margin)
Then we got a couple games outs and DLC out too XCOM+ old XCOM DLC= 50 million
(Fail but at least we got some digital from it)
Old games like rdr gta4 and new Civ 5 DLC 100 million
900+100+50+100=1.15 billion that would be called a earning this quarter mini
If we get a little more like 5 bucks more for GTA and raise up the other rev by 10 percent we are looking at a awesome quarter
110 steam sale
110 old games
that is 1.275 billion
Then you take how much money we can get out of it
1.15+1.275= 2.425/2=1.21*.3(30 percent margin which is fair)= 363 million plus to the cash we have in hand 642. 642+363=1.05 billion
How many investor are going to ask TTWO what are they going to do with the cash in hand? Lots and what are they going to give them a answer of
a. BUYBACK SHARE
b. Buy more IP
c. Buyback share and special div
d. payoff debt then buy back share
e. Holds on to the cash and say im saving in the piggy bank for a rainy day.
to be continue.................................................
We might see GTA5 hitting 2 billion by the end of the fiscal year of 2014 and you say at 18-19 we are baked in????
In 2008, I would agree on what you have said but not today ttwo
look into their most selling IP's and here is the list in order
Please tell me does all those IP equals to 1.7 billion market value when you have GTA5 going to break 2 billion record once DLC and next gen is out. BAKED IN??????
-10 next gen game coming in 2015 fiscal year
-1 billion receivable and 668 million cash in hand
-29 million are in retailer hands and most of the store i walk into are sold out or has low copies of gta
-Beat this quarter and up this year 50%
I just keep reading news but happen to just see future cpu onto the market not now and might be a delay. We have went from 3.4 to 3.85 now that is .45. That is high for 3 days gains for a 3 dollar stock.
accord to vgchart
2 weeks before release on preorder
black ops 2 at 2.8 million total copies preorder
GTAV at 2.88 million copies preorder
we can still beat the record sell
Ok, just got back 10 min from the midnight launch and install gta to my ps3 which took about 18 min to install it all because i dont install allot that is why it is faster maybe.
Got to local best buy at 11pm and there wasnt much people like 30 of us. 20 preorder and 10 not preorder. As time flys toward to 12am more and more show up. By then i have 110ish people waiting in line for the preorder and around 40ish people that didnt preorder the game from best buy. Got my game and left since i was like the 7th one in the preorder. As i was driving back home there was a gamestop close to the best buy i was in i drive super slow to see how many people are waiting to get this hands on the game. We are talking about the parking lots full of people and the lines were wrap around. I esitmate there was around 200 plus people waiting for it to be release
then on the way drving home i see many cars going the oppossite from me i think they are too going to pick up a game because at that late in night while are there so many cars
best buy 150ish peopl
from the same scity
we are talkinga bout 350ish copies sold in one city here
BTW since UK is sold out of hard copies, Im thinking allot of people are going to go for digital since they dont have to leave their house and have the game right in front of them. Here are a couple reason why i think most people now goign to buy it on PSN or Xbox live
-Sunday you get to preupload gtav
-Dont have to stand in line
-There is always someone getting hurt with these evenets and you dont want to be part of it
Even breaking all kinds of record???? If we did really beat COD records, I bet you that it would be super hard for any company to beat that even ATVI. Dude if we sold a billion dollar in sales for the last 13 days we are golden. I know we no pipeline down the year just gtav, dlc, nba and wwe. But i can sure tell you one thing that we have and that is MONEY. With sales at record high we making sales not only on the game for GTA but also the online add on like commerical, in game car, in game weapons and etc you get my point. Just take a guess at what the price would be, you can say 16.80 i really dont care just a fun guesssing game before the game release on the 17