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Glu Mobile, Inc. Message Board

rclayto1212 12 posts  |  Last Activity: Sep 19, 2014 9:00 AM Member since: Apr 12, 2011
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  • So far management has proven to be conservative and has followed through with everything.... Stock buy back, licensing, expansion to 100k stores, new partnerships etc.

    Read the press release closely and if you believe management you see where they are taking this. Currently data traffic accounts for 50-70 billion in annual revenue and growing exponentially. Through here new partnership with China Unicom they will act as a data storage bank and plan on securing at LEAST 1% of data traffic.

    Do the math fellas - that's 500-700 million annually (before growth in data revenue and only getting the low end of 1%). And there market cap is under 300 million........

  • New partnership today with china telecom. Expansion from 40k stores to 100k. This is big. Now mobi has partnerships with the top 3 Chinese smartphone providers. Be careful the story is coming together as longs have been saying. If and it's a big IF an alibaba partnership gets announced a new 52 week high will be made. There will still be big swings up and DOWN in stock price as mobi has a beta over 5..... But long term this new is good for the longs and bad for shorts. Not even you can argue that. And yes, I know it was 20 in 2011 and that sino was a fraud....but then again so was American giant Enron.

  • Reply to

    Today's Wall Street Journal

    by egolson5 Sep 10, 2014 8:16 AM
    rclayto1212 rclayto1212 Sep 10, 2014 4:19 PM Flag

    fellas just google it - its free to view. States china has over 350 million mobile gamers today. Too big too ignore. Expect revenue to triple from by 2016 to $6.6 billion per year in china. US mobile game revenue in 2016 expected to be $6.4 billion and Japan $6.1 billion. Alibaba just started offering the games in January of this year through a few of their apps but plan on getting involved big time. Bought a 10% stake in Kabam in July for $120 million.

  • Reply to


    by stsipromoter Sep 8, 2014 9:05 AM
    rclayto1212 rclayto1212 Sep 8, 2014 9:30 AM Flag

    I respect that. And as long as there is respect on a message board it is good to have contrarian views. I just believe there is a lot working against you:

    1) Great Q2 report
    2) Guidance Increase
    3) Open market buyback
    4) Buyback from Sequoia Capital (these buybacks are separate)
    5) Acquistion of key member from Glu Mobile in China
    5) Expansion into US, S. Korea and other parts of Asia.
    6) Shrinking Float due to buyback
    7) Presentation at "best of best" conference

    The only real bear case to me is that they are a complete fraud (like Sino) but if that isn't the case, the bull case is much stronger.

  • rclayto1212 by rclayto1212 Sep 8, 2014 8:45 AM Flag

    I have no problem with you being short as long as you don't spam he board. I like to hear the other side and appreciate some things you provide. But, don't fall in love with your short. Lots of moving parts here and taking a lead executive from glu mobile china is big. Read the press release he is in charge of expansion in United States, South Korea and Japan for gaming. Go to appannie to see how well glu does in gaming in china.... This is because of him.

    Don't forget they also were special invite to the best of best tech conference coming up next week. On average those invited to be part of he conference last year were up over 50% this year. A few long shares to balance out the puts may be a good strategy at this point.

    I've found myself wrong on many positions over time. The best thing to do is to try to minimize the losses.

  • Reply to

    The share repurchase critically

    by krill66 Sep 7, 2014 7:09 PM
    rclayto1212 rclayto1212 Sep 7, 2014 7:59 PM Flag

    Truthfully they will smash eps for he next few quarters just because shares outstanding is shrinking....

    What is most important is revenue. If they beat on revenue next quarter I believe that we will see a new 52 week high. If hey miss it will get slaughtered.

  • Reply to

    The share repurchase critically

    by krill66 Sep 7, 2014 7:09 PM
    rclayto1212 rclayto1212 Sep 7, 2014 7:54 PM Flag

    Honestly I think the 16 million share is a bit deceiving for ppl who don't fully understand share buy backs and ADS. The total amount of shares outstanding is around 29.4 million (market cap divided by share price). So they are buying back 2 million shares at about 7.88. (16 million divided by 8 ADS).

    In short they are buying back about 6.8% of the shares. I'm not doing the math right now because it's football time, but you can use the share buy back and calculate EPS going forward based on their guidence and current EPS. Also - as stated in the PR this did not include open market purchases they are going to be doing in the amount of 20 million. So right now it's almost impossible to calculate EPS until we know what was completed and what the new share count outstanding is.

  • Reply to

    The share repurchase critically

    by krill66 Sep 7, 2014 7:09 PM
    rclayto1212 rclayto1212 Sep 7, 2014 7:14 PM Flag

    Read my last post. And google their relationship. Sequoia was their angel investor in 2005 and brought them to ipo in 2010 along with Oppenheimer, piper Jeffrey and rod man renshaw.

    You read carefully and do a quick google search. Very easy to find the information about their 10 year relationship.

  • rclayto1212 rclayto1212 Sep 7, 2014 5:53 PM Flag

    You need to study more. They bought at the repurchase price 0.985. But each ADS purchased was 8 shares. Therefore the true buy back was 2 million shares from the float at 7.88 per share. That is why it rallied. Re-read the press release and then go to investapedia and study what ADS/repurchase programs are. A little studying will help minimize your soon to be losses. Also stop living in 2011 and study feature phone vs. smart phone business for all mobile companies. Good luck to ya. Phase seeing retail option buyers like you lose money because you don't understand things as simple as they buy back.

  • rclayto1212 rclayto1212 Sep 6, 2014 9:51 PM Flag

    Cool story bro.

  • rclayto1212 by rclayto1212 Sep 4, 2014 4:06 PM Flag

    MOBI has been making me lots of money. Key is to hold long term stash of stock and swing trade as well. Making money both ways. Love companies that move 4-5% each day no matter the direction. If you aren't playing this you are a fool.

    You are also a fool if you think this is the same company as it was 3 years ago pre-smartphone.


  • rclayto1212 rclayto1212 Aug 21, 2014 10:30 AM Flag

    if you follow money flow charts its been a combination of long buys since earnings. you see it pop hard (accumulation) in the morning and fade. Wouldn't surprise me if the buyer is playing both sides while they accumulate. Also - I don't believe someone pumping millions of dollars into this type of risky stock is doing it for a 12-15% gain. They are aiming for greater than $10 imo.

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