Hi All Longtimers,
I would be remiss if I did not add my fond farewell to all of you and thank you for all your insights. While I have migrated to posting more on Stocktwits, I have kept up frequently with your thoughful posts. I have done very well with AVNR and appreciate you getting me up to speed on DD more quickly than I could have on my own. I enjoyed the history and bonds with each other that you have shared with newcomers. Good luck in the future and hope we cross paths again on our investment trails.
Ha Ha dasgutezirdorfer...so that is how you make a statement. Compare the CEO to Bernie Madoff? HAHAHAHAHAHAHAHA, you really are incredible! BTW you say" revenues are not even coming close to those “backlog” numbers and never will". What a jokester you are! Prior to Waller and GMI acquisitions last year, their backlog was $110M and they did exactly $110M is FY2014 revenues. The backlog of $220M was set in September this year, AFTER the acquisitions were completed. HAHAHAHAHA so you think the CEO is lying? You are the liar! I can't stop laughing. I just have to keep accumulating at this price so I can have a 4 bagger in 2015. See ya, loser!
Dasgytezurdirfer, who are you scamming and why? You say:
. The backlog that you reference DOES NOT exist as “backlog” rather it is “contract capacity.” Contract capacity has absolutely no relationship to real revenue in most IDIQ contracts
All YOU have to do is listen to the CEO in the CC to hear him define backlog. It is fully funded and expected to be worked on into revenues in an AVERAGE 18month period. Backlogs used to be only 6-7months and have now grown to a very nice pipeline of continuous and stable revenues. Also, revenues increase for any add on revenues like the PPE being sold by VSRPPS for the ebola efforts right now.
Stop lying. I am sick of people like you with agendas for spreading Fear Uncertainty and Doubt. Get outta here! Why are you interested in a U.S. government contractor anyway? You can't even fool an idiot with your ulterior motives.
Sentiment: Strong Buy
Hi Outlaw...I have been tweeting a lot more than posting on the YMBs. You can follow my trail on Stocktwits. Its a lot quicker and consumes most of my time with all the issues I am investing in. I hardly have to babysit LGF anymore because it is in good hands. I decided that I will hold 2K shares of my core position for Netflix type action in the next 5 years to come. This truly has turned out to be a gem for me. Good Luck!
there is a chart posted on stocktwits with a shoulder from 12/2013 at around 35 and the low of the head at around 25
So true! Baker Bros. is like magic to a bio stock. They know the potential of the pipeline. They are also fully invested in IDRA, another one of my bio holdings. Rest easy knowing that they are the best institution to have behind you.
Speaking of technicals....The H&S pattern I see is a $45 price target, but more importantly an annual cup and handle formation auto detected by the Recognia program indicates a $65 price target within 1 year! Good luck
“This is the just the beginning — a template, if you will. You can probably guess what might be coming next.”
A new generation of Twilight with baby vampire growing up and marrying werewolf? That is my guess.
LIONSGATE TEAMS WITH STEPHENIE MEYER, FACEBOOK AND WOMEN IN FILM TO CREATE SHORT FILMS COMPETITION BASED ON CHARACTERS FROM THE WORLD OF TWILIGHT
PR Newswire Lionsgate
11 hours ago
Winning Short Films by Aspiring Female Filmmakers to be Chosen By Star-Studded Award-Winning Female Panelists
Shorts will Premiere Exclusively on Facebook Next Year
VANCOUVER, British Columbia and SANTA MONICA, Calif., Sept. 30, 2014 /PRNewswire/ -- As part of its ongoing effort to enhance its diverse portfolio of premium content, Lionsgate (LGF), a premier next generation global content leader, is teaming with Facebook, the prestigious Women In Film organization, the crowdsourcing platform Tongal and best-selling Twilight Saga author Stephenie Meyer to create and manage a social media campaign to develop and produce a series of short films directed by aspiring female filmmakers. The campaign, called "The Storytellers – New Creative Voices of The Twilight Saga," will include films based on a broad spectrum of characters from the Twilight universe, with guidance provided by Meyer's encyclopedic The Twilight Saga: Official Illustrated Guide.
.Courtesy of Lionsgate.
The campaign will center on a multiphase contest culminating in the selection of at least five aspiring female filmmakers to direct short films based on characters from the Twilight universe. The films will be produced and directed with the mentorship of a blue chip panel of advisors, which will ultimately select the winning shorts that will premiere exclusively on the Facebook platform next year. The star-studded group of female panelists will include Stephenie Meyer, actress Kristen Stewart, Academy Award winners Kate Winslet and Octavia Spencer, Jennifer Lee, the award-winning writer and one of the directors of Disney's global blockbuster Frozen, Twilight director Catherine Hardwicke, Emmy Award-winning actress Julie Bowen, and Women In Film President Cathy Schulman.
Five winning shorts will be financed through production advances, and fans will help select a grand prize winning filmmaker who will receive a cash prize and career opportunities. The short film development and production process will involve extensive fan engagement on the Facebook and Tongal platforms.
"More people than ever before are creating, discovering and engaging with videos on Facebook," said Facebook Vice President of Partnerships Dan Rose. "This collaboration with Stephenie Meyer, Lionsgate and Women In Film is a great opportunity to engage Twilight's massive global audience on Facebook through an innovative premium video program."
"We're delighted to expand our longstanding relationship with Stephenie and confident that her participation in the Twilight short films campaign will add an exciting new dimension to the incredible world she has created as an author and producer," said Lionsgate Chief Executive Officer Jon Feltheimer and Vice Chairman Michael Burns. "Our partnership with Facebook and Women In Film underscores the opportunities for growing our franchises in exciting new directions, and we're pleased to introduce fresh creative talent to the Twilight universe as part of our commitment to female empowerment in front of and behind the camera."
"Accessing Hollywood is a momentous challenge, especially for aspiring female filmmakers, so I'm thrilled that Women In Film has been invited to join Stephenie Meyer, Lionsgate and Facebook to empower new storytellers with diverse voices," said WIF President Cathy Schulman. "Women In Film is proud to help recruit and mentor female filmmakers as part of a project that illustrates the power of a beloved book and movie franchise to lessen the gender gap in our film community and provide a platform for women's perspectives to be seen and heard."
"The female voice is something that has become more and more important to me as I've worked in the film industry," said Meyer. "I'm honored to be working with Women In Film, Lionsgate, and Facebook on a project dedicated to giving more women a chance to be heard creatively."
9/29/2014 10:00 EDT - Lions Gate (LGF) shares up 1.8%, earlier up more than 3%, perhaps as investors consider it a buyout target following reports that SoftBank is talking to DreamWorks Animation (DWA) about a possible buyout. Analysts had been looking for months at Vancouver-based (LGF) as a potential tax inversion target for a US company. Still Don Bilson, head of event-driven research at Gordon Haskett Research Advisors, who has often pointed to LGF as a target in his newsletter and did so again this morning, cited Netflix(NFLX) as a potential buyer. Mr. Bilson said that one issue with a possible takeover is the company's chairman and 37% owner Mark Rachesky. "We figure Rachesky would have to be blown away by an offer."
In recent months, reports have linked SoftBank to a range of potential targets, including U.S.-based Internet company Yahoo Inc., YHOO +4.39% British mobile operator Vodafone Group VOD.LN +0.10% PLC, Mexican wireless carrier Grupo Iusacell SA de CV and Line Corp., the Japanese operator of a fast-growing mobile messaging service. SoftBank already owns a stake in Yahoo Japan Corp. 4689.TO -0.72%
But business associates of Mr. Son say he remains attracted to the growth potential of the U.S. despite the T-Mobile setback. He wants to expand SoftBank's media content, seeing that as a way to expand by giving SoftBank's mobile networks a competitive edge, they say.
To expand digital content, SoftBank in July hired Nikesh Arora, one of the driving forces behind the growth of Google Inc. GOOGL +0.45% 's lucrative search advertising business. The discussions between SoftBank and DreamWorks Animation began advancing with his arrival, one of the people familiar with the matter said. Mr. Son has met with Mr. Katzenberg, though Mr. Arora has been leading the talks, the person said.
SoftBank last month acquired control of Supercell Oy, a Finland-based mobile-game company that created titles such as "Clash of Clans.'' SoftBank also owns a controlling sake in Japan's GungHo Online Entertainment Inc., the developer of "Puzzle & Dragons." Such investments have made SoftBank the top-grossing provider of mobile-game applications for smartphones world-wide, according to research firm App Annie.
Yet efforts by telecoms and media companies to bring content and distribution under the same roof often have failed to live up to expectations. France's Vivendi SA VIV.FR +0.58% in 2004 sold control of its Hollywood assets to General Electric Co. GE +0.31% , only four years after acquiring them. And Japan's Sony Corp. 6758.TO +1.76% has struggled to reap the benefits of owning electronics and entertainment arms.
Updated Sept. 28, 2014 6:38 p.m. ET
SoftBank Corp. 9984.TO -0.81% is in talks to buy or otherwise link up with DreamWorks Animation SKG Inc., DWA +0.58% people familiar with the negotiations said, a deal that could help the Japanese company and the Hollywood studio as they seek new ways to compete with rivals world-wide.
Coming nearly two months after SoftBank dropped a possible bid for T-Mobile US Inc., TMUS +1.44% a DreamWorks Animation deal could give the conglomerate's Sprint Corp. S +0.47% unit another way to try to challenge top U.S. mobile carriers AT&T Inc. T +0.57% and Verizon Communications Inc. VZ +0.32%
Rather than directly expand his telecommunications network, SoftBank Chief Executive Masayoshi Son now appears to be focusing more on acquiring content creators, mostly videogame studios so far, whose products can be used to woo potential mobile subscribers.
Mr. Son early last month decided against bidding for T-Mobile, the fourth-largest U.S. cellular operator, and combining it with No. 3 Sprint, amid antitrust concerns in Washington.
SoftBank is well positioned for acquisitions in part because of billions of dollars in paper gains from the recent initial public offering of Chinese Internet company Alibaba Group Holding Ltd., of which SoftBank owns 32%.
DreamWorks Animation in talks to sell to Japan's SoftBank
DreamWorks Animation, the studio behind the "Shrek," "Kung #$%$ Panda" and "Madagascar" movies, is in talks to sell the company to Japanese telecommunications firm SoftBank Corp., according to a person familiar with the talks.
Jeffrey Katzenberg, chief executive of the Glendale studio, has been in discussions to sell the company he launched twenty years ago to SoftBank, which owns Sprint Corp. and recently dropped a bid to acquire T-Mobile.
DreamWorks Animation CEO Jeffrey Katzenberg talks about advancements in animation during the International Consumer Electronics Show in Las Vegas in January. (Julie Jacobson / Associated Press)
The DreamWorks board held a meeting Thursday to consider an offer by SoftBank to buy DreamWorks for $32 a share, well above the company's current share price, which closed at $22.36 on Friday, according to the person, who was not authorized to discuss the talks.
A spokeswoman for DreamWorks Animation said she could not comment on "rumors and speculation."
lRelated DreamWorks Animation, Disney sued over alleged no-poaching scheme
DreamWorks Animation, Disney sued over alleged no-poaching scheme
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Katzenberg considered selling the company two years ago but withdrew those plans to focus on building the business into a broad-based studio with interests in television, theme parks, live entertainment and digital media. Last year, it bought YouTube teen network AwesomenessTV for $33 million in cash.
In an interview with The Times this summer, Katzenberg said he was no longer looking to sell the studio but focusing on growing its businesses.
The talks with SoftBank come as DreamWorks Animation has been attempting to diversify its operations after a string of box-office misfires over the last two years that rattled investors and caused a sharp decline in the company's share price.
DreamWorks Animation appoints new chief financial officer
DreamWorks Animation appoints new chief financial officer
Earlier this year, the company took a $57-million write-down for "Mr. Peabody & Sherman," the third write-down in less than two years for the studio. After its 2013 summer hit "The Croods," DreamWorks took a $13.5-million charge this year on its snail comedy "Turbo." And last year, DreamWorks reported an $87-million write-down for "Rise of the Guardians." The flop was one reason DreamWorks laid off about 350 employees.
The company scored a hit with its latest movie, "How to Train Your Dragon 2," which did big business in China.
What da heck does "charge" and "write down" mean? Use normal terms LAT please!
AT 10:38 AM SEPTEMBER 28, 2014
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DreamWorks Animation was founded twenty years ago as part of the studio created by Steven Spielberg, David Geffen and Jeffrey Katzenberg. The company was spun off as a separate public company in 2004.
Since then, the company has evolved from a fledgling studio into a $700-million-a-year multimedia powerhouse and one of the industry's leading animation companies.
But Katzenberg has come under growing pressure to improve DreamWorks' performance as it faces growing competition from rival studios. The company posted a $15.4 million loss in the second quarter.
SoftBank has been on the lookout for acquisitions. Last year, the company made an unsuccessful attempt to buy Universal Music Group from Vivendi. SoftBank recently drew attention for its $20-million investment in Chinese Internet giant Alibaba.
SoftBank owns companies or pieces of them in wireless, broadband, Internet, e-commerce and other tech-economy sectors, including a majority share in U.S. cellphone carrier Sprint.
Recently, SoftBank hired Nikesh Arora, a business development hotshot who spent ten years at Google, to engineer new deals for SoftBank. If the DreamWorks Animation deal pans out, SoftBank will have more content to stream over its pipelines.
The deal talks were first reported by the Hollywood Reporter.
Boogins...OT...are you still in MACK? I was in it in 2013 when we corresponded about MM-398 and now the new Baxter deal to commercialize it in Europe has me back in it. Would appreciate your perspective on that board as I haven't seen any posts from you there lately.