Yeah strong close, Nice ER too. So glad I bought 50% more at $.98 - avg is $1.14 150,000 shares. Now i think we will be back to nice spikes before Earnings come Oct. next 2 Qtrs should post better than 50 million each. Joes needs to create that one item that everyone just has to have. We need a Ugg type product...if that ever happens we could go to 10 or more.
Do not see any upgrade to 5 anywere, by who? Been here for a few years. I do agree undervalued and should be close to 2, i beleive a Conglomerate will buy out Joes/Hudson within next 2 years.
TowerBrook Capital Partners purchased True religion in 2013
7 for all Mankind is owned by VF Corporation which owns-7, timberland, Fruit of the Loom,Lucy, Majestic and others.
Joes/Hudson is the only Premium Denim Brand that is independent and publicly traded. Now that they have paid off Joe and cleaned up the Balance sheet the end game may be to Sell out. I think we fetch close to 3-4 in a buyout. 275-350 Million
It would seem that things are even more High Tech than originally thought. I am even More bullish than before.
According to the press, Regina is a Bad #$%$..
Don and Team have Exceeded expectations with This BOD Move. It will only get better. Very much looking foreward to the up coming Earnings Call.
This will drive margins lower sequentially, just need to get those new hot items to drive higher sales. I still think TowerBrook Capital Partners L.P. will buy Joez/Hudson same as True Religion last year. would most likely pay 2.50+/- per share and score massive synergies and cross doors. JMO
i think they go the way of other premium Denim, VC group going to take them private like True religion etc.
2.50/share just a matter of when?? the only way to make them highly profitable is to mae them all in the same place and buy all the raw materials in the same place then sell them in multiple styles and labels all over the world...
Way to go JOEZ, Good Qtr...
Your wrong,,, Half glass empty and not reality. the reality is Don sold enough to cover the Taxes on the RSU's and went long on the Balance!! That is actually a GREAT sign... He is bullish on his RSU's.. that is the smart way to play RSU's. future Tax base will be on gains only.
yeah I just read that guys post on StockTwist saying Don Bought shares, guess i should have Read the Form first. Either way he is holding a lot of stock back and each year more coming so why not be consistant and just convert what you want and hold the rest Long term. Its a lot of cash.
Move to Fl to be closer to ZULU Time and next to EA to develop next generation Sports games W/Nat Motion via Mobil. Plus Harry Potter game Suit w/Disney-Dreamworks and others. IMO
I also thing eventually EA will be the Buyer of ZNGA. Don and clive have their Roots set and have an amazing relationship with EA. I also think EA will realize that Zynga has bought the one and only Tech company (Natural Motion) that can deliver the Appeal of Console quality to Mobile. This in partnership with EA to develope next Gen Franchise games for Mobile and ultimately get to Telivision via Netflix/Apple TV, goog tv ect by passing consoles all together. In the next 5 years an entirely new industry will be reborn for Gaming and how you play it and how you recieve it. MSFT could buy both EA and Zynga if they want to expand Xbox mobile. your looking at this from a Stock price perspective on an hourly basis. Think big picture and How that could come to fruition.
I think your missing it. We only know of the existing games clean up and move to mobile which now are rising nicely on the grossing charts and userbase charts- Significant spend on New games over the last 12 months. These will hit back half of 14 and into 15. RMG is alive and well in the UK, will expand when the timing is right. this is what I expect to see.
1. At least one BOD- of high power and long time Aquaintance of Don
2. Exceed top end of the guidance and approace 200 Mil for Q2-reiterate Guidance full year.
3. Launch in GEO at least 3 Games in Q3- with Significant partnership and Character appeal-Harry potter, looney tunes starwars perhaps.
4. Significant Investment made in Zynga by one or More partners/and or Share buy back completed.
Odennellm has not clue what the new games or if they will be sucessful. He only knows that Don inhertied a ship wrech that has been salvaged, stopped the leak and now is onto a path which which makes sense. King has said admitted they have a pasta against the wall strategy- Fail early fail cheap. That is a loser strategy. You have to develop with a purpose and a high level of confidence that the work you are doing is going to make an impact. CIMR - Consumer insight market research is the key to it all. The New guys running Z come from highly structured, highly proffessional companies. They are building a Powerful company behind the Scenes, unfortunately once you see the first 2-3 games it will be very clear they will be the At scale market leaders in this space. Eveyone here will wish they sold everything to buy at 3 including me. I have enough to make a difference if it goes to 7-10 and Make a significant amt if it goes to 15-20 which i think it will in less than 2 years. New games will blow the sox off any game currently on the market in terms of
look, feel and polish. Z will set new standards and will not be caught for quite some time IMO.
we just have to wait for that gate to open and it has just been unlocked IMO.
Get ready folks.. The Mobile gaming market is about to be disrupted..
Miss?- Don Low balls everything, Z Should be on track for a huge Beat at around 198 Million, over the high end of guidance. Suprise and delight in all aspects, get used to that!
Interesting, I had predicted that at least one of the BOD would be from a Notable Casino Franchise, the other a Visionary for Gaming in General.
ZNGA is on a mission to create the top Franchise games in new Untapped Genres on Mobile in addition clean up and expand/refine existing hit games. To avoid the blatent rip off of their games going forward ZNGA is being smarter and will include Tried and proven Franchise IP and Strategic partnerships (Looney tunes, Star wars, Harry Potter, Call of Duty etc etc.) into their games. Once the games are developed, beta approved and head to Geoloc we will start to see the new stuff on and after Q2. At the same time Don and team are continuing the Clean up and bringing in BOD which add Value to the future of the company. We need more than just Bodies with kick #$%$ resumes. We need folks who are also visionarys for Mobile gaming. I wouldnt be suprised if we see a big wig from a Casino (cesars or Wynn) company AND a A Legend of sorts for Gaming. I still think other BOD members will be replaced as well. Don is a winner... He is building a winning company and will prove his ability to be CEO. BTW: King has listened very closely to Don, even in their remarks they have used some of Dons words. King has a NO AD policy, that is a huge mistake and will cost them qtr/qtr as Candy Crush continuse to decline. Their motto to fail quick and fail cheap, pasta against the wall will also cost them IMO.