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it is not all that bad with ZNGA

it is not all that bad with ZNGA# Stock

c*92013-07-26 07:07

1 楼

1) 1.7B cash (no debt) and Hundreds of millions of users, there is not too
much
downside
2) cutoff the online gambling garbage, focus on what you are good at.
3) coming of low expectation and new CEO
get ready to shake off the weakness and moving forward.
still expect to break 4 by the end of the year. that will be 33.33%, still
worse than the 40% benchmark someone just posted, but not bad.

X*r2013-07-26 07:07

2 楼

大牛厉害

★ 发自iPhone App: ChineseWeb 7.8

【在 c*******9 的大作中提到】

: 1) 1.7B cash (no debt) and Hundreds of millions of users, there is not too
: much
: downside
: 2) cutoff the online gambling garbage, focus on what you are good at.
: 3) coming of low expectation and new CEO
: get ready to shake off the weakness and moving forward.
: still expect to break 4 by the end of the year. that will be 33.33%, still
: worse than the 40% benchmark someone just posted, but not bad.

L*d2013-07-26 07:07

3 楼

just one question, have you cut meat yet?

【在 c*******9 的大作中提到】

o*A2013-07-26 07:07

4 楼

Thanks. I feel better now.

t*x2013-07-26 07:07

5 楼

你这基本算wishful thinking吧？我记着你说过7来着，不会过两月目标变2了吧。根据
多年观察，股版看好hype的股票坚决不能碰

【在 c*******9 的大作中提到】

c*92013-07-26 07:07

6 楼

no

【在 L*****d 的大作中提到】

: just one question, have you cut meat yet?

D*72013-07-26 07:07

7 楼

ZNGA的这次大跌本来就挺牵强的，Beat了ER还跌成这样的还有其他的案例不？
我觉得关键还是墙街的意愿，MM想你跌就往跌的方向解读，就像昨天的ZNGA，想你涨就
往涨的方向解读，就像两天前的FB。

m*o2013-07-26 07:07

8 楼

My 1c:
1. RMG is the reason that a lot of investors bought this stock. Without it,
many will bail.
2. The revenue decrease rate is alarming. 40-50% Y/Y and 20% squentially.
Cash burn will accelerate in the future if this trend is not reversed.
3. Without a surprise, we won't see 3.5 till Q3 ER. More likely we see 2.5
before 3.5.
4. Net cash is 1.5B. Net cash per share is around $2. But I doubt it will go
that low.
5. The positive thing is the new CEO who has a good track record. He is only
on the job for two weeks and one shouldn't expect a magic bullet.