Genius Brands International Inc (GNUS)

[rickn23]

Thanks for the shareholders letter link. I wouldn't have seen it until tomorrow when the 8K arrives.

I agree this is a good letter. It reads more like a Fortune 500 press release for the earnings report. I like how Andy talks "real" numbers (and where they came from) and not estimates.

CHINA. Additionally, and concurrent with the Llama Llama production, we have negotiated a high six-figure deal for sale of our Llama Llama series in China, which will have a material impact on reducing our cash draw to produce the series.

The significance of that is Monster High from Mattel and My Little Pony/Equestria Girls from Hasbro, are proven billion dollar brands, which we benchmarked against as our direct competition. The licensing program which was conceived a year ago, has today an unprecedented amount of consumer products and retailer support for a non-theatrical animated property with over 180 licensed products being manufactured by over 20 blue-chip licensing partners for SpacePOP's introduction this fall at retail. Coming into the marketplace this fall are:

64 Apparel, Accessory, Bag/BackPack/Hydration Items
44 Toy Items comprised of Fashion Dolls, Plush, Collectibles, Novelties, Games and Puzzles
16 Consumer Electronics and Tech Accessory Items
10 Beauty and Cosmetic Items
12 Bedding and Room Décor Items
8 Home Entertainment Items ranging from DVD, CD and Digital Downloads
6 Halloween Costumes & Halloween Accessories
3 Confectionery Items
2 Books

Edit
Q4 2016/Q1 2017 should look real good, due to SpacePOP. Fall 2017 should look good due to "LLama LLama"


Edit 2
I like the look of the stuffed Llama Llama in the red pajama. It should sell well.