Zynga Inc (ZNGA)

[Tom4investor2011]

ALL ABSORBED, SAID, AND DONE: my predictions price target for Zynga by December (Q4 2012) is @$5.50 +/-.50, that's final! and I am still seeing a good future going forward> as a strong social gaming company (might not just be for mobile only) if they stop using our $$ to spend on some 1-hit wonder companies like OMG! "Draw Something"! They will survive or being taking over.
_____
• Zynga, Inc. (NASDAQ:ZNGA): The WSJ reports that after the failure of a mobile game, “Draw Something,” that had been released only six weeks prior, Zynga will announce a deal with DreamWorks Animation SKG to continue advertising the game. Zynga has also been attacked recently for it’s purchase of OMGPOP Inc., totalling $183M.


Always JMHO @the moment.


GLTA.

[thompbg]

Check out the July 21 2012 $15 strike. Someone looks like they bought 3000 calls contracts on 0 Open Interest..Can't tell if they bought or sold the $15 put strike..

Could be a Straddle but the Puts look like they were sold...

[PokerVertigo]

I've worked as a software engineer on both AAA titles like Mass Effect and Farmville like games... and I'll say, yeah it is much easier to write flash games, but to write them well, it is quite complicated... I don't agree with "buying stock" in a gaming company solely due to the ease of programming. Zynga is the leader of social gaming which is the emerging market. The older generation is the Mass effects which will slowly die down... and it is dying down... The future is that quality on the web.

[BBseller]

5's soon enough, Get ready for new annual lows on this sham

[WestMaui76]

Good ZNGA Article:

SAN FRANCISCO (MarketWatch) -- Zynga Inc.'s shares have set new all-time lows
this week, as the social-game maker has been hit with the double-whammy of its
close association with Facebook Inc. and the prospect of millions of new shares
coming onto the market next week.

The maker of popular games such as "FarmVille" and "CityVille," Zynga (ZNGA) has
seen its share price tumble more than 19% since the opening bell last Friday,
when the first trades on Facebook Inc. (FB) kicked off following the social
network's initial public offering.

At last check, Zynga shares were trading down more than 3% at $6.85 by early
Thursday afternoon.

That has more than erased the gains the stock enjoyed on an upside run in early
February, when Facebook's (FB) first IPO filing sparked interest in Zynga --
given its role as the social network's most important revenue contributor,
outside of its core advertising business. Zynga's shares surged by more than 40%
over the following month.

Facebook finally made its debut last Friday, and for reasons unrelated to Zynga,
that offering has become one of the year's most notable flops, with the shares
making only a fractional gain on their first day and then falling for most of
this week. By midday Thursday, Facebook's stock was trading around the $32 mark
-- down nearly 16% from its IPO price.

In addition, the Facebook offering has been dogged by controversy and concerns
about the company's growth, which reportedly caused the deal's main underwriters
to cut their revenue forecasts just days before the offering. Those concerns also
can be read through to Zynga, which generates substantially all of its revenues
from the Facebook platform.

"They are irrevocably linked to Facebook's user growth (which hasn't slowed), and
anything that hurts Facebook will be perceived as hurting Zynga," said Michael
Pachter of Wedbush Securities.

The analyst added that "it doesn't help" that Zynga's monthly active users have
fallen by nearly 12% to 248.4 million over the last 30 days, according to
AppData.

Colin Sebastian of Robert W. Baird agreed that the recent weakness in Zynga's
shares "mostly has to do with Facebook, the IPO and slowing growth on Facebook."
He also pointed to concerns about "how Zynga monetizes the shift to mobile," as
the majority of the company's revenue still comes from small transactions made
over its Facebook games.

Both Pachter and Sebastian and several other analysts said that the expiration of
the company's post-IPO share lockups will make a significant amount of Zynga's
shares eligible to sell on the market, starting next week.

Zynga will have about 325 million shares free from their lockup on Tuesday, May
29, from "nonemployee stockholders" that did not participate in the company's
earlier secondary offering.

Two other chunks of 50 million shares and 150 million shares will emerge from the
lockup on July 6 and Aug. 16, respectively, from board members and company
executives, according to Zynga's SEC filings.

The company currently has about 736 million shares outstanding, meaning its share
count could increase by more than 70% over the next three months, though not all
those shareholders may elect to sell at the currently depressed price.

The effect of post-IPO lockups on stocks is unclear. Theoretically, a flood of
new shares hitting the market can depress prices, based on the dynamics of supply
and demand.

However, in a report Thursday, Susquehanna analyst Herman Leung analyzed the
performance of several new Internet stocks before and after their lockups
expired. While share prices saw a decline of about 3% following their lockup
expiration, Leung found that the group averaged no significant change from one
month before the expiration to one month after.

"We were a bit surprised at such little impact, on average, these lockups have
had," he wrote, noting that his sample set was small.

[Tom4investor2011]

Then.....like playing Angry Birds, all I wants is killing those PIGS from stealing my EGG$!

• I wouldn't be so sure about Zynga ever encroaching on the big boys' turf. It's a whole heck of a lot easier to write a flash game than it is to write a sophisticated 3D game. In fact, most of Zynga's games would probably qualify as solid efforts for a college software engineering course. A game like "Mass Effect 3" takes years of the best and brightest artist, software engineers, musicians, and game designers to create.
If you want to buy Facebook, buy Facebook. If you want to buy the games industry, buy EA or Activision-Blizzard. In no case should you buy Zynga.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

**All quote.
_____

Zynga will go on......JMHO. GLTUA!

[Tom4investor2011]

Too much! Good news...then Bad news....then FB....then.....lolzzzzzzlolzzzzz!!!

Then........
• Investors are also miffed that Zynga’s stock has halved over the past two months, not least due to its over-dependence on Facebook (NASDAQ:FB), which is itself under a cloud after its IPO became controversial due to its lowered revenue guidance.
In damage control, Zynga is likely to place more advertising in the game in collaboration with Dreamworks Animation (NASDAQ:DWA) to boost revenues.
In defense of the game, Zynga claims it is an excellent asset that still attracts millions of players. “We think of it as a game that’s an evergreen franchise,” said John Schappert, Zynga’s chief operating officer. “It’s a game that will live on for years.”
• In other moves to bolster the game’s fortunes, Zynga added social networking features such as messaging between players and plans to add more languages to expand its global reach.
________
then.......baZynga's ANGRY BIRDS!?
• Zynga (ZNGA) is a game developer known primarily for creating popular casual games designed for social media platforms such as Facebook (FB), as well as standalone games for mobile devices such as "Angry Birds". The company's market capitalization currently sits at a cool $5.20B as of last close. I believe that this company is significantly overvalued at current prices and it should be avoided.
Why? Well, first of all it's helpful to understand just what Zynga does. The games they create are not particularly difficult to write compared to the high budget, triple-A games that come from the larger publishers such as EA Games (EA) and Activision-Blizzard (ATVI). In fact, their games are sometimes even shameless clones of games that have already been available.
Don't believe me? Zynga's recent release, Dream Heights, is actually a clone of a game called "Tiny Tower" (that was developed by a team of three developers, no less). Their other games? "Words With Friends" is just Scrabble. And the rest of the games they put out, like "FarmVille" and "CafeWorld", are incredibly simplistic and have the mass appeal that they do because they're fairly addictive and easy to play.

[Stream205]

ZNGA: Important MarketWatch article out now.

Compares social network plays.

Gives a HUGE thumbs up to a .30 cent play...........CRWG, CrowdGather.

http://www.marketwatch.com/story/social-media-companies-compared-2012-05-23

[j12111]

sorry see if i can find it again

[SnoBlower]

lol,
Was way too busy playing around with BAC today and didn't bother focusing on Zynga until a little while ago.
What a great day today was though.
It seems that Facebook and Zynga might turn out to be synonymous in there market changes. :>

[Wildbilly]

NYSE courting Zynga

Facebook Considering NYSE Overtures; NYSE Also Courting Zynga -Reports)


DOW JONES NEWSWIRES

The New York Stock Exchange has approached Facebook Inc. (FB) about switching its listing from Nasdaq, according to reports on Wednesday from Fox Business Network's Charlie Gasparino and Reuters.
Facebook Inc. (FB) is "mulling over" the NYSE's proposal, Reuters said, citing a source familiar with the situation.
Gasparino reported that the NYSE offered Facebook "assistance" following the company's initial public offering, citing sources. The NYSE is also "very aggressively" courting Nasdaq-listed social gaming company Zynga Inc. (ZNGA), Gasparino reported.
Full story at http://www.reuters.com/article/2012/05/23/facebook-nyse-idUSL1E8GNDP720120523 and www.foxbusiness.com.
-Dow Jones Newswires; 212-416-2900

(END) Dow Jones Newswires
May 23, 2012 16:11 ET (20:11 GMT)
Copyright (c) 2012 Dow Jones & Company, Inc.- - 04 11 PM EDT 05-23-12

Source: DJ Broad Tape

[WestMaui76]

ZNGA to NYSE...?


The New York Stock Exchange has approached Facebook Inc. (FB) about switching
its listing from Nasdaq, according to reports on Wednesday from Fox Business
Network's Charlie Gasparino and Reuters.

Facebook Inc. (FB) is "mulling over" the NYSE's proposal, Reuters said,
citing a source familiar with the situation.

Gasparino reported that the NYSE offered Facebook "assistance" following the
company's initial public offering, citing sources. The NYSE is also "very
aggressively" courting Nasdaq-listed social gaming company Zynga Inc. (ZNGA),
Gasparino reported.

Full story at
http://www.reuters.com/article/2012/05/23/facebook-nyse-idUSL1E8GNDP720120523
and www.foxbusiness.com.

-Dow Jones Newswires; 212-416-2900


(END) Dow Jones Newswires

May 23, 2012 16:11 ET (20:11 GMT)

Copyright (c) 2012 Dow Jones & Company, Inc.

052312 20:11 -- GMT

[YazM]

LOL

[MiamiGent]

ZNGA Zynga Moves Up 3%, Plans to Announce Deal with DreamWorks
PROVIDED BY Midnight Trader - 2:55 PM 05/23/2012

02:55 PM EDT, 05/23/2012 (MidnightTrader) -- Zynga (ZNGA) is up after the Wall Street Journal says that on Thursday, the company plans to announce its first deal since the acquisition of online game "Draw Something" to place additional advertising in the game.

The story says Zynga (ZNGA) believes an agreement with DreamWorks Animation SKG Inc. (DWA) is just a sign of the revenue-generating possibilities of the controversial acquisition of the game, the story says. The agreement with DWA, which has advertised inside ZNGA games before, will feature banner ads, video trailers and puzzle words related to the animation studio's new movie, "Madagascar 3: Europe's Most Wanted," for a week leading up to the movie's launch. The value of the agreement was between $250,000 and $500,000, which is about the same size as DWA's earlier deals with the company.

Price: 6.96, Change: +0.16, Percent Change: +2.35

[Tom4investor2011]

Good Morning all. I'll always be here watching and take notes!
______
Y'all come back and see us, y'hear?
• Last quarter, Zynga had only 3.5 million paying players out of 182 million monthly unique users, or MUUs. That's just 1.9% of the MUU base willing to pay up.
By that rationale, an even smaller fraction of Facebook's overall MAU base actually contributes to the "payments and other fees" revenue, inflating the average revenue per user, or ARPU, for the rest of us who will never heed the call of a virtual tractor in FarmVille. I've never paid a cent for anything on Facebook's platform, and I never will. On top of that, Zynga is assuredly interested in eventually moving away from Facebook's payment platform in favor of its own.

• Some have called Facebook a fad. Nearly half of the 1,000 respondents to a recent CNBC survey considered it a temporary trend. While 1,000 people is hardly a representative sample, the skeptics are clearly out there.


GLA.

[buckiii2]

Zynga American Express partnership provides rewards for in-game buys

http://www.slashgear.com/zynga-american-express-partnership-provides-rewards-for-in-game-buys-22229466/

[SnoBlower]

I hear you on that. Too bad my broker won't let me short sell Facebook or I would have when it was at $44. lol

[ilpilot]

Any news on your rumor front?

[PokerVertigo]

18 months??? I'm not waiting that long.. Can you post the article you read? I need things to cheer me up.

[j12111]

Just be glad this will turn around for you! Wait 18 month from now..see where we are then?? UP! Alot! Just read nice article! Have faith kiddo!

[PokerVertigo]

Zynga right now has become a household name almost... Hopefully Pincus realizes what he has here and stops screwing with investors like this... I really hate how efficient his employees are vs games..

3000 employees with 3 - 4 games a year.. horse shit...

Look at pinterest... 12 employees and how much revenue per employee?.. it is sick...

[j12111]

Poker..hopefully sooner or later..this thing will go up again and make everyone happy! I am sure not right now either! Pincus..needs to realize that this needs change for the better without crushing all the sm investors that support his company!!! We all know how important Znga has become to the mrkt...it has a nice little daily return for the sm investor if you want to ride the daily bumps! GLTA

[PokerVertigo]

With Pincus at helm, this stock is going to always have a bumpy future... I wouldn't trust that snake for anything... I'm so sick of how he's run my stock to the ground.

[YazM]

I completely agree. It's actually quite ironic that FB did the EXACT same thing as ZNGA did when they released the IPO. ZNGA released at the top of the IPO range and FB as "a whole" got wrapped up in the media and overpriced the IPO as well. Apparently they didn't learn anything from ZNGA's IPO back in December. I was one of the first members on this board when the board started and called the PPS direction "bloodshed" for ZNGA the first few days of trading before they went public after I saw their IPO PPS and boy was I right! All red for multiple days. I called the same for FB's IPO and boy was I right again! LOL

IPO's have been struggling lately and the market wasn't ready for FB; reminded me a little of the real estate bubble here in Orlando.

Waiting for sub 30 before I even think about entering.

GLTA.

[DGILL48]

raise your hands if you got sucked into this by the facebook scam!! raise your hands if you bought at 10!!

[dmik]

Great traction on zyna this morning

[PokerVertigo]

Let's call it analyst/broker rumor... I am in the social gaming circle yes...

Let's cross our fingers and see what happens...

[BBseller]

Ad revenue is declining as stated in fb's S1. Don't see any reason to buy this long term. For a trade, sure but chart is broken and so is the company

[ilpilot]

Is this Internet rumor or is this rumor around the game development circle? I know from reading the board you are in that circle.

This could be a very good deal for an investor like me who has gone long and doesn't have the skill to trade the volatility of this stock. Would be awesome to turn a profit sooner than later. Last Friday certainly was a FAIL,

[dmik]

I herd the same thing from a few analyst it would make perfect sense and it would be a smart move...

[PokerVertigo]

There's apparently word on the "street" that facebook wants access to Zynga's mobile property and so they're in talks for a potential deal.

Only reporting on what I hear, mileage may vary.

[MAXIMUM LIGHT]

ZNGA Will not Fail,Will Pass Go, and Collect 500 DOLLARS,easy!

[HotRod11686]

Good thing NASDAQ screwed up my cancel trade ticket. I feel so much better I didnt get in at such a high price. Its over valued as far as I can see right now.

Zynga unfortunately gets screwed thanks to FB since they still rely on each other to some extent. I wish this would end ASAP so Zynga can start making $$$$ on its own.

I'd stay away from FB for the time being. Wait until this hits a floor. I'd agree with PokerVertigo on a sub 30 price, better reflection of its initial ipo price of 28.

[j12111]

I agree totally!

[newmedman]

wait for 20 over there......

maybe some day Facecrook and and Zynga will both be there....

got a bunch today Tom.... I couldn't wait...

GLTA.... I told you it was just blowback from a crappy IPO....

NOW let's get back to business ZNGA!

[freshy]

'cause Zynga is awesome...consolidating nicely here...it's a solid company..sure Fb is an influence, but not exclusively

[PokerVertigo]

I think it will go down below $28.. still wayy over valued in my opinion... Just look at the revenue FB brings in and compare it to its valuation.. It has potential, don't get me wrong.. but right now I'm thinking low $20's.. maybe $20...

[Tom4investor2011]

I thinks @$33 might be a good entry point. But I love $28 even better, JMO.

[HotRod11686]

Seems like FB is heading back up

[Tom4investor2011]

Boats steering away from FB back to sector i.e. ZNGA, GRPN etc..., still some resistance on Zynga though, along with professionals with their commendations to buy FB's alternative stocks.
______
• Rob Enderle, a principal analyst at San Jose Calif.-based Enderle Group, said Facebook's earnings and revenue don't justify the high price of its stock.
"The insiders made a ton of cash, but the investors who are probably Facebook users lost a lot of money, and it's going to affect their impression of the company," he said. Enderle added that he targets a "conservative" price between $18 and $20 based on the company's earnings and risk.


JMHO.

[PokerVertigo]

It did fall a lot due to shorts and due to that asshole Cadir Lee selling his shares... I have always hated Cadir, useless guy...

[HotRod11686]

ZNGA is recovering slightly.. I wonder why that is the case?

[PokerVertigo]

I wouldn't buy FB... but I would have bought Zynga today at $6.5 or so...

[BBseller]

I see no reason to own thjis long term. It will have some bounces since it's got a bunch of momo players in it now but I personally wouldn't touch it. Chart sucks and so does the company

[dmik]

Zynga however is undervalued.. I would wait a little longer before it stabilize..
FB might have to wait for thier quartly earning to coming out

[Tom4investor2011]

@what price$ you would buy ZNGA and FB ?

my is ZNGA @$6 +/-$.5, and FB @$28....Anyone else?

[dmik]

Looks like FB money starting to return back to the old sector again..

[Tom4investor2011]

Facebook Effects, Hurt Zynga and sector:
___
Zynga Inc. (ZNGA): Insiderslab.com found Market Sale made by company Executive Vice President, Chief Technology Officer -- Cadir B. Lee on May 10, at stock price US$7.99. Disclose date: May 11. By the end of last Friday's trading, Zynga Inc. (ZNGA) dropped US$1.11 per share (equivalent to 13.42%), where stock prices fell to US$7.16. Zynga was traded above average volume with 39.02 million shares traded, 19.4 million shares more than its daily average.
_____
Seem like FB take everythings down with it ZNGA, RENN, DANG, GRPN etc...Is a Good buying Opportunity? IMO, NOT YET for baZYNGA!


GLA.

[Tom4investor2011]

Seriously all I need is one day, Friday May 18th with FB:


Quote
__________
POSTED ON iHUB:
Tom4investor2011   Share
Friday, May 04, 2012 2:46:58 PM
Re: PokerVertigo post# 883

Do you thinks your coWorkers or you, and their friends would unloads now just right before Facebook's IPO on May18th? That would be unsmart, I thinks ZNGA shares will be unloads on May 18th right after FB start trading, 95% I am sure is will happens (marked this post). JMHO. 

Good luck. All.

____________

[edlaws]

Facebook not getting the pop everyone thought they would get perhaps made some owners of ZNGA nervous

It’s not too surprising that Facebook’s less than spectacular debut is having negative secondary effects on social-media companies such as Zynga