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They added two last week the DVD and two days later went nationwide with pajamas in Walmart/Target/ Amazon They are coming along at a nice clip every week new items, relax.
You know how much they had in June? Almost nothing, last year at this time RR literally had nothing, literally since September dozens and dozens added, end of year supposed to have 350+ licensed items up from 50 in 2018 give them a chance its growing, and all do not forget KS will have large licensed goods on release.
This one is gonna shock the living _hit out of many.
https://www.walmart.com/ip/Rainbow-Rangers-Toddler-Girl-Short-Sleeve-Snug-Fit-Cotton-Pajamas-4pc-Set/999834439?wmlspartner=wlpa&selectedSellerId=0&adid=22222222227332315701&wl0=&wl1=g&wl2=c&wl3=415880782681&wl4=pla-871574419595&wl5=9008272&wl6=&wl7=&wl8=&wl9=pla&wl10=8175035&wl11=online&wl12=999834439&veh=sem&gclid=Cj0KCQiAm4TyBRDgARIsAOU75soN7CNx487hYKVxz1NESJKMFqwq7ryY7x-LmhlIJ7S3hk4t0nExpAkaAu-3EALw_wcB
Oh and BTW the company that put out the two T-shirts in all sizes, most sites showed them black, well they have added sweatshirts and hoodies. It is happening just give it a chance.
They are a March filer for the 10K
IMHO look for it on the 5th.
13G/A filed by Black Rock they increased their holdings by 10% to 30 mil + shares and now hold 12.7% of the OS.
With the total 180 degree turn in the fortunes going forward for LPI I expect more than just this one IMHO.
Call me crazy I say its heading back to 6 before 2020 is out.
Peace out.
Earnings call next week and more importantly revised guidance going forward with the debt sorted for the next few years LPI can now use the excess cash from the restructure to take advantage of the two new oilier fields they picked up for peanuts. The one was a bolt on they walked into it producing 1400 barrels per day already.
Hopefully they can find another cheap property or two from many of the distressed firms out there that need their liquidity sorted now, that debt was a game changer, they are in better financial/business shape than they have been in a couple years. Now they have the time, the resources and the cash necessary weather the storm until a return to 70+ oil, which IMHO will be by fall, we shall see. Make that yearly revenue pop from 1 billion to 1.25 billion would be nice for a start.
A few things another poster on another forum pointed out.
The rigs will move to the new oilier acquisitions.
This strategy change should allow for a very fast cash flow build in the current fiscal year. That cash flow build should offset the higher debt costs and then some.
More acquisitions of oilier acreage are an excellent possibility (especially at distressed pricing).
Look for the percentage of oil produced to climb materially in the current fiscal year while costs are held relatively constant.
The future appreciation potential due to the strategy change is enormous.
Laredo Petroleum (LPI) was very focused on cost management and reserve additions. Now a management change will focus on cash flow and profitable growth.
Peace out.
$LPI Oil Inventories Fell 4.3M Last Week: API
Jan 28, 2020 04:51PM ET
23 million barrel draw in 2020 thus far.
https://www.investing.com/news/commodities-news/oil-inventories-fell-43m-last-week-api-2069874
Peace out.
$LPI Oil rising blowout earnings in 2 weeks with guidance being raised for 2020....... the perfect storm.
They are in the best shape business wise and financial wise in 2 years IMHO. Those two oily fields they got on the cheap well below 2018 prices were the key. If it wasn't for them the bank deal would have been non starter. They solidified the next few years with better ground and have cash left over to buy another if one comes available at a dirt cheap price. The last was a bolt-on already doing 1400 barrels per day.
Peace out.
Notes sold, the Company received net proceeds of approximately $982 million from the offering, after deducting underwriting discounts and commissions and estimated offering expenses.
The Company will use the net proceeds from the Offering (i) to fund the Tender Offers for any or all of its Existing Notes, (ii) to fund the redemption of all outstanding Existing Notes that remain outstanding after completion or termination of the Tender Offers and (iii) for general corporate purposes, including repaying a portion of the borrowings outstanding under the Company’s senior secured credit facility.
Pending the potential use of the net proceeds from the Offering as described in items (i) and (ii) above, the Company may invest the net proceeds in short-term, liquid investments, at its discretion. Effective upon the closing of the Offering, the borrowing base under the Company’s senior secured credit facility was automatically reduced to approximately $950 million, subject to covenant compliance.
Debt sorted no need to think about that til 2025.
If they could just find two more oily properties selling for deep discounts like the first two, that would just be icing on the cake.
Peace out
Earnings in 2 weeks which as per the company beat all quarterly estimates, yearly top end estimates and raising 2020 guidance with proven reserves having been raised, free cash flow and EPS raised gonna be a hell of a year, love getting to load the beginning of a hike into the mountains.
Peace out.
$LPI Laredo Petroleum (LPI) PT Raised to $5 at Wells Fargo
January 24, 2020
https://www.streetinsider.com/Analyst+PT+Change/Laredo+Petroleum+%28LPI%29+PT+Raised+to+%245+at+Wells+Fargo/16368600.html
This is like a gimme it's so easy.
Oil prices ranged higher than at any time the previous year and NG had not been taken down yet, it even spent a month in the 2.60's.
Yet again they will surprise, this one and $MR are the two no brainer plays from the bottom as they get pushed down beyond all common sense reasoning.
This matters more than anything else and added to sorting the debt with later notes and the two new "oilier" properties they just got that will be cheaper/easier to get online forget about it.
Laredo Petroleum tops full-year production outlook
Jan. 6, 2020 8:54 AM ET
Laredo Petroleum (NYSE:LPI) Both oil and total production guidance for FY 2019, producing an average of 28.4K bbl/day of oil and 80.9K boe/day, marking respective Y/Y gains of 2% and 19%.
LPI also says it topped both oil and total production guidance for the fourth straight quarter, with 27.3K bbl/day of oil output and 84K boe/day of total production, "driven by consistent operational efficiency gains that positively impacted cycle times and wider-spaced well packages that averaged 16% better than the company's oil type curve for Upper/Middle Wolfcamp wells on [its] established acreage."
The company says its total proved reserves rose by 23% Y/Y to 293M boe, partially driven by results from wells developed with wider spacing vs. wells developed in 2018 with tighter spacing.
No problem, I think the news is about to flow...…………….
$GNUS As in years past when this show "Hong Kong International Licensing Show" draws to a close is when the news of new licensing deals are announced for the year ahead ended Sunday January 20th, yesterday.
http://www.licensingcorner.com/event/event-news/hong-kong-international-licensing-show-draws-to-a-close/
Thus the January 23rd shareholder letter in 2019 and in 2018 there were three licensing PR's the n a shareholder letter, I think we shall have a pr wave sooner than later.
Peace out.
Its just as plain as the nose on ones face. This is the last post on it but wanted to show people that the merchandise offered by Genius trebled in 2019 and they are striving to treble it yet again this year.
Kindergarten Superhero that one will be a lot easier as already as we saw from the Governator video in the October 15 shareholder letter the lunch box he has is one of many as with his name recognition and Stan Lee with Alibaba onboard it starts a revenue merchandise stream immediately. Where as Rainbow Rangers and Llama Llama had to get a successful season under their belt with an order for more to get any licensing so it just started taking off in September KS gets that from the jump.
Licensed merchandise added since June 2019 for both Rainbow Rangers and Lalama Llama in looking this remeber until July of 2019 Rainbow Rangers had no licensed merchandise and Llama Llama besides books and a few other items they add more since July than they had 4 years previously.
You think 2019 doubling revenue YoY and 2020 set to triple/quadruple that forget about it.
Holiday Mama Llama could only find this listing as was only aailable for the Xmas season.
https://www.homedepot.com/p/Home-Accents-Holiday-13-5-in-Storytelling-Holiday-Mama-Llama-PA67782/305081103
Llama Llama Red Pajama Toddler Costume
https://www.halloweencostumes.com/llama-llama-toddler-red-pajama-costume.html
Kurt Adler Llama Llama Blow Mold Ornaments
http://www.kurtadler.com/product/Llama-Llama-Blow-Mold-Orn-2Asstd?Dept=Llama-Llama
Kurt Adler Llama Llama Red Printed Stocking
http://www.kurtadler.com/product/19Llama-Llama-Stocking-WWht-Cuff?Dept=Stockings
Llama Llama Party Supplies were supposed to be out Spring 2020 but got out fall 2019.
https://www.partycity.com/llama-llama-party-supplies
Llama Llama Learn to Dress Plush Toy
https://bestdollsforkids.com/products/llama-llama-learn-to-dress-educational-toy
Llama Llama - 24 Piece Wooden Jigsaw Puzzle "Toybox"
https://www.amazon.com/Llama-Wooden-Jigsaw-Preschool-Toddlers/dp/B07PBF3R23/ref=sr_1_12?keywords=llama+puzzle&qid=1579533976&sr=8-12
Llama Llama - 24 Piece Wooden Jigsaw Puzzle "Friends"
https://www.amazon.com/Llama-Wooden-Jigsaw-Preschool-Toddlers/dp/B07P63ZF4P/ref=sr_1_11?keywords=llama+puzzle&qid=1579534589&sr=8-11
Llama Llama: Merry Christmas Llama Llama
https://www.bestbuy.com/site/llama-llama-merry-christmas-llama-llama-dvd/34739993.p?skuId=34739993
DVD Being released February 4, 2020
Llama Llama: Family Fun Collection "Includes Book Llama Looses a Tooth"
This will be their fourth DVD in a year, before that they had no DVD's now there are four (as of February 4th, 2020).
And Rainbow Rangers you can say all royalty/licensed items are 2019 with the majority being from September 2019 that brand has never had dozens of items, no items really through a fall/holiday season, this will be the first. 2020 will the 3-4 times as much this time next year and a live musical touring US/Canada like the Llama Llama live musical is touring the US/Canada this year.
Titles added to the book catalog.
Lama Lama im Pyjama Harcover/Kindle - August 20, 2019
Llama Llama Mess Mess Mess Hardcover/Kindle – August 27, 2019
Llama Llama y sus amigos / Llama Llama And Friends (Spanish Edition) (Spanish) Paperback – September 24, 2019
Llama Llama y su pijama roja / Llama Llama and the Lucky Pajamas (Spanish Edition) (Spanish) Paperback – September 24, 2019
Llama Llama Secret Santa Surprise Paperback/Kindle – October 15, 2019
Llama Llama Hide & Seek: A Lift-the-Flap Book Board book – January 14, 2020
Books being released 2020
Llama Llama Very Busy Springtime Paperback/Kindle – February 11, 2020
Llama Llama Mother's Day Present Paperback/Kindle – March 10, 2020
Llama Llama Gram and Grandpa Board book – March 17, 2020
Llama Llama 2-in-1: Wakey-Wake/Nighty-Night Board book – June 2, 2020
Llama Llama Holiday Helper Kindle Edition - October 6, 2020.
They went from almost no presence in the merchandise game to everywhere.
Walmart
Party City
Spirit Costumes
Kohl's
Target
Toys R Us
Barnes and Noble
Buy Buy Baby
Books a Million
Mastermind Toys
Home Depot
Hudson Booksellers
Indie Bound
Powell City of Books
All these along with a multitude of smaller store/shops/online shops
These are other products that came out in 2019 that no doubt helped earlier in 2019 and will continue going forward. More items in the catalog more royalty streams, but yeah 2019 break out year 2020 and beyond just crush it.
Llama Llama Red Pajama DVD - January 29th, 2019
Llama, Llama aprende a nadar / Llama Llama Learns to Swim (Spanish Edition) (Spanish) Paperback – April 23, 2019
Llama Llama disfruta acampar / Llama Llama Loves Camping (Spanish Edition) (Spanish) Paperback – April 23, 2019
Llama Llama's Best Summer Ever! DVD - June 4, 2019
Llama Llama Dance Recital Fun Paperback – June 25, 2019
Llama Llama 5-Minute Stories Hardcover – June 25, 2019
Llama Llama y sus amigos / Llama Llama And Friends (Spanish Edition) (Spanish) Paperback – September 24, 2019
People asking when are the revenues gonna start they already have and thankfully Psycho Bunny decided that it was gonna start the take off in 2020, full steam ahead. I say bring on Kindergarten Superhero with merchandise ready from the jump and really take this thing a few levels up with all the cash that shall be coming in from here on out. I mean damn had 1 Llama Llama costume and 5 Rainbow Rangers costumes, Halloween was actually a good holiday for us this year, where as before it meant nothing.
Peace out.
I have never seen these dresses before yesterday, I search every day it says a sale but the entire site is on site for after holiday sale.
https://greatlakeskidsapparel.com/products/llama-llama-milk-silk-flutter-dress?_pos=1&_sid=c38ba7214&_ss=r
All adds up big deals (Rainbow Rangers bike) to small deals like this they just go in the evergreen bag.
Llama Llama was mentioned in an article about Netflix and pc gams. Not much but that out of so many Llama Llama was pointed out continues to show what a hit it has become in the last 12 months. Licensed merchandise for Llama in Q4 was up 100's of % and this year from July dozens of licensed goods for Rainbow Rangers that had none a year ago.
I mean damn a bike was offered at damn near every store in the country this year and Wal mart carried Halloween outfits among dozens of other items for both brands.
Genius has never had that before and it continues to grow. Most are so new to the stock and other may be slipping a bit, but, if they think that is the 100% reality they are making money now and it is growing. All you have to do is Google all the items added just since September and search them, they are everywhere across the web Amazon etc, and every Walmart, Party City Kohls, Best Buy and the bike every big bx retailer had it.
Now in royalties which Genius earns on average 10% that is 10% of what the wholesale cost is, the cost the one licensing/merchandising it is selling it for so each item, each store, website etc that carry's an item that's already money in the bank and its just gonna keep getting bigger.
People are sleeping on this, for this to be under a buck with the year it has ahead and with the revenue growth that occurs from here on out in perpetuity is almost no cost revenue, just receiving money.
I mean seriously last year almost nothing most sold on Amazon, this year every major retailer online and brick and mortar had has our goods. I mean the bike what Genius probably gets $5 every bike they sell from the factory well how many bikes a year in 2019/20 in bikes alone spring and Xmas no doubt will be the best selling times but now and forever they sell a bike we get a piece, in the sack. Costumes, which aren't just for Halloween, all of it, kids are turning 2 and 3 and 4 and 5 every day, it is an endless stream of money that only increases as the popularity grows.
We got a sweet spot with the two carton we get them at 2 with Llama Llama and let go of them at 8 with Rainbow Rangers. Llama Llama I think I mentioned in another post somewhere I think it is gonna be a timeless deal, it has just really caught on big time.
It not only has great revenue stream but going forward it keeps going as kids turn two and three how many future sales of the title Llama Llama Red Pajama will be sold in the future that is going to be must have with each kid, their very own. How many other things, 30-50% once in their life will have a party with all the Llama Llaama trimmings, a personalized glass ornament that came out this year and was sold everywhere including Walmart/Amazon. A doll, a toy in the box, DVD's books etc etc, have you seen the books that have come out in the last year alone and those slated to go out in 2020, I mean her book title number has been jumping, but that is why Penguin books did the deal with Genius back when they wanted to increase popularity and sell book, mission accomplished.
Folding money by 10K mark it. Get your calculators out and add up how much the revenues jumped in this from September on alone how many nationwide licensed goods were added Q4 2019 dozens literally. The added more in four months than they did the entire 4 years prior including books and DVD's. Merchandising getting on the shelves in the big stores nationwide, that is the cream and we will be swimming in it, IMHO.
They never had items selling nationwide in Walmart they had ten's of items across the stores. There was one Halloween outfit the Floof character (unicorn) it was a special only can buy at Walmart deal. See the forest not the trees.
Peace out.
I pulled out some numbers from the past two years that shows where an how fast revenue is growing where it matters. It is all about the merchandising, licenses, royalties in this game, I mean look at Psycho Bunny years making little to nothing then when it goes, so does Genius Brands, that goes the same with Llama Llama, Rainbown Rangers, and most important Kindergarten Superhero.
Just so people get it, every new Psycho Bunny store, every new DVD, book, doll, costume, party hat, bike etc etc from the two hit cartoons just builds that revenue stream higher and higher, it's what they have been working for the past 4-5 years. New items come out revenue going forward increases that is just a fact add 25-50 skus per Q it increases at a more rapid pace.
Q1 2018
Licensing, Royalties and Advertising Sales $88,812
Q1 2019
Licensing, Royalties and Advertising Sales $370,346
Q2 2018
Licensing, Royalties and Advertising Sales $41,579
Q2 2019
Licensing, Royalties and Advertising Sales $167,181
Q3 2018
Licensing, Royalties and Advertising Sales $326,303
Q3 2019
Licensing, Royalties and Advertising Sales $321,295
First 3 months 2018
Licensing, Royalties and Advertising Sales $456,703
First 3 months 2019
Licensing, Royalties and Advertising Sales $858,823
Q4 2018
Licensing, Royalties and Advertising Sales $85,005
Q4 2019
Licensing, Royalties and Advertising Sales...…………………………………………………………...
Do you see a trend? Full year for 2018 was under 2019's first 9 months byt $300K+ should easily double in for the year as many items as were added in Q4 and it only goes higher as we move forward and add more and more sku's and Psycho Bunny opens more stores and continues to grow.
Its just a revenue stream that will grow and grow as each of the brands does.
Not hyping, just pointing things out.
Peace out.
I missed a store opening in in Mexico City in the exclusive Santa Fe area.
November 27th 2019 seems they were picking up the pace in Nov/Dec having added 6 new stores in this 4 week period, 2 international AND 4 in the US, looking forward to this year ahead.
https://mx.fashionnetwork.com/news/Psycho-bunny-celebra-su-inauguracion-oficial-en-via-santa-fe,1040310.html
Peace out.
The third chapter is Rainbow Rangers which just finished it's second season and should have season 3 order this Mar/Apr as it is a hit show on Nick Junior. It is on Nick Junior in North/South America and Europe and working to expand to Asia.
👀 Look who's a fan of #RainbowRangers! @richardbranson 🌈 #GNUS $GNUS #GeniusBrands pic.twitter.com/Cxx5oflpii
— Kartoon Studios (@KartoonStudios) January 13, 2020
Those shares were not converted/sold to raise cash, those shares are from a long time original investor from May 14, 2014 the Series A these shares had restrictions and covenants and after 5 years of two RS's they wanted the deal changed so that they could convert their stock at a better price so that the price/% would be reflective of their original agreement.
It had been amended numerous times down to $3 and change then .76 and when the stock was pushed to what it had been by shorting/etc it was a okay we will change price to .21 and they would have to do it in a certain amount of time also the warrants that were adjusted at the same time.
This way no one could convert, buy warrants etc after the stock appreciated in value as times they have now changed.
Read all the filings back to 2014, I have.
This is a cleaning up the books thing in regards to all longtime shareholders and warrant holders for way back, not to raise money.
"Item 3.03. Material Modification to Rights of Security Holders.
"Pursuant to the Settlement Agreement, the Company agreed to adjust the Conversion Price (as defined in the Certificate of Designations) to $0.21 and the parties agreed to terminate and deem null and void that certain Securities Purchase Agreement, dated as of May 14, 2014, by and among the Preferred Holders and the other parties signatories thereto, with respect to the Preferred Holders. The Preferred Holders, constituting the holders of at least a majority of the outstanding Preferred Shares (the “Required Holders”), agreed and consented to an amendment and restatement of the Certificate of Designations, a form of which is attached hereto and incorporated herein as Exhibit 3.1. The parties also agreed to customary releases and a covenant not to sue as further contained in the Settlement Agreement"
Things are/have been changing rather drastically in just the last 12 months and everyone is aware of that, like Psycho Bunny I bet 99% had no clue or forgot that Genius had a piece of that from working with them as the brand was built up over the past 4 1/2 years, but 2018 the first year it (Psycho Bunny) started taking off making $$ we saw our first piece Q1 2019 $168K since then the business has literally taken off in the US and now the $$ shall flow.
Llama Llama all are aware that after 4 1/2 years is really starting to take off as well and that spigot is starting to flow rather well.
And after 4 years Rainbow Rangers is starting to turn the spigot on.
In 2020 Kindergarten Superhero which won't take years for merchandising as that starts with the release the spigot will start to flow.
So I guess and easy way to put it is now, in 2020 the cash is starting to flow and will flow more and more as time goes forward.
Fell bad for many that lived through the past 4-5 years, but it is what it is, takes time many branded items, cartoon series don't take off and go worldwide and start merchandising 100's of items or have a clothing line that is starting to lay its foot print in the US.
Genius has said from the beginning it takes years, some failure some not so big (Space Bop, Dear Frank, Celessence, Warren Buffet cartoon, etc) and the story has never changed...……. you have to first catch lightening in a bottle work like a mothe to get it doen and hope people see what you do and after 4-5 year the money starts rolling with merchandising and royalties in Psycho Bunny's case.
Sucks to wait, its like a biotech in many ways big risk of failure, heavy dilution, RS's etc til you get those few biggies that are what they call in the business "evergreen" brands they are called that because once they start making dough they are "evergreen" now we got three just starting to smoke and IMHO and only MHO with the fact the Governator is in Kindergarten Superhero, Alibaba is on for help with Asian launch and partnering and that merchandising will start from the jump we will have 4 by years end.
Took a while now its time as the CEO said in October's shareholder letter when discussing the cartoon series successful buildup...…
We have always said that it takes 4-5 years to take a kids property from creation through development, production, broadcast, distribution, licensing, and then to the retail shelf. We are finally now arriving to that spot with our two tentpole properties, Rainbow Rangers and Llama Llama.
Now, with the launch of Stan Lee's Superhero Kindergarten, and our transformational partnership announced today with Alibaba, we will soon have our third and largest global tentpole."
Then there is Psycho bunny now opening stores in the US left and right after 5 years of hard work determination by all involved, did you see the 2018 YouTube video of the founders look at about 11 minutes in the one said up until 2 years prior he and the other had been working two jobs trying to get it going, well Genius was right their two, and as shows with the 2018 royalty payment in Q1 2019 money is now in for all involved and if 2019 5 new US stores 2 more international and the "in" crowd loving it, it should only get better.
I am dying to see what royalties are received Q1 2020 for the 2019 royalties $169K for 2018 when it wasn't even starting big yet 2019 was good, 2020 gonna be better. Cash is coming, everyone need to sit back and breathe.
So we good, the 2014 Series A getting sorted, not selling for cash raise, selling to settle a dispute. And I think we all see the money is starting to roll in, any guesses on royalties for 2019? Me gonna say $500-600K the last 5 stores weren't opened til Nov/Dec we shall see. But I know I am watching for more stores, as they want to grow the brand quick like.
Read this again, and then look back at all that has been happening especially the last 3 Q's of 2019 Stevie Wonder can see the writing on the wall.
https://www.gnusbrands.com/news-media/press-releases/detail/1044/genius-brands-international-issues-shareholder-letter
And go back through that Psycho bunny post, see all that happened since we finally got that first significant royalty check, a lot. Look back at all the new items merchandised this year and for hit cartoons two of them and another, the biggest coming this year.
How anyone can not see the writing on the wall is beyond me. Sorry if I repeated myself in the post I ramble and haven't the time to edit, to many left handed cigarettes this evening and a Saaphire and tonic or three.
Peace out.
Now we start on chapter two, one thing so many either ignore or do not know about is the third branding project taken up by Genius Brands right around the time Genius Brands was taking up LLama Llama there was a small apparel company Psycho Bunny trying to go about licesning and building its brand, wanting to step up to the next level, then the next.
Up until this year Psycho Bunny had really not taken off, and indeed it showed in Genius Brands licensing/royalites from the brand, then recently I noticed $168,352 in royalties received related to Psycho Bunny in Q1 2019 for the 2018 year. And I am like has that finally started paying well, why? Will it now start to pay off after all the hard work?
Well this past year it took that leap to the US with a pop up store here and there and then decided in late spring 2019 they opened the first of what hopefully will grow to 100's as this is where everyone wants to be the US market a full on brick and mortar luxury brand. Must have gone well besides opening another international store in Cullican Mexico
https://www.gnusbrands.com/news-media/press-releases?year=2015&page=5
October 23, 2014
Was it a risk, most certainly, for Psycho Bunny and for Genius Brands, it was a commitment that if it did work out, just like Llama Llama and Rainbow Rangers would not see the harvesting of the fruit for 4 years or more minimum, but, when it did there would be no stopping it.
Genius got to work and started doing their thing as the journey began.
Genius Brands International Signs Three New Licensees for Psycho Bunny, Expanding the Product Range for the Luxury Apparel Brand
Jan 8, 2015
Then the expansion of the Japanese line
Luxury Fashion Apparel and Lifestyle Brand Psycho Bunny Enters Licensing Agreement With ITOCHU in Japan to Develop Upscale Accessories Program
Apr 14, 2015
Then the first big move came.
https://www.gnusbrands.com/news-media/press-releases/detail/857/luxury-apparel-and-lifestyle-brand-psycho-bunny-to-launch
Luxury Apparel and Lifestyle Brand Psycho Bunny to Launch in Latin America
April 29, 2015
Then the begining of getting a larger footprint in North America was undertaken.
https://www.gnusbrands.com/news-media/press-releases/detail/871/genius-brands-international-expands-luxury-fashion-apparel
Genius Brands International Expands Luxury Fashion Apparel and Lifestyle Brand Psycho Bunny Throughout North America
Jul 28, 2015
Then the first store was tried overseas to see if/how it could work. Up to that point Psycho Bunny was an exlucives brand in specialty shops around the world in places like Tokyo, Singapore, Hong Kong, Abu Dhabi, London etc.
Genius Brands International and Neroli Open First Dedicated Psycho Bunny Retail Store in Panama City
November 30, 2015
Just after this launch of the first test store an interview was given as you can see by the video was quite the shor strong run operation in it's infancy with plastic shipping boxes in their offices etc, still taking those baby steps working on the end game.
PSYCHO BUNNY New York, What's Haute, Fashion One, March 10, 2016
https://www.youtube.com/watch?v=6xwGXLQVAPs
The die was set and off they went, all while continuing to develop Llama Llama and Rainbow Rangers,etc. How it has unfolded to this point where they have in the last 4 months literally gone into overdrive. How a brand is built from a specialty niche market into a Billion dollar brand.
Psycho Bunny
The US brand launches across the UK, following its Harvey Nichols debut
15 March 2016
https://mixmag.net/read/psycho-bunny-fashion-news
A perfect match: Psycho Bunny offers refined English tailoring with bold American design
11th August 2016
https://www.luxurylifestylemag.co.uk/style-and-beauty/a-perfect-match-psycho-bunny-offers-refined-english-tailoring-with-bold-american-design/
Psycho Bunny Adds New Partners
PSYCHO BUNNY RIDE
Jun 30, 2016
https://www.youtube.com/watch?v=y3FlDRlxFqA
Psycho bunny collaboration with james goldcrown to launch at Project
Feb 08, 2017
https://mr-mag.com/psycho-bunny-collaboration-with-james-goldcrown-to-launch-at-project/
Psycho Bunny @ROTHMANS
June 2, 2017
https://thegarnettereport.com/fashion/psycho-bunny/
Psycho Bunny Men Fashion Best Sellers // UK New & Popular 2017
https://www.youtube.com/watch?v=YQZfcJkNkck
The Psycho Bunny Story | Behind the Brand Episode 2 | Mainline Menswear
23,202 views Jun 7, 2017
https://www.youtube.com/watch?v=NkOlycKC5Cw
Psycho Bunny Line Campaigns 2015-2018
http://www.liamgooley.com/
JoJo Pastors Brings Fun, Edgy, Witty Spin on Men's Summer Fashion with Psycho Bunny
Jun 29, 2018
https://www.youtube.com/watch?v=A3pfJAK4Ec4
Psycho Bunny llego a Mexico - Donde comprar basicos para hombre
Nov 30, 2018 (New Store Mexico)
https://www.youtube.com/watch?v=wukGafo-pZk
Psycho Bunny: How The Right Partnership Built a $20M Brand ($20 million in December 2018 things have changed kids, what a difference a year makes) Listen to what these fellows were doing still when signing on with Genius Brands when both were taking a risk them with Genius and Genius with them it is at 11 minute mark.
https://www.youtube.com/watch?v=Z4KDQiDNtGs
March 19th 2019 another store in Cullican Mexico
La marca neoyorquina de moda masculina ?Psycho Bunny llega a nuevos estados de México, con su reciente desembarco en Sinaloa.
https://mx.fashionnetwork.com/news/Psycho-bunny-desembarca-en-culiacan,1073911.html
Psycho Bunny Opens First U.S. Retail Store in Miami
https://www.financialbuzz.com/psycho-bunny-opens-first-u-s-retail-store-in-miami-1206744/
Started as a pop up in Late November 2018 then opened as a brick and mortar in spring 2019.
https://twitter.com/psychoBunny/status/1089940588793868288
The pop up store won Gold for design, not that it matters but, shows they do things with style.
https://icsc.secure-platform.com/a/gallery/rounds/57/details/14991
The Year Ahead: Innovation and Collaboration with Psycho Bunny
Apr 19, 2019
https://www.youtube.com/watch?v=BDnm-5xA5V8
Well the first US store seemd to do well so lets just start rolling this thing out in November 2019 because the US market is when things really get cooking.
Psycho Bunny Adding Four Stores in U.S. This Fall
This includes the brand's first outlet store in Orlando, Fla.
By Jean E. Palmieri on November 11, 2019
https://www.pressreader.com/usa/wwd-digital-daily/20191112/281526522876970
Store #2
Psycho Bunny Continues Retail Expansion with Atlanta Opening
November 7, 2019
https://retailrestaurantfb.com/psycho-bunny-continues-retail-expansion-with-atlanta-opening/
Store #3
Psycho Bunny opens store at new ‘guitar’ hotel
November 22, 2019
https://insights.retailenvironments.org/2019/11/22/psycho-bunny-opens-new-location-at-seminole-hard-rock-hotel-casino/
Literally while the workmen were finishing up..................45 second mark in.
https://www.facebook.com/WPLGLocal10/videos/shopping-at-the-new-hard-rock/2615139355208927/
Store #4
December 13,2019 Las Vegas
https://essential.vegas/three-new-retailers-debut-exclusively-in-las-vegas-at-the-forum-shops-at-caesars-palace/
Store #5 December 14, 2019
Orlando International Premium Outlets® "Whats New"
https://www.premiumoutlets.com/outlet/orlando-international
New Store In Columbia in this recent Q
Psycho Bunny inaugura tienda en Cúcuta y continúa su expansión
New Store in Columbia
28 Nov 2019
https://www.modaes.com/empresa/psycho-bunny-a-por-mas-locales-en-colombia.html
Psycho Bunny Makes Screens Centerpieces Of Its Bricks And Mortar Stores
December 11, 2019 by Dave Haynes
https://www.sixteen-nine.net/2019/12/11/psycho-bunny-makes-screens-centerpieces-of-its-bricks-and-mortar-stores/
It is now becoming a blow up brand that everyone who is anyone is wearing from Dubai to Tokyo to New York
https://www.instagram.com/psychobunny/
https://psychobunny-blog.jp/brand/psycho-bunny
https://www.psychobunny.com/pages/men-of-mischief-gallery
https://footwearnews.com/2019/business/retail/back-to-school-news-sales-analysis-trends-1202805637/
Even my man Hodor from game of Thrones styling Psycho Bunny, it is turning into like a Ed Hardy kind of thing, with the "in" crowd "golf" crowd.
https://winteriscoming.net/2019/12/02/kristian-nairn-speaks-at-nmu-plus-more/
https://www.morningread.com/apparel/feature/2019-05-01/psycho-bunny-hops-into-golf
Remember Ed hardy apparel and accesories people got to where they were collecting it when it blew up, well its starting.
https://twitter.com/neak_1/status/1214585187956383745/photo/1
https://twitter.com/VanessaPascale/status/1217494696769003521
Recent article January 16, 2019
Cool article on Malls being refurbished into upscale destination places, has quote from Psycho Bunny about opening their first US store there, before only being online in US.
Until now 9 months later 5 stores and growing.
http://www.sanjuanweeklypr.com/pdf/Jan-16-20/business.pdf
Store in 2018 was actually just a pop up store open in Nov/Dec then closed for 3 1/2 months til reopening the store, store in April.
Blog post from store in Japan February lited edition jewelry being test marketed I believe from what I can gather.
https://psychobunny-blog.jp/brand/psycho-bunny/shop/psychobunny-shibuya/5b415f23-a47d-4887-9f0e-5d58649abf8a?categories%5B0%5D=RECENT+ENTRY&categories%5B1%5D=PICK+UP&title=
And............
From DXLG conference call Q&A with analysts
Harvey Kanter
Yes. So one other comment I just would tell you on that and hopefully you will, I don't know how long you have been shopping with us, but one of the important points is like Psycho Bunny is a perfect example where for Psycho Bunny which is one of our fashion brands, we will rotate through the tees and there is kind of a collector level of involvement, for lack of a better way to say, with our core consumer that comes in every four to eight weeks, looking for a new tee.
Has it taken a long time for Llama Llama, Psycho Bunny and Rainbow Rangers to start to blow up, yes, but CEO said all along it will take years, well the time has come to harvest. It won't be this one or that one it will be all three and Kindergarten Superhero we that is just the icing on the cake.
Next two chapters coming Rainbow Rangers and Kindergarten Superhero which the latter will not take years to blow up, that is going to debut interantionally with a full line of merchandise from the jump in 2020. Thta's what happens when you have the Governator involved and Alibaba partnered with you to take on China/Asia from the jump.
And let's hope to see snother 20-30 Psycho Bunny stores open in 2020 and the "in" crowd continue to make this an Ed Hardy type deal where Psycho Bunny is seen everywhere and collectors of their T-shorts etc abound. Looking forward to seeing what the royalties are for 2019 they were very very busy.
It's a beautiful day in the neighborhood.
Peace out.
Missed my target by 2 weeks exactly, oh well.
$20 by December.
Peace out.
Primed for a squeeze three days running short volume 70% range
01-10-2020 Short volume 69.43%
01-09-2020 Short volume 67.74%
01-08-2020 Short volume 64.80%
Peace out.
Looking forward to the numbers and guidance this afternoon or Monday last 5 years was second Monday of January pre-market release 5 times out of 6 other was Friday after market we shall see.
Maurice's should be getting out their numbers soon to, they report the entire thing shortly after Q ending, they had nice quarter last Q I expect this will be another goody.
Justice will be helped by the November Frozen 2 deal with Lego and the being in Macy's top 10 stores for the Q looking for a bit of a surprise from Justice. All know I am no fan of that brand but all the closings of dead stores last year and the Frozen 2/Macy's should give it a little bt of a rise.
The Dress barn closure the big thing numbers there will be up HUGE and cash will as well because it all had to go and last 1/3 of the Q will be without Dressbarn so there goes $8 million in losses right off the top, glad that brand is finally gone.
Peace out.
$FRAN 13G Signia Capital decided to join the party for 5.2% float just got a tad bit smaller.
https://www.sec.gov/Archives/edgar/data/1399935/000117266120000137/signia-fran123119.htm
Peace out.
It is what we been saying all along. I kept mentioning to a few friends n twitter and here they "do" sell a significant amount of oil, not loads but more than most NG players.
And IMHO the management here are some of the best hedgers out there they always do well in that arena, smart cookies, and they do run a tight ship, I just wish I could go back and load another 100K @3 and under.
Still diamond in the rough, but, we knew that all along.
Beat Q after Q after Q after Q for years it doesn't take a rocket scientist.
Peace out.
For 20 years they have released holiday sales numbers and guidance January 5-12th last year 14th because of the weekend, DD, it's all about the DD.
I have all the patience in the world in this game, thus why I am where I am at today.
"You only need a few good stocks in your lifetime. I mean how many times do you need a stock to go up ten-fold to make a lot of money? Not a lot."
Peter Lynch
I live by that.
Day to day means "zero to me" I am an investor not a trader.
I chose long ago to try to become wealthy not rich.
Its easy to get rich, hard to stay rich.
Harder takes patience to become wealthy far easier to stay that way, just ask Peter Lynch, Warren Buffet etc. Why everyone is in a hurry is beyond me, always chasing something, selling one thing to chase something else.
When you already know you will win the game, you don't take you ball and go try to find another game.
Peace out.
Indeed, I actually expect the PR earlier as they have said they want to increase the shareholder value and confidence and after releasing their compliance letter yesterday I believe it will come ASAP. in the past they have released it anytime in the second week of the new year, I would love an after hours release this year and do expect it an email I sent day before yesterday said "soon" so any day really, shorts will burn as they deserve to. Already have $3.60 in earnings the first Q even if they just do more of the same that will be $7.20 for a the year thus far in a stock that is trading $7.40's
You think FRAN ran, you ain't seen nothing yet IMHO.
Jan 08, 2018
ascena retail group, Inc. Announces Holiday Sales Results and Reaffirms Fiscal 2018 Second Quarter Earnings Per Share Guidance
Jan 10, 2017
ascena retail group Announces Holiday Sales, and Provides Fiscal Q2 and Full Year 2017 Guidance Update
Jan 11, 2016
ascena retail group, inc. Announces Holiday Sales Results and Reaffirms Full Year EPS Guidance Range
Jan 12, 2015
– Ascena Retail Group, Inc. Announces Holiday Sales Results and Lowers Full Year Fiscal 2015 Earnings Per Share Guidance –
Jan 13, 2014
Ascena Retail Group, Inc. Announces Holiday Sales Results and Lowers Fiscal 2014 Earnings Per Share Guidance
Jan 10, 2013
Ascena Retail Group, Inc. Announces Holiday Sales Results and Lowers Fiscal 2013 Earnings Per Share Guidance
Jan 05, 2012
Ascena Retail Group, Inc. Announces Strong Holiday Sales and Raises Fiscal 2012 Earnings Per Share Guidance
Maybe we get this one......
Jan 10, 2011
Ascena Retail Group, Inc. Raises Fiscal 2011 Earnings Per Share Guidance
Will have to do a full DD workup on this this weekend for people that stumble across it, sleeper at the moment, see if we can change that.
Peace out.
This isn't the first time at the rodeo for this guy, last company got bought out $137 per share.
He is a preeminent doctor in the antiviral/Hepatitis/HIV game been praised and received knighthoods etc from a slew of countries.
https://en.wikipedia.org/wiki/Raymond_F._Schinazi
https://news.emory.edu/stories/2018/12/schinazi_award/index.html
Target Price 4.00
Book/share 2.24
Shares Float 18.31M
Shsare Outstand 35.06M
Insider Own 26.30% last insider trade Buy 16,935 10/25/2019 @1.15
SCHINAZI RAYMOND F
They did, they even did the severance payments quarter before last, they been planning/executing this rather well. It all started last year when they decided to make 18 months of interest payments in advance, they have worked through this thing very astutely IMHO, been in a lot of companies over the past few decades none have handled/executed as well as ASNA that is what gave them the ability to start buying large hunks of debt at a discount.
And the leases with the large landlords was a wash, they stayed open through the holiday season so that each ASNA/landlords both got something from the deal.
Peace out.
I was being a tad bit conservative yes on the cash added, as I am unsure what the difference will be in the sales will be for Dress Barn during its close out of the 544 stores, their inventory was what $63 million and that is cost, so its a matter of how good did they do in liquidating.
They had up to that point done rather well and I still see the fact that the last 5 weeks were from Black Friday to New years with the after Xmas sales, I have to imagine that added to the price they got for the goods in the stores to some extant as it wasn't the normal its all got to go, it was it all has to go and you have droves of people shopping for Xmas.
No extra advertising, less deep discounts etc. We will just have to see, the lease obligations that the SEC makes companies list as long term debt for the 5444 stores will be wiped out too, I think many are just oblivious to the many facts. First quarter in already making $320 per share, next Q being holiday Q with 544 losing stores being liquidated takin away all that long term lease debt, and the biggie $63 million dollars that will just come in with no where to go back out to, no Dress Barn Leases payments, no restocking inventory for 544 stores, mean I think people are setting themselves up for an ass kicking.
Sometimes its just about common sense it really doesn't take a rocket scientist on a deal like this.
If one thinks about just a few things its like, there is nothing whatsoever to get excited about going/being short, not a thing. Quite the opposite.
We shall see.
Peace out.
Anyone have any guesses on the holiday sales figures they will report and their EPS guidance? Would love for them to say they took out another batch of debt with the cash from the sold off inventory from the 544 stores they closed.
Man that still gives me goose bumps 544 rent/electric/labor payments no longer having to be made. Dress Barn hadn't shown a profit in years and losing those lease payments and other costs, will be a big help to bottom line. They made $3.20 per share last Q with them this Q they get an entire month without them and going forward the rest of the year they are completely free of them, that is right around $5.10 per share a year they won't lose.
I am at a loss for a guess, I think revenue will be up 100+ million for the Q YoY minimum, and I think 50 million plus for cash added would love to see them take out some more debt with the cash in a similar deal as before $80 mil for $50 mil or there about.
We shall see Monday/Tuesday I believe they are usually spot on mid Jan and the 14th is on Tuesday pre market would be nice.
Already working with $3.20 in earnings after Q1 would love to up that to $8 per share in earnings for the first half of the year after the holiday Q.
Peace out.
It is doing rather well and should be, stock still trades well below where it should be on the companies current business and revenue streams.
Peace out.
Exactly, those closing of the Dress barns 3 days ago saves them $2 mil per week going forward in losses.
Just adding slowly to the sack, let them dig their hole deeper.
Peace out.
T-shirts just got released this past week, well spotted, Inkology expanded their line as well. Started late August with just notebooks and folders, now it runs the gammit.
Quite a few more things out there and coming will stun many, more has been merchandised in the last few months than has been in the last few years with the other tv shows they have, and none of those were hits Llama Llama is already crushing it in the second season and Rainbow Rangers is following in kind.
https://online.fliphtml5.com/guep/ttwz/#p=2
Kindergarten Superhero forget about it, international merchandising straight out the gate, thus why BABA jumped on board they will make sure it hits ASIA like a Tsunami.
It is good the licensing revenues/merchandise is starting to flow with LLama Llama and Rainbow Rangers the television series do make money, but in the beginning its pretty much a wash so much goes into development.
The real money from tv is when it is sold to other countries then in reruns etc, but, merchandising that is pretty much straight cash at very little cost for the revenue, its just cashing checks, as all the costs were spent in the development.
This is the time the payoffs start to come and like a ball of snow rolling down a hill the ball just gets bigger and bigger.
This one will shock many unfamiliar with the way it works. Like the Jeffersons you goes from the row house to moving on up to the East Side in an apartment in the sky.
Catch a piece on a dip and sock them away in a drawer, cookie jar or a shoebox.
Peace out.
I have half my horse thus far LOL. anting some big fat shorty to come hit it back to .25-.26 for a second not sure if I will get the chance.
Keeping fingers crossed.
Peace out.
JMO but, this thing seems to be getting loaded, stair stepping for past week.
Peace out.
GNUS Stock Surges In After-hours Trade
https://www.guerillastocktrading.com/stock-trading/gnus-stock-surges-in-after-hours-trade/
Peace out.