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AMCG - social media with comparable users to the likes of STVI and QPSA - gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
Additional info from FAQ.
Does the Company have a growth strategy to capture a larger portion of the end-user revenue?
Answer: Yes, distribution of our games and the games of third-party developers through our new Internet portal, E-Ge-Ge as well as launching PC versions of our games will allow us to increase our end-user revenue.
So revenues booked don't compare at this point to say Quepasa, but the user base is sweet and profit is nice too (as well as cash flow from operations increasing from -27k to +572k YoY)
Other pieces of interest:
What is the Company's growth strategy?
Answer: 1) Our game strategy is to increase our brand loyalty of our registered users by introducing advanced game graphics that capitalize on new 3G networks to extend the lives of our game. 2) Our corporate development strategy has three phases (I) continue to develop mobile games (II) expand into game operation/distribution and (III) operate our own social gaming community.
When will the first 3D game be launched?
Answer: Our first 3D game, Journey to the West: Dream, will be launched in Q1 2011.
Are there any plans to develop games for iPhones?
Answer: Yes, the Company will begin developing iPhone games in 2011.
How many shares are in the float?
Answer: Approximately 40 million free trading shares (total shares issued – restricted shares held by insiders). (I assumed higher based on sheer adding the #'s on the 10K)
How does Amico market its games?
Answer: We have has entered into marketing agreements with over 40 mobile phone network media, mobile phone portals and mobile phone game media.
Will the company create games for any other platforms?
Answer: Yes, we have completed the research and development of Internet games for a PC platform and expect their launch in the first quarter of 2011.
Great info on the US website, but the font is nasty!
http://www.amicogamesus.com/
AMCG - social media/online gaming additional info (FAQ from US website)
Does the Company have a growth strategy to capture a larger portion of the end-user revenue?
Answer: Yes, distribution of our games and the games of third-party developers through our new Internet portal, E-Ge-Ge as well as launching PC versions of our games will allow us to increase our end-user revenue.
So revenues booked don't compare at this point to say Quepasa, but the user base is sweet and profit is nice too (as well as cash flow from operations increasing from -27k to +572k YoY)
Other pieces of interest:
What is the Company's growth strategy?
Answer: 1) Our game strategy is to increase our brand loyalty of our registered users by introducing advanced game graphics that capitalize on new 3G networks to extend the lives of our game. 2) Our corporate development strategy has three phases (I) continue to develop mobile games (II) expand into game operation/distribution and (III) operate our own social gaming community.
When will the first 3D game be launched?
Answer: Our first 3D game, Journey to the West: Dream, will be launched in Q1 2011.
Are there any plans to develop games for iPhones?
Answer: Yes, the Company will begin developing iPhone games in 2011.
How many shares are in the float?
Answer: Approximately 40 million free trading shares (total shares issued – restricted shares held by insiders). (I assumed higher based on sheer adding the #'s on the 10K)
How does Amico market its games?
Answer: We have has entered into marketing agreements with over 40 mobile phone network media, mobile phone portals and mobile phone game media.
Will the company create games for any other platforms?
Answer: Yes, we have completed the research and development of Internet games for a PC platform and expect their launch in the first quarter of 2011.
Great info on the US website, but the font is nasty!
http://www.amicogamesus.com/
AMCG - social media/online gaming additional info (FAQ from US website)
Does the Company have a growth strategy to capture a larger portion of the end-user revenue?
Answer: Yes, distribution of our games and the games of third-party developers through our new Internet portal, E-Ge-Ge as well as launching PC versions of our games will allow us to increase our end-user revenue.
So revenues booked don't compare at this point to say Quepasa, but the user base is sweet and profit is nice too (as well as cash flow from operations increasing from -27k to +572k YoY)
Other pieces of interest:
What is the Company's growth strategy?
Answer: 1) Our game strategy is to increase our brand loyalty of our registered users by introducing advanced game graphics that capitalize on new 3G networks to extend the lives of our game. 2) Our corporate development strategy has three phases (I) continue to develop mobile games (II) expand into game operation/distribution and (III) operate our own social gaming community.
When will the first 3D game be launched?
Answer: Our first 3D game, Journey to the West: Dream, will be launched in Q1 2011.
Are there any plans to develop games for iPhones?
Answer: Yes, the Company will begin developing iPhone games in 2011.
How many shares are in the float?
Answer: Approximately 40 million free trading shares (total shares issued – restricted shares held by insiders). (I assumed higher based on sheer adding the #'s on the 10K)
How does Amico market its games?
Answer: We have has entered into marketing agreements with over 40 mobile phone network media, mobile phone portals and mobile phone game media.
Will the company create games for any other platforms?
Answer: Yes, we have completed the research and development of Internet games for a PC platform and expect their launch in the first quarter of 2011.
Great info on the US website, but the font is nasty!
http://www.amicogamesus.com/
little more volume here on AMCG...has great potential on chart and on growth - bottoms in with the 3's
I really like amcg - totally off the ihub radar with a huge chinese market - anything in 3's is pretty damn good on chart. Just look at the year chart to see potential
AMCG rapid growth online gaming with 30m users - trading a fraction of the likes of QPSA 150m vs 9m. Should be much higher on the growth coming right off the bottom
think this is a great play off the bottom:
AMCG - social media with comparable users and revenue to QPSA - online gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
AMCG 29 million users and growing - revenues/earnings responding and totally off the radar - year high split adjusted 0.28 off the bottom - nice looking play in my books off the social frenzy
AMCG - social media with comparable users and revenue to QPSA - gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
AMCG - social media with comparable users and revenue to QPSA - gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
AMCG - social media with comparable users and revenue to QPSA - gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
AMCG - social media with comparable users and revenue to QPSA - gaming on 3g mobile in china - users are going up rapidly, now around 30 million. First chinese company to work with nokia
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/figure6.jpg
219m outstanding, with 117m float based on 10k. 6m market cap with revenues of 1.9m and net income of 320k - chart is also very nice near the bottom with a 52 week of 0.28 (split adjusted)
http://sec.gov/Archives/edgar/data/1435772/000141540810000662/amico-10k.htm
Well, I tried to give you an apples to apples here:
If you want to compare active users then, look at STVI, they have 13 million USERS, and 25 million downloads...so compared to quepasa 'members', it is probably comparable.
Obviously its much harder as they don't all report the same thing - quepasa does say 'unique' visits of 17.4 million in november - now sure, that could mean all users visit once, but that isn't much different that peoplestring that defines an 'active user' as someone that has at least logged in once in 30 days.
Obviously the active user is key - I would hope they have more than 10% active as that would say people sign up for curiousity, but quickly lose interest and move on. It is still fact of 135k users that are bringing in revenue - that needs to be way higher.
I think perhaps a big problem is that you guys are too dependent on the alexa data thing - I generally don't pay too much attention because it is based on a sample only. You guys seem to treat it like concrete information. Remember, there are 2 billion internet users, but alexa is only based on a sample of several million users with the alexa toolbar. Its an estimate only. Since its US based, odds are the sample has a large amount of american users so US targeted sites would represent artificially higher. Well, Quepasa traffic is latin america - perhaps the sample is poorly represented and that is why their ranking isn't as high as you'd think in terms of reach that several million should represent. Consider that?
I realize posting negative thoughts about a stock gets heat from loyalists/shareholders, but its called discussion and all stocks need the good and bad. I am saying its an average play at best with a good revenue to user model. Just has to bring the users for the rapid growth you all hope.
This kind of hype though will keep me posting:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58173207
(of course the original guy that posted that isn't even holding the stock anymore!)
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58068267
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58055919
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56879124 (irrelevent since they only offer 900k at this time)
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56819144 (giant? yeah ok...aragorn a rah rah pumper, but still, someone may actually believe him one day!)
I am trying and always have tried to post as accurate info as possible, yes, I can get things wrong at times - human nature. All of the above are very misleading and/or false though so I am trying to help people see the big picture.
Hey, like I said, maybe they will accelerate new growth with the new portal, but now, all we know is 135000 users (probably higher obviously now as that is 5 months old, but the trend sure didn't look convincing - infact, if you adjust the alexa chart to 'max'
http://www.alexa.com/siteinfo/peoplestring.com#
you will see a year long down trend in both reach and traffic rank (rank going higher). That isn't what you want to see and as I said, judging just day to day over the holidays doesn't show the big picture.
'Beefing up to facebook numbers' once again is my problem with this story - there is the facebook comparison once again - there is NO comparison right now - who knows, maybe 2 years from now that changes, but for now, you are comparing a site that has probably around 200000 users currently to one that has 500 million + users. Get real - you do an all post search on ihub (look back when the stock was moving), 1/2 the posts pumped it as the next facebook. You say yourself its not a social network, so why compare it to facebook?
I just think they need to actually show the growth first before the hype - the others that are running (qpsa, stvi) are showing rapid user growth of over a million a month and deserve the attention at the moment.
Personally, I think they would have been much better off to do the offering at least after they were at a million users. Lack of interest of the stock in my books clearly is because of the lack of users in the website and the fact that most of the world hasn't even heard of this site. Perhaps a good long term play, but few penny traders are long term players - they will grow bored real quick and thats just fact.
same reason I posted on exbx, nsct, saei etc etc - anytime I see an over the top pump, I have to look into it with detail to see if anything is there worth hyping about....usually DD says otherwise - I didn't buy any of those stocks, but look how much I posted on them (and was right every time). If 'facebook' never came up, I would have never even took a 2nd glance at this.
Perhaps I'm not a normal person, but I just like seeing ALL the facts in a stock discussion....alot of gullible people will assume this is the next facebook just because some guy says so. Breaking down the numbers says otherwise so far in a huge way.
Lets see what the new portals do first, because what they had been doing so far sure hadn't been working.
no - user #'s doesn't interest me...no intent to get shares. It's meaningless in that everyone is calculating what 1 time gain they will get from the sale of 10m shares. That isn't applicable right now because they can't sell those shares. Only 900k of them - while I think 0.3-0.5 is a likely opening price, even at $1, that is only a sale of 0.01/share for them to their bottom line. The rest is on paper and needs secondaries to actually sell. If the market isn't great, they will never offer them publicly.
The main thing that matters is users right now - that is how the multiples in growth will come. They are going backwards so far though (up 68k from Dec to Mar, only up 23k from Mar to June).
I'm not saying its a bad stock, I'm saying its no facebook and expect modest gains only.
oh geez - you are taking it day to day over the xmas holiday? Get real. 3 month trend is much more applicable.
1558 vs 2489...that is what tells the real story, but well, so does the filing and 130k users of peoplestring vs multi millions of qpsa and stvi
ok, looked back at trend - active users dec 2009 = 46860, march 2010 = 114117, jun = 137009
not a good trend when you look at whats hot right now in qpsa and stvi. I'm just sayin!
They have a good revenue model/user compared to the others, but this is just an average site at best from what I see with moderate growth - it definitely doesn't deserve any facebook hype...those users need to get to 5m first before any recognition can be gained IMH
Of course don't forget bigstring only offers 900k - the other 9.1m is meaningless unless they do a secondary
ok, looking back, I'll give you that on the signups per day as I thought that was total active users still (still a critical number as revenue won't come from inactive users), but your 132k thing then no longer applies since we don't actually 'know' that number on the information given.
If you want to compare active users then, look at STVI, they have 13 million USERS, and 25 million downloads...so compared to quepasa 'members', it is probably comparable.
http://www.bloomberg.com/news/2010-12-23/facebook-friends-in-search-of-romance-drive-growth-in-dating-applications.html?cmpid=yhoo
Still comparing 13 million to 137k and putting it in the same sentence as facebook? Yeah right.
As for alexa, what are you looking at? They have never been close to quepasa - current ranking is 2489 for PS vs 1558 for quepasa - no where near. They have never been close unless you are comparing US, which is a non comparison as quepasa targets latin america.
STVI - keep an eye on this one for followup to yesterday - compare to QPSA and the run it has been having - 25 million downloads, 13 million regular users, largest relationship player on facebook, 50k/day in new signups (QPSA around 66k), revenue growth similar/comparable, yet market cap is 40m vs 133m of QPSA. I can see some consolidation/sideway, but I do believe this can see $5+ within a month or two. JMHO
http://finance.yahoo.com/news/Quepasacom-Adds-Record-23-iw-1942141936.html?x=0&.v=1
http://www.sec.gov/Archives/edgar/data/1455819/000121390010003488/fs1a5_peoplestring.htm
As of June 30, 2010, PeopleString had 137,009 Active users, of which 5,038 were premium (paid) members and 131,971 were free users. For the three months ended June 30, 2009, September 30, 2009, December 31, 2009, March 31, 2010 and June 30, 2010, user signups increased 1171%, 98%, 104%, 37% and 4% , respectively, over the prior three months.
(4% means it was 132k the prior 3 months, that is 5000 increase in 90 days or 56/day - realized I used 4000 by mistake)
Now I can't find the link to the recent CC, so not sure on any miracle increase in the last 6 months, but the trend sure implies it maxed out for the meantime.
you realize thats bad right...the goal is rank #1...regardless, impossible to compare to Quepasa..they are getting 66000 members/day to Peoplestrings 45 members/day (last reported). THAT is why the buzz isn't greater.
STVI - keep an eye on this one for followup - compare to QPSA and the run it has been having - 25 million downloads, 13 million regular users, largest relationship player on facebook, 50k/day in new signups (QPSA around 66k), revenue growth similar/comparable, yet market cap is 40m vs 133m of QPSA. I can see some consolidation/sideway, but I do believe this can see $5+ within a month or two. JMHO
STVI, actually same number of signups as QPSA (25 million) - signup rate almost the same, revenue close to the same, QPSA has almost 4x the cap...this has a reasonable shot at $5 near term
check Q P S A...same signup rate and comparable revenue yet 1/3 the cap - the growth on these internet players is getting attention
STVI - internet/facebook runner - compare to QPSA and its move - about the same daily signups and comparable revenue, yet 1/3 of the cap - certainly could move to $5+
http://www.bloomberg.com/news/2010-12-23/facebook-friends-in-search-of-romance-drive-growth-in-dating-applications.html?cmpid=yhoo
check QPSA chart to see what this one 'could' do - daily signups almost the same and 1/3 the cap
oh, another reminder - the more people you tell, the less money you make - do not spread it all over the main forums - these are always so thin after the fact and everyone freely whacks away. You stand to gain so much more by keeping it hush. There will still be people posting - can't avoid, but at least try to minimize the chatter (especially on the top trader forums). Take that from experience - you lose out on so much money because you are at the mercy of your broker and 100's and 100's of ihubbers doing the same thing by the time it became really popular.
I think its mostly off the radar these days, so its best kept that way. FWIW
reminder with these - I used to always do them until the companies got smart and clamped down - main thing is to wait until the DEF 14C comes out - this is only the PRE - they can still change things up on you. If the DEF has the same wording, you are golden. Can take a long time though to convert and few actually pay nice. Best one was HQS - $2800 max payoff!
well, all i know is what the company set in their S1 - 0.12. It will probably be higher than that since they will pump their members to buy shares, but don't you think they would have 'anticipated' growth a few months down the road and price accordingly? Don't forget too, these guys are only offering 900k shares - they would need to sell at $3 to justify the current share price.
Just the facts seeing through the hype.
the company only valued it themselves at $1 million in the S1 filing, overblown hype don't you think since company share would be worth a little over $100k (or 0.001/share!) based on that. 0.04% internet views vs 40% for facebook - not even close to the same league
awesomepenny crazypenny are the main guys (or guy!)....few guys latching on for the ride as well
seems a little different promo approach this time - they trickled a few alerts on the mailing list yesterday, but I haven't received mine and others as well - makes me believe the main campaign starts Monday. Good chance it carries through Tuesday and could hit over 0.3 by then. At some point next week though, it will probably take a 50% haircut, so you decide your risk tolerance. Same group that ran CPMCF and GRYO recently, so it could be a day or two more, it could be a week.
lol, interesting - the older PR's had a different breakdown and did add up to 100%, the last 3 though don't and have different player breakdowns.
http://ih.advfn.com/p.php?pid=nmona&article=41589625
http://ih.advfn.com/p.php?pid=nmona&article=41179110
http://ih.advfn.com/p.php?pid=nmona&article=40984003
food for thought.....add up those interest % numbers....they go to the trouble of 6 whopping decimal places right? Don't you think it would add up to 100%?? So what about the missing $92 million??? yuck yuck yuck
actually, i would want to see PNDK as that would be the 'scenario' YCKM would be in right now if there is a merger coming would it not?? As said though, didn't seem to have a pulse as PNDK.
last known liabilities end of 2008 was 1.6 million. Not exactly millions. You seen something more current?
Hey, anyone find a chart of PDNK that CNBI reversed into? Would be great to see 'timeframe', price appreciation, volume involved with that transaction (ie, as a comparable for YCKM). Can't find a chart anywhere though.