Growing my account one stock at a time
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REPOST
Posted by: kolchakil0
In reply to: None Date:10/25/2006 3:41:54 PM
Post #of 212885
I am revising my numbers. I know I said I bet we only have 19,000 subscribers as of EOY. But after giving more thought to the advertising blitz, bus tour, clickcaster, gamers word of mouth. I could see GZ having 50,000 subscribers by EOY.
Sure, I am not happy about CC. But I don't think we need their push to get the numbers. The example I am looking at is last year, 4th quarter. We had 3000 subscribers going into the quarter. The trial period didn't start until 11/01 and we had 27 stores pushing our product. 10 of those stores we didn't add until December. At EOY we had 6000 subscribers. Most of those subscribers did not come from the CC trial. I believe I remember the 10K saying that CC accounted for maybe a third. so that would have been about 1000 new subscribers. Where did the other 2000 subscribers come from. GZ had advertising on Hollywood.com, CSTV.com, talentedkids.com, and just a few other websites.
Now, we have Clickcaster, a bus tour, an advertising blitz across many websites, name listed along with other retailers on AAFES, a much better looking website, faster delivery times, lower churn rate, more posts on gamers forums, the GZFX entertainment channel, LITV business channel, and a full rollout across over 600 CC stores.
We should have significantly better numbers by year end.
Yeah... who could forget the family from space...
It would be nice to hear how the AAFES situation is working out. I like the fact that we are listed as one of the retailers on the AAFES.com website. JF had mentioned in the PR a few months back, that his intentions were to get in their exchange stores with prepaid cards. Could we be so lucky as to see this before Christmas??
UH, Another mention about this matter for the shareholders sake (cough, cough).
Actually I am going with $16,210,800 - 3,000,000-1,199,785-1,349,245 = $10,661,770 Final estimate..
I have stopped geeking out now...
Another correction IMO. I would just take the $16,210,800 cash spent that I came up with, and add back the 3 million for the CD to get $13,210,800. Good estimate of cash churned in the last 2 and a half years IMO.
I already included $1,199,785 and $1,349,245 for purchase of dvd's and games library under cash flows from investing activities for the year ended 12/31/05, and the six months ended 6/30/06.
Some of the investment in dvd's and game inventory occured after the end of the second quarter.
Actually, if you take the $16,210,800 - 7,500,000 (the 4.5 in inventory and 3 million CD) you have $8,710,800 churned.
Z here it is, I sent this to you a while back when you asked the same question about cash spent. You also have to consider that there is 3 million sitting in a CD, as well as the 4 million or so in inventory. Also they have more distribution centers now , as well as increased operating expenses.
Posted by: kolchakil0
In reply to: Z-Axis who wrote msg# 205887 Date:9/27/2006 8:49:14 PM
Post #of 212711
Z, you got me thinking with that question.
The info. I gathered is from the 12/31/04 and 12/31/05 10K's. As well as the 06/30/06 10Q.
I started with 04' figuring that was when GZFX came about.
For the year ending 04' and 05' your looking for the Statement of Cash Flows.
Each Cash Flow Statement has 3 main areas. cash used in operating activities, cash used in investing activies, and cash provided by financing activites.
So I get $3,431,896 + 10,282,882 + 5,955,149 = 19,669,927.
End of Period Cash as of 6/30/06 = $3,459,127
So I figure $19,669,927 - $3,459,127 = $16,210,800 cash churned by the company during the last two and a half years.
Now not all that cash was used in operating activies, we do have the several million in inventory...
Damn, that stuff taught in Accounting just doesn't go away. I haven't worked on one of these statements since school.
Damn good! Halloween right around the corner.
Wise choice EOM.
Given the lack of available movies, and new retailers (not just CC), one could come to that conclusion.
But, IMO we are really focusing more on the game delivery side of the business right now. Hence our name Gameznflix.
Either way, if he sells out and we get a nice price for our shares, we could do o.k.
I'll join the lynching mob with you if we don't get our return.
JF's ace in the whole may eventually be the army exchange service stores. Think about it, if the CC retailer relationship, as well as the online advertising draws a blank, if JF is truly tight with these guys, he will put the jewel cases on there shelves. I doubt they would be on a bottom shelf.
Sure.. But, if he sells a material amount of shares just for the sake of cash or having lots of cash, without doing anything to help the company, we will know from the financials. You will clearly be able to see if he is trying to grow the company. Fault or glory can entirely lay on him
Oops, almost forgot that entertainment channel.
Pete, the cash is there to take us into next year. If JF wants to spend alot more for an acquisition, or to go international, I think this would help the stock price. But your right, he could make a foolish choice.
Too add to that, if the website is so pathetic, why don't we just go back to the one that we had last November. That one was so pathetic that we still increased subscriber growth by 100% in the fourth quarter.
I am revising my numbers. I know I said I bet we only have 19,000 subscribers as of EOY. But after giving more thought to the advertising blitz, bus tour, clickcaster, gamers word of mouth. I could see GZ having 50,000 subscribers by EOY.
Sure, I am not happy about CC. But I don't think we need their push to get the numbers. The example I am looking at is last year, 4th quarter. We had 3000 subscribers going into the quarter. The trial period didn't start until 11/01 and we had 27 stores pushing our product. 10 of those stores we didn't add until December. At EOY we had 6000 subscribers. Most of those subscribers did not come from the CC trial. I believe I remember the 10K saying that CC accounted for maybe a third. so that would have been about 1000 new subscribers. Where did the other 2000 subscribers come from. GZ had advertising on Hollywood.com, CSTV.com, talentedkids.com, and just a few other websites.
Now, we have Clickcaster, a bus tour, an advertising blitz across many websites, a much better looking website, faster delivery times, more posts on gamers forums, and a full rollout across over 600 CC stores.
We should have significantly better numbers by year end.
Agent, Clickcaster will most likely be more beneficial to us then any retailers we can find.
Was added to the schedule almost 2 weeks ago..
10 days? Jan 01, 07? Which one had a better chance to succeed?
It's a bird, it's a plane, it's ????? Naw can't be it PPS is still declining.
That's a logical guess. The blitz of online ads may be our diamond in the rough also.
Acrazjo, the sad thing IMO, is that we won't get the great retailer news to move this stock this year. I have the patience to wait it out until the 10K. I think February or March of next year will be our best chance for a nice move.
I had faith for the retailer news for a while. I gave up on it.
LOL..Reality is many fit the bill in other ways.
Maybe someone should send an email addressed to Mgmt. asking them if they care whether (investors) spend lots of hours refreshing websites to view the banner ads. I would use the term refreshing website pages.
LOL.. I would accept the Mcdonalds scenario before Target.
http://money.aol.com/news/articles/_a/mcdonalds-goes-in-for-a-makeover/20061023113509990001?cid=403
A follow up on Agents past post.
That line of thought makes sense.
What are your thoughts on why there are more buyers simplegreen? Do you think that people are forced to cover short positions in the stock? Just seems weird that this happens at the end of the month.
Xan, the problem here is that you just have to be right, don't you... All my original answer to Itrade was, is that he might be onto something. Nobody has given a good enough reason for the end of month rise. If you can think of something better come up with it..
Between 9/6/06 and 10/2/06 there was over 45 million added to the outstanding.
Xan, his theory has as good of a chance as any.
Itrade your on to something here. See you can contribute positive info.
Also, the fact that GZ offers older cartoons and movies that might have their own niche in the marketplace is decent also.
Further speculation is the possibility down the road that the licensing movie bigwigs would take a liking to digital outfits like ourselves. You never know.
I just think it is good news that we are partnered with Clickcaster. As they grow in popularity, we will be recognized more also.
Pete, that's great news. This ad sticks out. The other ad they had running before, took a while to appear on the right hand side of the page.
YankeMike, thanks for the info. If we keep that ad running for a while, we'll definitely get some subscribers.
Exceptional Gamespot ad. Haven't been able to find the other banners on the various websites, but Gamespot looks huge.
I wonder what kind of Alexa rankings they have on that site?
Fine with me. Just that once something is posted on a chat message board, how private is it anymore?
It has been many months since that message was posted. I want to find it to refresh my memory of the supposed importance of it again. I believe it may have been pumping of our stock at that time. There is no way to assure the validity of that post either.
If a person posted his true name, I could also simply remove it from the reposting..
So those that wonder can see what it said, as well as, make there own informed decisions about how pertinent it is...