Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
No its not, that is for Menlo Therapeutics which for all intents and purposes does not exist anymore the two downgrades they got from $8 to $2 that sent the stock tanking were based on Menlo Therapeutics and the $2 was because they had $50+ million in cash.
Many are looking on websites, their trading platforms etc for info on MNLO and are not getting reality in regards to numbers in a whole host of issues. ER dates, EPS estimates PTs Analysts coverage etc. But I did post on another board for some longs info on the analyst coverage in the last 12 months and I do know that a lot will be cleared up going forward following the ER next week, just from a friend on the street.
Here is the post I made but anyone can also search Foamix and then put the name of the firm and it will bring up the analysts coverage as well as a host of other things, one should search Foamix earing per share estimate etc. When you search Menlo for anything it is like looking for a coke and finding RC Cola.
This is for real investors, not all the trade talk, that is not my concern.
"""As far as earnings date it is as skewed in the estimate of 9th by the internet sites as is the price targets and analysts covering it. For all intents and purposes the MNLO is not Menlo Therapeutics any more all that left of the former is the cash, the CEO and one other exec that got directors seats. The company merged in the way that it did as MNLO was already headquartered in the US while also being in close proximity with Leo Pharma for obvious reasons.
We can agree to disagree on when we think the earnings will be released but Thursday IMHO no a chance they are that late.
Price targets too are totally off kilter and bare no basis in reality. For instance when the stock got downgraded by Menlo Therapeutics H.C. Wainwright analyst Oscar Livant from $8 to $2 after the failed trials for the now scrapped Seroplant 5th/6th failure that left a zero pipeline left from the former company. It had zero to do with H.C. Wainwrights price target on Foamix.
H.C. Wainwrights analyst for Foamix (FOMX) on October 21st 2019 Ram Selvaraju reiterated his buy rating with a price target of $10.00-$11.00 and has not changed his position.
The companies that cover MNLO as it is now which is Foamix and their targets are as of now and all from the last 12 months.
H.C. Wainwright $10-$11
Barclays $10
Bank of America $11
Cantor Fitzgerald $15
Cowen $30
All are prior to Leo Pharma having remedied its supply issues for Finnaecea Foam estimated revenues for remainder of 2020 2.5 million + in royalty payments.
As well prior to the China/Taiwan/Macau licensing deal to sell Amzeeq with $11 million in one time payments + royalties.
I put this up for longs, many who were judging from my own investor group were lost as to why/how the PT's, ratings, EPS forecasts etc. had changed so drastically. The EPS estimates, PT's etc from what I understand will be sorted shortly and I expressed my opinion as such.
Stock never should have sold off but too many had no clue, they just saw downgrade Menlo Thera from $8 to 2 by 2 analysts, so, they much higher estimates by both firms remain at their higher PT's nothing has changed except there is a ton of confusion out there, but, all will know shortly you can bet that. Foamix had and still has a realistic average price target of $13 I don't count the $30 from Cowen personally, yet, I think it will happen I actually think Leo Pharma will buy it for that price within 12-18 months but in realistic terms until PDUFA June 2nd for FMX-103, the commercial launch 3-4 weeks after that and the second half of 2020 #'s bit to early for $30 but it will get there, Perceptive doesn't own 18%+ for kicks.
JMHO and only MHO while they are holding this bitch down anyone looking to hold invest in this stock while they have it trading for pennies needs to forget the name Menlo all together and do DD on Foamix as that is what it is."""
The info you pay for and get from the analyst/research firms is entirely different from what people are finding publicly when they search out any info on MNLO stock, apples and oranges. I know I pay for and get the reports from 3 of them. There isn't a price target for MNLO (Foamix) $10 let alone an average of $6.80 that's way out in left field.
Peace out.
Just keeps on keeping on.
Peace out.
Its just filling in all the nooks and crannies cracks and crevices as it climbs, should have solid base 10+ by June IMHO.
Q2 ER will tell the tale, will have its first full Q with all hands on deck, Talicia®, Aemcolo®, Movantik® with a still very impressive pipeline going forward.
Peace out.
Right, LOL. Its like a given, I don't know where these boys learned their hedging tricks, but, IMHO that is one of the things that helps them beat constantly Q after Q and Y after Y.
Never have doubted this one, not one bit.
Peace out.
Just another beautiful day in the neighborhood.
Montage Resources Corporation Announces First Quarter Production Outperformance, Updated Hedge Portfolio Position and First Quarter Earnings Release Schedule
https://www.businesswire.com/news/home/20200423005854/en/Montage-Resources-Corporation-Announces-Quarter-Production-Outperformance
Peace out.
We already won the game, just waiting to see the final score, this is gonna be RCEL 2.0 gonna just build and build till Cramer is taking about it on CNBC 6-8 months from now. Said it in January on RCEL was laughed at, 280K shares deep under .30 cost basis after selling 10K @10 and 10K @11 whose laughing now.
Play, flip it whatever but do yourself a favor catch some on a dip and set them aside and forget about them and like I said on RCEL plan a nice holiday for yourself at Xmas time.
Peace out.
Nice...……………..and well deserved. One day, one day its just gonna rise and not get pushed back down.
Utica is the gas play going forward and no other company IMHO is set up the way MR is. Hat's off to the top bras at this company no one can say you have not done an excellent job, keep it up!
Peace out.
Nice day slowly heading to where it should have been a month ago.
Peace out.
Seriously, I must admit I was like wtf? But, hey, no arguments here still half what it should be.
This thing gets played with like GNUS does, feel like a ball of string with 1000's cats batting me about.
Peace out.
A shareholder update this evening some may not have gotten.
I am/was surprised of one thing in there it was alluded vaguely to in a previous PR did not expect to hear anything about it for another 2 weeks, IR mistake? Not sure, I know they have downplayed the $$ aspect this year with projections, wanting to surprise where before every everything had a $ value attached, I am glad that aspect of it did change, it isn't needed critical thought and common sense and ones own estimations can suffice until ERs.
Book sales way up year to date but we kind of already knew that with the news that toys and book sales internationally are through the roof. LLama Llama Easter Egg hit #6 on NY Times best seller list last week. The bulk of our revenues from book sales comes from the books based on the series as the %'s are very different but is nice that all books sales are cranking.
I personally for my own self am expecting a profitable Q for Q1 or almost, but what do I know.
These are my opinions, I know how certain people here whom are long time investors feel so I do not wish nor do I want any of what I know they have to say.
These are just my own thought and judgements and bare no basis in fact I do appreciate anyone who wishes to detail reason for/against either way as long as they are not the normal blah blah regurgitated drivel, 2016.2017 etc. and the past has no basis on today and we all know and do not need those run through the speaker phone yet again for the 100th + time.
That is what ruins these boards for all stocks, regurgitation of yesterday never seeing forward.
I am expecting some yearly revenue estimates and am thinking for myself 20+ million. Without write down losses I expect there indeed could/should be a profit on the year in its entirety but we will all just have to see how that plays out. Hoping to hear the amount Alibaba/Youku threw into the ring, a "7 figure investment" is rather vague but I imagine since the deal was just signed and they were going into Superhero Kindergarten as partners the number could vary due to costs of production etc and the costs Alibaba/Youku spend promoting, dubbing into Chinese and other Asian languages for SK, also some of that investment may be their costs in selling Superhero Kindergarten throughout Asia a well as merchandise licenses with Asian/Chinese companies for the series. So I would like to hear some clarification on that end, how much of that investment is cash for production, are they paying fully 50% of the costs (which would be brilliant) or some other combination.
I am expecting much from the 4 DVD's which the majority of revenue from would have not been accrued/counted/realized in Q4.
My thoughts/opinions on this come totally from dates of release dates/availability to retailers and the uptick which occurs/ed monthly in popularity going forward.
Specifically these products from these release dates of which we know the DVD's and the trio of RR T-Shorts did amazingly well on Amazon both selling out multiple times. I only know this as I check/ed everyday the listings for goods and their ranking on hot new items in their various categories.
I also am looking forward to seeing the Psycho Bunny royalties for 2019
as 2018 were good but they opened another 3 international stores and their first 5 US stores although one of the new international stores was in November I believe as well as 4 of the US stores. But there was a large nationwide promotion with Shaq (due to 3 stores being in Florida he is the man there) as well as Psycho bunny having a large jump in both presence and popularity in the US especially in the "it" set.
Last Q1 we received $$168,352 for 2018 royalties and although 5 of the new stores opened in Nov the number I am hoping is somewhere in the $350-500K range of no cost revenue, we will have to see.
These are the products that I believe were not specifically included much/at all in Q4 due to as I mentioned release/publication/availability to retailers dates.
Rainbow Rangers Toddler Girls' 3 Pack T-Shirts
December 5, 2019
Rainbow Rangers Season 3 Prime Video
December Release
RAINBOW RANGERS: WELCOME TO KALEIDOSCOPIA
DVD Release Date: December 3, 2019
Kurt Adler Llama Llama Xmas Line
November 2019
http://kurtadler.com/department/Llama-Llama
Christmas Mama Llama 14" Talking Stuffed Animal Plush Toy (Home Depot Exclusive.
Late November
You haven't a clue as to what you are talking about, shorty. Ta ta
When people haven't a clue as to what they are talking about they should just stay silent, but, they don't. They have a need to feel important and relevant.
The increase in AS and the warrants have zero to do with what you speak of and hype.
You are as wrong as this guy and just like I said with him, I won't even come back and tell you I told you so. Will be no need and pointless always is.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=145180838
You have a nice day now.
Nice, more no cost sales right into the + column.
I did all my own DD on FOMX now MNLO and was confident in it, then the first PDUFA hit and I was in with both feet. How I personally for myself got the extra boost and feeling about it, to give me even more confidence, this guy owns 18%+ of the company and each and every time there was an offering he was in like Flynn pulling out the checkbook so as to keep his % of the firm high.
Not my main reason by a long shot, not even close, but, gave me the extra gumption to ignore any investor superstars on anonymous stock message boards.
https://www.forbes.com/sites/nathanvardi/2018/04/10/a-sixth-sense-for-biotech-has-made-joe-edelman-a-hedge-fund-star/#bd43ec655e98
Always do your DD, always look where a stock has been and where it is and where it could be, then if you feel comfortable make up your own mind and then you have no one but yourself to blame.
Peace out.
Guy is a whack job, I feel bad for him, but, he needs to find a mirror look in it and blame that guy because he is the one to blame.
If I remember correctly days before he bought that stock on a OTC trading group penny pump that was literally trading for a penny or two before he pumped 10's of thousands into it when it had run up 10-20,000% what did he think was gonna happen?
like I said feel for him but damn, who does that? Company isn't to blame, he is and the group that ran the ponzi trade are, no one else.
He has been singing this same song for a year now. time to move on.
10's of thousands lost money on that whole weed craze, hell Corona lost how many billions buying into that Aroura Cannabis hype. People were out of their minds thinking weed was gonna make everyone millionaires. The only ones who will ever make money in that game are the politicians in the Democrat states/countries that allow them to thrive. Taxes, fees licenses etc they will be the winners the rest including the companies the losers.
Anyone with half an iota of sense could see that was a big bubble just waiting to pop.
Peace out.
Just as with NGL son explaining it to you would be like trying to explain something to a rock. Trader, you know I am no trader, you better go now your mother should be calling you upstairs any minute the tater tots and fish sticks should be ready.
Liquidation? LOL I say sell you say liquidate, need a dictionary? Ta Ta junior haven't the time nor the inclination.
Peace out all.
I find it extremely difficult to say at least one of those stocks is the your worst performing RDHL I find it hard to believe it is for anyone. I got in 5.75-6.25 flipped 10% @ 7+ 10@ @8+ and 10% @9+ on the original pop on FDA approval, I preset sells so as to take my cost basis down. Then loaded the low of the lows on the drop and flipped all of them out on trader high volume days, I am actually down to under $3 cost basis on the lot.
FOMX will end the same, although I was not a fan of the merger I finally realized its reasoning, MNLO was nothing but a shell full of cash so the merger with the chance of yes their drug may finally come through on its 5th tested disease but it didn't, now I will received another 1.2 shares for MNLO's failure. It was a case of that or dilute FOMX to get the further cash to fully rollout the commercial structure to launch Amzeeq and to have that same structure in place for the next PDUFA passage in the beginning of June and the cash for further completion of their next pipeline candidate 105. It is what it is, and I know going into it that is what happens with ALL biotechs and in the end I will win its a given, its an investment and going through one of the worst markets in decades due to the Corona fraud it has still as RDHL had performed rather well and will end well.
ASNA it as has all retail been attacked and shorted and #$%^&*() with as all retail has, contrarians can rollout their retail is dead everyone will be making their clothes at home I guess, building their own TV's etc etc etc. or I guess their will be 10's of millions of UPS etc. vehicles burning fossil fuels at unprecedented levels as all retails will DIE that's the party isn't it?
I treated it as anything else had my sack and flipped 10K blocks as it was #$%^&*( with as I have pretty much every position I have, that my friend is how one plays the market all the while holding ones position.
By the time the flipping is don I will have a cost basis of maybe $2, maybe $1, maybe free. I been through things similar and know how to use the market fluctuations to my advantage, I set all my shares held at high sells to hopefully stop them being loaned out and play the bottoms, what in the world do you think tutes do?
They are what makes the market for the most part, they trade as they hold, its a reality pretty much a known secret. I am not the smartest guy in the world but I have common sense and after going through things like this and understanding how fortunes have been made throughout the past 150 years in the market end up doing okay. Hint, always leave 30% in cash always wait for the capitulation then start playing in the mud at the bottom flipping what you can and building the size of said flip each and every time it does so.
One can do nothing but that. Facts are facts this could be broken up and sold separately at 50%+ of its debt, hell what they have left in Maruice's they can get $200 million.
People don't use common sense and a calculator they just listen half speaking idiots that play with their mind and their money, I don't I take advantage of their BS. LPI I started adding 2-2.06 added every dime til it got to 1.46 on the oil hype crushing then stopped at 1.46 with the corona fraud then when it got to the bottom I loaded and have done so at least a dozen times flipped out twice at 100%+ and the rest 50% its easy, in a few more flips everything in my sack that I still own @1.46-2.-6 will be free its how the game is played, I didn't make the rules and hate the fact computer trading and bots have totally made the market a joke, trading on algorithms rather than fundamentals, but, hey we adapt, we see we are right fundamentally and roll with it.
Bitch about the game, but, play the game at the same time, one has no choice but to do so. I could make an insane living just trading the algos etc. but, I choose to continue to build my wealth by making investments as well and using my own common sense and brain to do so.
The game is easy once one realizes how its played, put what shares you have out of reach and flip what you can building on that money and focus on that forget about the red part, build what green you have into something that can be more that what you held before. To many people in the market today that haven't a clue actually how to build wealth or invest, they know trading and that's it, I commend them well done, but, they will build no real wealth if you don't/haven't built yourself up to 8 figures in a decade you are waiting your time and should trade as a side hobby and get a real job and although that sounds harsh it is a reality and you are but pissing in the wind and worrying constantly.
Traders make a living which fluctuates wildly, I build wealth.
Peace out.
Forget 12 months watch the next month or so and learn.
Netflix uploaded a different Llama Llama wash your hands video on Youtbe, not sure if more RR or other Llama Llama ones were put out.
Insiders loaded at 10 this is $20 stock all day every day.
Good article, goes into the positives and does not ignore the negatives but also shows why this is one of the "ones" in retail that contrary to obvious charlatans comments won't end and couldn't end in any scenario where even if broken up an sold off the remnants would net in the worst case scenario $500 million + on a bad day.
Two of them are American institutions Lane Bryant and one of the crown jewels of US retail Ann Taylor (Ann Inc) If this were the late 80's it would have already been raided bought and sold off in pieces netting the corporate raider the $500+ million dollars on the worst of days.
Right from the jump Maurice's turned into a profitable business that now turns profits with their 49% stake being worth more than the $210 million in cash they received for the first 51%.
"In terms of Maurices, Ascena sold a majority stake and controlling interest in the business to private equity. The deal officially closed on May 6, 2019, and as a result, Ascena received $210 million in cash and retained a 49.6% equity interest."
People either love to use or fear that $1 billion debt number which is laughable I doubt the debt will get totally paid down by the time the term loan is due unless they can sell Justice, which in the end is what I believe they end up doing.
Sell the other half of Maurice's which is/was the plan always once the buyer/partner got the thing turned around even if you sell the 49% of the turned around company for the same $200 million that's another large hunk off that $1 billion, and then there is Justice, some point they will just say #$%^&*() it and sell it at a good deal to someone as like Dress Barn they will realize not having it is better than having it and they will be left with 2 US retail institutions AT and LB. And if I remember correctly they paid $2 billion for Ann Inc. they could sell that for half if they were foolish and wipe all the debt out then screw it sell the rest of it off, that debt number is peanuts compared to what the parts are worth, and everyone knows it. They just love scaring people with those BS #'s
But in saying that at the rate they are going by the time the term loan is due August 2022 it will be down to a manageable amount that can be restructured, which happens every single day of the week year in and year out always has done and always will do.
They planned for the closing of Dress Barn and the closing of their over extended fleets in each of their brands just like everyone else did and has to do in retail every 10 years or so. For some reason for the last 30 years retail and other sectors that used to be based on value and paying dividends got itself confused with the growth sector and the high flying technology stocks that always, always end up getting crushed for the most part with only the strong surviving, started in the 1910's caused a great depression at the end of the 20's and every 10-15 years the newest greatest technology of the day is the be all end all that will change the world and they will be the kings forever.
That never happens starting back in the 1910's when there were hundreds of car companies and money getting pushed into everything and out came a handful of winners the rest going bust. Happened in the late 20's with the dozens of appliance companies from radios to refrigerator's again a handful survived the rest went bust.
When retail and other sectors decided they had to get into the "growth" game and keep building and opening stores like drunken sailors is beyond me or why. Every 10 years there is a melt down in the retail sector as over extended companies find themselves with 20% more stores than they need or anyone else needs and a large swath goes broke the rest get their collective shi_ together and close down 4 of the 10 stores they opened in a city/county that didn't need them and get themselves back to the basics.
And its always heralded as the end of retail as we know it because contrary to reality they think people, women in particular will just willy nilly buy clothes and be happy to do so without trying them on seeing them and feeling them in person. Now going to go into all that no need to. ASNA is one of the easiest investments there is in the sector today and thanks to the flu hoax it will end up making many myself included millions.
I started watching a show recently "Succession" some goofy show on HBO where all the young (they think smart) young bucks think they know it all and the "dinosaur's" who actually made these fortunes don't know anything because its all different now and we have the secret sauce, when in reality the young and foolish are nothing but naïve car salesman pushing some BS coming of age "new reality" and they end up being shown as the fools they are and we dinosaur's end up putting them in their place.
Everyone have a nice day especially the shorts who help me become even more wealthy during retail apocalypse's and flu hoaxes pushed by another group of naïve coup plotters thinking is they can just destroy what is here, they will show everyone it was for the greater good because "they" have all the answers if people would just STFU and let them show them the way to the promised land.
Fools, each generation is the same and the millennials now get ready in another 10-15 years you will be the dinosaur's who are stupid, and don't know there is a new religion in town.
Hope all made it through this political coup attempt by the young guns and the communist baby boomers taking their last shot at absolute power with this latest scam. Many probably learned valuable lessons, hopefully, never margin they will short and short and short just because they can and know that at some point you will capitulate either on your own or forced to do so by your broker and always have 30% of your portfolio for cash so when the dust settles you can buy 10-12 shares for every 1 you hold and end up coming out better than you could have ever dreamed.
And many new people learn to invest, its not a daily/weekly/monthly game to truly become wealthy and not just chase being rich you need to own shit for a while, play with part of your sack every Q so that you can build its size for free, its an investment not a casino.
And most of all learn to to read a filing, understand it and understand how to figure out reality and circumstances for yourself, you will be far better for it. 9 out of ten people that spout wisdom on the internet don't know any more than you do they are game players and know just enough to speak like they have half a clue.
You need to learn so that you know which are good investments because even when blood is in the streets and literal fortunes are made coming out of them, many companies don't in every sector as they need to be flushed out and crushed as they were just playing at the game of business but if you don't know which ones you are in the same spot you were before. But, if you learn which are the "ones" and which ones you can take advantage of shorts and the opportunities they help make. Every spike and crushing they put these stocks through if one plays it right you can build a position that once the stocks return to normal and companies shook out the cobwebs and got themselves in shape and healthy that before you could only dream of.
Will let the charlatans come with their words of wisdom now and give their nickels worth of knowledge to this dollar poker game and let me tell them yet again, thank you for the life you have let me have its been and will continue to be a blast.
Make money while those running in place chasing being rich give you the opportunities.
"its easy to get rich hard to stay rich, its harder to become wealthy but far easier to stay wealthy"
Time, smarts and PATIENCE while all around people are screaming fire ask them for a light, they have to be good for something.
Peace out.
Have you ever been through a crushed market? I have more than once, more money was made the 2-3 months coming out of each than one can imagine.
But, you do you, and saying stocks won't go back to previous levels is unrealistic.
Lets see who is right and making money back is easy.
I don't know how people lose on stocks and never get their losses back. I will come out of each of my long holding holding my original shares free there will be roller coasters of cash everywhere, that's what happens when stocks are pushed from dollars to pennies just because they can be.
Blood in the streets that is how wealth is built. They said I was nuts buying 600K PIR in 2009 heard for literally dozens of know it alls that I didn't have a clue, when I sold the last 10K shares @23 and change I had a drink on all the smart guys, they (shorts) paid for it.
Yep, Levi Strauss did article saying their Chinese stores that reopened had flood of women coming in (for most part the ladies) they were looking at it to see how they would go forward with reopening in US and what to maybe look towards.
BTW wide flare jeans were the rage LOL, it is gonna cause hiccup no doubt, and many stores in serious cash problems are probably not going to make it even with help from Government with rent but most will make through alright.
Kind of find it odd that the government coming through with $$ to help restaurants/retail surprising to many people.
I mean politically it would be suicide
for them not to, you can give trillions to banks during financial crisis etc. and other things that have helped in past but you won't help the working men/ladies keep their jobs and employers help during rough patch?
That would not go over to well, cannot give $50-100 billion to employers but throw near a trillion at investment banks and banks in general, yeah those would be unemployed politicians sooner than later.
Have to see how it trades where it bottoms at and I have to do a lot of digging this weekend to weigh the odds.
The for sure thing will be the stimulus for retail/restaurants and if they do the 3 month cushion that's the first hurdle, how much will the feds pony up, retail/restaurants largest employers behind the federal government which is BS fed/state/local govt.
employees need to be sacked in droves as they do nothing for the most part and you cannot even fire them for being worthless POS but that is a talk for another day.
Just have to see where it bottoms and where the accumulation starts and keep eye on stimulus package #2 that's when retail gonna get is first run and JILL can 100-300% from bottom on that depending how far down it settles.
.30 could be the bottom, knowing shorts though I wouldn't trust it, internet trading shorts are risk takers and will throw blocks at something they shouldn't, sometimes you catch them and BK a few sometimes it take a while.
Anyon who shorts under a $1 stocks has a hatred for money in general or likes to live dangerously, but, they are degenerate gamblers for the most part.
I liked JILL a lot until they brought in that CEO who was the known company killer and what did she do while all the other retail companies were closing underperforming stores and cutting costs?
That nitwit went out and ran a huge expensive "I am woman hear me roar" campaign paying crazy fees to women no one had ever heard of doing the whole "get woke" thing and pissing away the companies money.
I took a $62K hit in Jill, but, I am looking at getting it back as soon as its gets to that sweet spot.
I think JILL can come back but it is where ASNA FRAN etc. etc. were 18 months ago and as mentioned while they were starting to cut the loosing stores with kickouts and cutting costs, JILL just did the nitwit thing and spent money like a drunken sailor with the CEO pretty much sticking her head in the sand like an ostrich.
If I was one to be a regular short, which I am not, no money in it, max you win is 100% and that is rare. I like the bottom buys where you win 500-1000% II would short every company that nitwit went to, she is truly a company killer. How that dumb broad stays employed is beyond me, I thought that idiot that ran FRN into the ground before he was kicked to the curb 18 months ago was bad, he is a Mensa candidate next to that woman.
I don't know where its bottom will be but JILL at some pint will be a nice roller coaster full of cash, just have to see how it gets out of this and what the stimulus has in it, if the $$ is enough to cover 3 months worth, month for the closing/reopening and 2 month cushion it could be a decent long term winner, just have to see.
But, a roller coaster sell the spike buy the dip certainly has all the makings for that IMHO.
Cannot jinx this thing, should already be over $10 with all that has happened, they just got the bad luck of their company going through its best period during a shitty time in the market.
Buy any hard dips because this one is gonna get moving as it should have a month ago. $$ sorted in non dilutive way for profitable near $100 mil revenue a year acquisition and launch of drug that has no rivals, this is just getting ready to kick, watch.
Top Ranked Momentum Stocks to Buy for April 7th
https://www.nasdaq.com/articles/top-ranked-momentum-stocks-to-buy-for-april-7th-2020-04-07
U.S. Ecommerce Sales Up 25% Due to COVID-19, E-Grocery Doubles
https://multichannelmerchant.com/ecommerce/u-s-ecommerce-sales-25-due-covid-19-e-grocery-doubles/
Apparel led all categories in share of U.S. online sales, Adobe said, at 23% share, followed by electronics (16%), home and garden (12%), computers (8%), groceries (8%), home improvement tools (5%), home appliances (4%), personal care products (4%), flowers and related gifts (3%) and office supplies (3%). Sporting goods, books, jewelry, furniture and bedding, pet supplies, toys and games were all at 2%.
Watch for the news to start pumping in this area as the days go on and this weekend especially, will see much more of this type of article in the coming four day weekend. What, did you think that deep pockets started loading retail again because a little mouse told them? Watch and learn kids getting ready to get a plethora of positive news as they crank the economy back up.
Quite the opposite of stores closed no sales don't ya think?
Taryn Grisham
@taryn_grisham
Since nothing is open, I’d like to thank @francescas
for holding an insane online sale today! I was able to buy some cute outfits for our engagement shoot next month while responsibly participating in social distancing in my apartment. Win-win!
??
#FranLove
1:31 PM · Apr 5, 2020·Twitter for iPhone
Since nothing is open, I’d like to thank @francescas for holding an insane online sale today! I was able to buy some cute outfits for our engagement shoot next month while responsibly participating in social distancing in my apartment. Win-win! 💍 #FranLove
— Taryn Smith (@tarynbsmith) April 5, 2020
U.S. Ecommerce Sales Up 25% Due to COVID-19, E-Grocery Doubles
https://multichannelmerchant.com/ecommerce/u-s-ecommerce-sales-25-due-covid-19-e-grocery-doubles/
Apparel led all categories in share of U.S. online sales, Adobe said, at 23% share, followed by electronics (16%), home and garden (12%), computers (8%), groceries (8%), home improvement tools (5%), home appliances (4%), personal care products (4%), flowers and related gifts (3%) and office supplies (3%). Sporting goods, books, jewelry, furniture and bedding, pet supplies, toys and games were all at 2%.
Watch for the news to start pumping in this area as the days go on and this weekend especially, will see much more of this type of article in the coming four day weekend. What, did you think that deep pockets started loading retail again because a little mouse told them? Watch and learn kids getting ready to get a plethora of positive news as they crank the economy back up.
Quite the opposite of stores closed no sales don't ya think?
Puzzles, books & toys get a major sales lift
https://kidscreen.com/2020/04/02/puzzles-nonfiction-books-toys-get-major-sales-lift/
Okay, sounds good, I was thinking double the Nick Jr. Latin America $$ which I believe was $350K+ never did find out about Italy.
It was just selling the season 1 for China I did get that from multiple articles dating back to August, evidently this has been going on for quite a while (licensing/selling by Senyu)
I know Senyu did promote three cartoon series Europe 1 RR and one I forget the country at Shanghai licensing/broadcast expo in late July 19th that is the first I know of them actually marketing it in China.
I imagine nothing was said till it got officially ordered for the full monte 6 times a day in February. Which is good, I like the keep it on the down low, let everyone think nothing is happening then wham slap them in the face.
I still feel this is the sleeper for me in 2020 have a few that will do well and will do well on many adds/bounces from stocks just being obliterated by shorts/hedges a lot of money made these times if you pick right.
But GNUS its my RCEL this year solid 10X+ by Xmas will just have to see how it all unfolds, liking it though nice and steady cannot ask for more.
Photo from the Licensing thing in last week of July Senyu booth with the three IP's they were marketing.
Found this rather interesting a bit farfetched but interesting none the less.
"It is understood that the release of "Rainbow Riding Team", "PINY Pinnacle Fashion Academy" and "Cleo and Xiaoku" covers both new media and TV stations.
In addition, Senyu Culture will also issue customized books and albums for these three children's IPs, as well as authorized cooperation in audiobook apps and parent-child animation apps. At present, "Cleo and Xiaoku" has reached a cooperation with the "Fluent Speaking-Children's English" under the New York Stock Exchange-listed company Fluent Speaking® (NYSE: LAIX) to jointly develop online courses in English teaching. This also kicked off the first step of the all-IP operation model of this popular children's animation in China.
However, Senyu Culture's exploration of children's IP licensing and development is much more than that. At present, Senyu Culture has also taken the first step in "how to realize the authorization of children's IP in cultural tourism".
At present, Senyu Culture and Animation Theme Hotel is under preparation. In the future, Senyu Culture will use its IP to develop a one-stop parent-child travel destination. At the same time, Senyu Culture will also launch offline events with different themes in the hotel, such as "Immersive English Experience Camp", "Themed Children's Music Festival" and "I read nursery rhymes with stars", etc. Operating model.
In addition, Senyu Culture will also launch its own IP-licensed daily necessities and quick-sale products in anime-themed hotels, breaking the single barrier of sales channels for IP-authorized products. In fact, the current Chinese market does have a lot of such offline anime experience space, but there are very few anime-themed venues that allow parents and children to have a good offline experience. The Senyu Culture Children's IP entered the cultural tourism sector, which is precisely its exploration of the question of "how to break the ceiling of the cultural tourism". Based on the IP empowerment of the content core, Senyu Culture, while creating an offline animation experience space, has realized multiple realizations and multiple realizations in the cultural tourism industry.
A bit different, but I have seen some crazy things in Asia before, Tokyo in particular, a themed cartoon/anime/cultural tourism hotel seems a stretch. Looking forward to seeing the rollout of products in China, to see what they come up with, what is the target audience like culturally?
Evidently Shanghai Senyu Culture Media Co.,Ltd. is handling all apsects of RR and Youku/Alibaba will be handling the Superhero Kindergarten IP although RR has of late been appearing on Youku I guess we will hear more of that as this all unfolds.
Derekkemp in regards to to the sku's you asked about for Q1 2020 this is what I have come up with.
Although released in the first week of December the Bentex trio of T-shirts and the RR DVD Kaleidoscopia I consider a Q1 revenue starters as their release dates put them more in line with Q1 2020 than Q4 2019 I don't see how in three weeks anything was added to revenue from either of these in Q4 2019 (or recognized) I think a lot of sales for Xmas season isn't realized until Q1 following the Xmas season as it isn't a case the Xmas holiday Q ends and we know right away what was sold etc.
So I count those two for Q1 2020 as well as these below.
Llama llama DVD Feb 2nd 2020
RR DVD I Love Unicorns
RR pajamas
RR season 3 (VOD's have broken it down into 3 seasons 13 episodes each) #3 came in late January
4 coloring books 2 LL and 2 RR
3 LL cartoon series paperback
Llama LLama Best Sight Words wipe and clean activity book
It is rather hard to figure out I just add them to the sack rather than try and figure which is which Q as long as a steady stream of all types of revenue keep rolling I am good with it whatever the Q it starts actually generating $'s. For me it's the continual growth thing whether it is adding more AOD OTT SVOD, sales to new countries like the RR sale for firs season in January as trial then full on 6 times a day pick up in February.
And then I look at okay they are all on board season 1 and have increased airings so I know that season 2 and 3 are already a lock that is just revenue is coming for me that is the judgement of it, to hard to otherwise.
Like Psycho bunny they pay the royalties in Q1 for an entire year they all pay different, revenue gets recognized different times its not really a set thing, so as long as the ball of string keeps getting bigger I am pleased.
rickn23 any thoughts on what CCTV paid for RR season 1? Only judge by it I have been able to even guestimate with is the $350K+ that Nick Jr Latin America paid for season 1 which the order for season 2 should be not far off its almost one year exact since they ordered season 1.
It is a much bigger market by a long show, China's market is like 10-15 times that of Latin America, but that doesn't really mean anything, and we never did find out ho much Cartoonito in Italy paid for season 1 RR that is also ahead their purchase of season 2. Gonna just let the conversation go from there, it is just to confusing to figure out, like I said as long as more product hits, more seasons renewed, thing go ahead in China with SK and RR etc. I am good with it and although cannot as accurately as I like figure out just what/how/when revenues are rising in what Q etc I just will go with the knowing its adding every week/month etc.
Market Cap is my judge, if market cap was 30 million with the hopes of SK in China and the promise of 3 hit cartoon series generating revenue from all quarters, now with those things coming to fruition and what lies ahead in the next 3-9 months cannot see market cap at what it is today. France next winter 2 months for me, mark it.
Off Topic
Well we will see how it all plays out with the flu deal, it just seems so odd that the hype does not crank up to reality. NYC I don't believe for one minute the "overwhelmed" NYC hospitals is a real thing, it is like AO Cortez and her crying photo at the fence along the border when it wasn't a fence at all but a gate she could walk around with no one on the other side. They needed those Navy Hospital ships so badly and yet, in NYC only 20 people been taken on and in LA 15 as the old lady said in the 80's commercial "Where's the beef" hype is not playing out the same as reality.
A pandemic that has one allow the government to lock them down in their homes, which is a dangerous precedent, better have more than every case you can scrape off the bottom of someone's shoe like gum in the 100's of thousands not 1000 per week in a country of 350 million people. And that 1000 people per week are still nowhere near the "real" flu which is 50K per season in the "US alone"
Been a month of this nonsense now being "full blown" and still adding every "trace" case of this covid flu they are like a company trying to fulfill a contract....."oh count that one, it goes on the list as complete"
If they persist with it another month, which I believe the public will not allow after this week I will be taking a holiday in one of the states that is living their life as normal with no lockdowns and BS.
Hell the country of Sweden is doing "nada, nothing" life goes on as normal as old people die as do the weak. 90% elderly dying from a strain of the flu is just that elderly people dying which is normal. Take them out of the count and the numbers are even more arsenene. I have never held much esteem for the average person and their ability to walk and chew gum at the same time, well I for one will look at them with even more disdain now, sheeeeeeeeeep.
They don't start adding zero's to the already nonsensical hyped up, stacked BS numbers this things falls like a house of cards, and I agree with you they will all try and say afterwards that the lockdown saved everyone from certain extinction or some BS to cover their azzes.
I found an article speaks about one of the other platforms the OTT? So many different ones hard to understand what they all are, confusing as mentioned. It is in Chinese so it is translated with Google.
https://translate.google.com/translate?hl=en&sl=zh-CN&u=https://lmtw.com/mzw/content/detail/id/184312&prev=search
The shelter in/close in thing, is going to be coming to an end sooner than later, I knew it would give people being forced to be in their homes for more than 2 weeks things better start showing up besides this "one" person got it is first case in bum Fuck Egypt etc. truth is it was a political stunt that got out of hand and they are already saying the totals won't even reach what it did with Swine flu when Obumbles was out playing golf in the middle of it.
For weeks now been saying its gonna be 100's of thousands maybe millions and nothing but old and weak people who unfortunately just as it does in every flu season takes them out, that is nature for you.
Still wondering if they will be able to reach the numbers that they did this year for just the seasonal flu #'s this year that took out near 70K people? I doubt it will even be a 10th of that then politicians will go into cover your ass mode and excuses mode or "we stopped the millions dead by locking you up" BS narrative that will come.
Ridiculous for people to allow a government to lock them down, sheep.
Fighting over toilet paper etc like a bunch of idiots, just because the media pumps BS over the airwaves people should use their own judgement and not just say oh well they are the government they know best, that is sheep mentality. Welcome to the country of the useful idiots, sheep.
https://www.cdc.gov/flu/about/burden/preliminary-in-season-estimates.htm
Looking at that and people allow themselves to be locked down, freedom be damned.
No death in the United States will be recorded as anything but a coronavirus death. Armed suspect shot in bank? Hey, test him. He had coronavirus! 103-year-old granny with stage 4 pancreatic cancer? Whoa, she died of coronavirus. Boeing 737 goes down with all hands?
Well, we can’t prove it, but the maintenance chief did test positive for the virus.
Rickn23 I get that a lot when things first hit Amazon, the publish date and the for sale date aren't the same. like the 3rd RR coloring book to hit this week was published March 25th? But didn't hit Amazon until this past week. There has since the first of the month, Really the beginning of December has been a steady rollout of merchandise and as it builds revenue will just keep rising.
I think the sku number for Llama Llama is a bit skewed and should be explained better, the sku's include all AD's books and things prior to Genius which they were and have increased the sales of and upped the franchise in a big way. But I still say they get from AD's books and those in her style (rhyming/artwork) are the same and Genius only gets a small small piece of profits there.
The Books based on the series, DVD's and the merchandise that has been rolling out since mid Q4 is the 10% variety that matters the most. Of those sku's I think they have built up to 150+ I will make a post breaking them down so people can get a better feel for what a sku is and where they come from in this case and why I been trying to tell people at the moment and in this year we are going through those numbers are starting to take off in a big way, IMO.
Well the Prime Video Direct is 50% of the price, or so it says in the sentence prior to the one you noted in your post.
As a streamer, PVD looks more like YouTube than Netflix. Producers submit their content themselves; those shows become searchable in Prime Video and are monetized based on the number of minutes they’re watched. While titles made available for rent or sale on the main Prime Video service earn 50% of their sticker price, PVD’s streaming titles earn revenue based on a tiered system. A show’s first 100,000 hours of streaming within a year earns US$0.04 per hour, scaling up to a maximum of US$0.10 for hours 500,000 to 999,999.
The AVOD or streaming service earns the hours watched deal. It is all terribly confusing. Only thing for sure is the 50% deal with the VOD's that sell the episodes for $1.99 and seasons for $19.99, and I guess this weird hourly deal is AVOD the (ad based streaming version) where is that on Prime is that the tv Prime viewed at home?
At any rate the system is convoluted at best with the only for sure being the VOD sales/rentals but then who knows how many are sold to each one YouTube/Google Play/Amazon Prime/VDU/ which are all the same $1.99 per episode and $19.99 for the entire season.
The 40+ other platforms which are AVOD use the hourly deal but is that separate for each one? Has to be, but, then again are they all the same as the example they gave?
Here is a video help page on the streaming service (like YouTube) not the rental/purchase route.
https://videodirect.amazon.com/home/landing?ref=pvd_us_os_wab_lp
At the end of the day its all just another stream, its the sum of the whole. And Derek yes the $$ received from now til the end of time in AVOD looks small in the hourly thing compared to what it cost to produce them, but, that money is already covered by Netflix when buying the season rights the same with Nick Jr. Its what makes them and companies like GNUS and the rest worth money long term as once paid for its jut free money as I have mentioned here before it is "no cost" revenue or straight profit.
As it continues to grow and with each new market/country it sells into whether on tv, SVOD (subscription VOD) or AVOD platform (Ad based streaming) its virtually all free after the seasons are paid for.
That is why they are called "evergreen" they are green forever.
Yeah, we didn't really have it at least for YouTube anyhow that Llama Llama started in August pretty much and most of the platforms were added in mid summer, so I am indifferent to it at the moment also not knowing the $$ aspect really. China we were added to similar platforms from February so that should see jump to, maybe as we see it go forward can get a better feel for it.
I am thinking getting into 200-300 minutes per Q viewed is when it really matters. It is nice getting the bump from it here and now we know it did in China too as it was on their but just have to see going forward and try and figure out the growth, should be good getting added to Asia and this flu thing definitely has added to it. Did on YouTube anyway in 2 weeks the same amount of views as it did in a quarter.
Should be getting news of RR season 3 order soon and Latin America Nick Jr. second season and Italy's RR season 2 order those three happened right around this time last year.
We will just have to see, liking the new product lines from the shareholder presentation just keep a steady flow make the stream bigger and bigger, its about the sum of the total.
Nickelodeon Greenlights Season Two of Genius Brands International’s Hit Preschool Series, Rainbow Rangers, to Debut in Q4 With 52 New Episodes
Apr 8, 2019
Genius Brands International’s Hit Preschool Series, Rainbow Rangers, to Launch Across Latin America on Nickelodeon’s Nick Jr. Channel and Its Noggin Mobile Streaming App
Apr 23, 2019
Genius Brands International’s “Rainbow Rangers” Expands Into Europe Via Deal With Leading Children’s Italian Channel, Cartoonito
May 9, 2019
Then the next ER follows a week later.
They were 2 weeks ahead of the rest nuff said, imitation the best form of flattery.
Anyone have any idea what all the SVOD AVOD numbers shooting up means in the long/near term?
Just on YouTube having the traffic in a week that used to have in 5-6 weeks. 30 other platforms they are on including China/Taiwan/Mongolia now, what does that all mean? I still have not been able to find out any formula etc. to even half way figure out what all the excess viewership means.
Peace out