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Nickelodeon Greenlights Season Two of Genius Brands International’s Hit Preschool Series, Rainbow Rangers, to Debut in Q4 With 52 New Episodes
https://ir.gnusbrands.com/press-releases/detail/1020/nickelodeon-greenlights-season-two-of-genius-brands
Balding, you think we see no stock movement until Q1 results in May? Strange they had such strong sales interest in new KetonX products at November launch but no announcement of any CBD enhanced product yet. Thought that first of product announcements was by “end of Q1”.
Why too bad? That sounds like prime display location. Prefer that to mid aisle bottom shelf where nobody sees ...
Thanks Rick.
We’re watching closely ...
“Well above what even the company is worth”.
What do you think that is and why?
Boca. Just contact Mike Porter with Porter LeVay. GBI IR. He’s been helpful answering questions. Phone has worked best. His contact information has been on recent releases.
Yes. Confirmed with IR.
Expect 60-75% of $6.2M in merchandise advances in 2019. Remaining 25-40% in 2020
IR also confirmed possible (repeat possible) non-dilutive financing options for 2 new properties.
Agreed.
And I’m excited about the Stan Lee brand. Should draw some attention after his unfortunate passing.
Yeah. Its strange he held back from mentioning Stan Lee’s Superhero Kindergarten when it’s clearly in the 10-K.
But this has happened before when Llama Llama season 2 was announced in an SEC filing well before the “official” announcement. The company is not that polished but is trying.
Frankly I didn’t mind the more subdued tone on the call. It was a pleasant relief from the pump feasts of old.
At this point I suspect he’s heard from enough disgruntled shareholders that have been duped by the cheerleading of years past that until we see real and sustained revenue, only then does the boy crying wolf no longer be mistaken for one.
Sounds like RR and Llama per comments in the Q&A are truly shaping up to be strong brands and the 470+ product skews are cued and ready.
The next 6-12 months will be the proof. And glad we’re finally nearing that point of inflection.
More patience required. But seems it’s coming. Finally.
It does. Not a bad way to handle the Letter. Makes sure folks not listening to the call got the message too.
So. Looks like RR revs will be recorded in Q1. $4.5M like Season 1 LlamaLlama? Also sounds like Season 2 LL revs to be recorded in 2019. Sounds like release is Q3 per comment on call. So another $4.5M (or so) in revs in Q3. Then $6.2M in revs in Q3 and Q4 in product guarantee revs.
Plus TV channel revs. (And you DVD revs??)
That’s about $15M in rev potential this year. $10M burn 2018. But burn probably increasing in 2019 to build two new brands.
Sounds like sustained and consistent revenue won’t happen until product license revenue flow consistent from 470+ product skews.
That’s sometime mid 2020. A year out. But clearly they believe they’re building something of value.
Thoughts Rick?
Tomorrow’s call will be important. Let’s see how Andy handles it and if there is guidance on Q1 revenue. Especially since Q1 is up.
When news of the funding comes in, the share price will fly. Huge milestone.
While it’s taken much longer than anticipated or lead to believe the hurdle will be behind us and tremendous validation the result. We hit .0041+ at last big news. 4X from here. Would expect resistance to become new support.
Good luck all traders and longs.
DK
Exceptional management team
Looks like based on today’s news the prototyping is taking a lot of time to get the microscopic design of the strips to within specifications. We know the fluidic test strip tech works well but they need a working prototype to market properly.
Yes. Second half of 2019 should be very exciting. We’re already done with Q1. 3 months to go and market forward looking.
Veolia on board will be a game changer in terms of ramping to a set schedule, which is a factor this company has struggled with prior. Should prove helpful.
Patience.
No. Quadruple witching day. But good to see buying versus selling.
Good points. But until we have steady and significant licensing revenue from products, DVDs, streaming, wherever, we’re not a buyer.
Andy has been all puff for years. Go back and re-read shareholder newsletters from 2014 and 2015 and your blood should boil. Over promises and under delivery.
That said “content with a purpose” we feel has value and there’s no point in selling this close to giving RR license revenues and Llama Llama a chance.
Space Pop and just about every property prior has fallen flat in terms of trying to effectively and profitably monetize it.
Ultimately the business needs to be profitable.
Unfortunately when Andy speaks we no longer believe. Boy who cried wolf one too many times.
Holding our core position but won’t be adding until real evidence of actual revenue $
It will if we get news on MIDS. Been quiet for a while and shareholders want to know what progress has been made. They were on a roll with MML entering into the next phase of work and we know the tech is good. Can they execute? Is the question. If they can then POC heart attack detection is a huge demand market. Share price will absolutely skyrocket.
What news?
$2+ Monday earnings
Looks like Amy Heyward resigned. Divorce finalized. Shares bought by Andy a while back. Non-event.
Yes. At this point ... yes.
It’s taken longer than planned but the Veolia partnership changes everything.
Everything.
Sport.Yes. I didn’t factor that. Icing on proverbial cake.
Spent bit yesterday churning numbers. Assuming $8M quarterly operational burn I’ve got them cash flow breakeven sometime in Q1 of 2020. I have no revs in there for expansion licenses at other locations with different companies. Also carried only $550K per quarter in battery breaking plastics revenue (like this quarter). If battery breaking revs expand with module expansion as well as added licensing revs, then timeline to profitability shrinks.
Also I don’t have them running out of money. By my conservative model they get down to $5M cash in bank end of Q4 before profitability, then of course all profit thereafter increases cash position. Or share buy back. Both wins for investors.
No capital raise.
This is all assuming they have 16 mods operational by end of year and ramp 4 mods each quarter between now and then.
In Q1 2020 my model assumes they have 20 mods running, 24 in Q2 and so on.
If they can execute faster then the path to profitability accelerates.
Biggest thing is getting 75% electrolyte recovery (which they were clearly confident they have done) and enough mods operational before more $ needed.
After this week’s call and with Veolia at the helm it’s looking very promising.
With no financing overhang and IP protection they simply need to scale it. Then sky’s the limit of what revenue portion of a $20B+ market they want to capture.
Just 10% of $20b is what stock price target for our company?
GLTY
Well. I listened to the Uptick interview. Thought it was well too promotional in sounding like an infomercial. The fact Everette calls it “a brand new company” is misleading since we’ve been around for 20 years. Yes it’s a new management regime but the company is certainly not a brand new company.
Also didn’t think CEO did a good job of describing what the company does. All this talk about “innovation” and “technology” when they’re really just a direct sales dietary supplement producer centered around Ketosis. Yes their products are unique but his lack of clarity was off-putting. Especially if I was an interested first time investor. Shit job of telling the company story. IMHO.
If you come across the conference call recording please share. Thanks in advance.
Also their SEC filings look old and website not updated with the current investor press releases.
What am I missing?
Balding. Have you found a replay of the conf call anywhere?
Thanks in advance
Sport. Re-reading the conf call after listening live thought was very encouraging. A lot of progress. 4 mods running 24/7 with 75% electrolyte recovery by early Q2. That’s weeks away. Veolia begins working there Monday. Veolia is the kind of company that will bring the production and execution structure needs desperately. At 13 or so mods with 75% recovery they’re profitable operationally. When they graduate to 16 mods by year end they should be very close to cash flow breakeven. If not profitable. Would expect Q1 to show first profit. From there as they scale to 20 then 24 then 28 and so on it’s all pure profit. Lead batteries are not going away anytime soon.
Good luck
DK
Sport,
Couldn’t agree more. Good luck to you.
DK
Nice find Sport. Yes. They are hiring 25 people all at one time for one and only one reason.
Ramping production.
Bought this all the way up to $17. Thought $7 was a bargain on the way down. Tripled down since. Ready for them to right this ship and work to its potential in this $4B+ industry.
This has lots of headroom to run.
Easy triple from here in short term and then some if they can ramp production and be profitable.
GLTA
I guess no one knows if Maddie Machalik (author) or Richard Barry are doing Andy a favor specifically. But it wouldn’t surprise me given how cross promotion and entertainment relationships work.
That said, let’s hope the mention of Rainbow Rangers is because the true growing popularity of it warrants the mention.
Thanks for posting.
DK
Thoughts on why the stock has been flat after such a seemingly good conference call?
Wish a re-play were available.
Thx in advance.
Another offering signals to me they’re not making the kinds of money Andy has been touting.
Disappointing
Yup. Wireless 2.0. Samsung.
It’s coming strawpatch.
Balding. Picked up a few more shares today at $.105. Liked that report on the CC.
You?
I’m in for whatever. Thought energy de-regulation was a good place to be but these guys didn’t deliver on anything promised. All smoke and mirrors.
And when they posted the announcement about how staff was saying it was a “great place to work” it stunk of something being off. Why make a company event of such drivel? Real companies don’t do that.
At this point I hope there’s a class action. Many empty false “news announcements” with no tangible results.
Bought at $.07. Gave up at $.01. This is a scam.
Or a grossly mismanaged publicly traded company, where shareholder $$ has been used and abused and evaporated. Either way it’s criminal.
I’d participate in the class action for sure.
Wrong doings unacceptable.
Scratch that. Now I see the CC was announced at the end of the Monday press release. CC was 12PM EST Tuesday.
Wish I heard it.
If you can find a playback number please forward.
Thank you
DK
They have a conference call (coming up) or had a conference call?
Sounds like they had.
Which CC? What did I miss and how? Did not see announcement
Please do tell.