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Re: connome post# 13547

Monday, 10/22/2007 10:50:34 AM

Monday, October 22, 2007 10:50:34 AM

Post# of 20076
I hope you are right. My gut watching this stock has not felt good the way it has traded since its last high. After talking to the company I did not get the feeling they were overly optimistic for this period. I got the feeling it would be ok. When the company told me they were just competing for the remaining 5% of the 20% ad dollars for the end of the yr I got the feeling this would not be a lot. I got the feeling they were putting more emphaisis on positioning themselves for the up coming ad $s in Jan/Feb. I hope the market see that they have positioned themselves well and will discount the stock going out 6 mos and push the stock higher. At this time I only see future statements on the future that will drive the stock back to the old highs and maybe higher.
I appreciate the estimates on the guys that are trying to project the ad $s. I think they need to analysis it two ways as follows:
1. the potential ad $s available in China for next year starting with 80% because that is what is available in the beginning and then make an educated assumption on how much AAGH might get - 1%, .5% - I don't know what is a good figure.

2. Then do the analysis on how many ads they can run and at what rate they can get and etc which the guys here have done a good job on.

With the total available ad $s they might get from my 1. approach then you can compare the 2. approach and see how realistic the numbers can be. I use to do this years ago for new markets in industrey. Compare the total availble to what you think the company can do and it will help you see where there might be problems in your analysis. Just food for thought.
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