cute and knows investments, marry me already
do you follow crypto
She is 6'3 and Jewish you would never be caught dead with her Irl you're like 5'6
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2/20/2020 9:49:00 PM
Tesla 4x in the last 6 months, So expensive now. But likely to at least 2x when the Tesla Truck is released. It's also been rated the most valuable car stock in the world for some time now.
I don't trade stocks anymore, but I still record and watch Fast Money almost everyday and my best call was AMD when it was $33 last year. It stayed in that range for awhile but it's nearly x2 now.
Tech companies are usually very long.
I checked the GME chart and set it to max. It starts in 2002 in the PS2 era.
There was a price increase in the anticipation of the PS3 then it came out and the stock surged for 2 years. Then something similar happened in 2013 with the launch of the PS4, It lasted 2 years but it never surged as high.
You might really see a 4x or an 8x with GME when Microsoft and Sony release their new consoles, but this console release could possibly be different for GME as the consoles themselves are killing GME, since any game can be purchased and downloaded through the console itself.
The money maker for Sony, Microsoft and even GME, are the game sales.
GME's customer base is shrinking, and the number of consoles people will have delivered straight to their homes will most likely smash GME's sales this time.
Still there's a good chance GME will be profitable if you get it now go long, then watch it and listen to reports every single day, cause at the first sign of bearish activity you'll want to sell it.
I think GME will have to evolve into a website where everything they sell can be purchased and delivered online and competitively. Otherwise they could end up like blockbuster.
One thing to note about the PS5 and XboXwhatever, if they come out with 2T SSD drives, things will get worse in the world of selling games on hard copy, but on the other hand triple A games are getting bigger in scale, but I wouldn't expect "most" of the titles on these consoles to be all that much more sophisticated than the average console games we see now.
Despite my concerns for GME, it's still good, but this could be their last chance to make changes to their business model.
Couldn't have said it better myself, I have very little doubt GME will have a nice jump in Q3 over console hype but they are on their last leg because most of their cash flow is from the used game market.
This will be there last ride if they don't shift gears completely, luckily they'll have bonds maturing and the console bomb happening within a 6 month span so they'll have runway to make adjustments. I just don't really see how they'd compete in the long term though.
I think they need to advertise now, and make a strong point about the benefits to owning a game on disc, in how it gives the owner the power to buy, sell, trade, and better preserve their games.
Personally my last console was a PS3. There is 1 thing I want on PS4 now, but if I go down the road it would be better to wait for PS5, which I won't use all that much when I'm bored of playing Dreams on it. If I get a PS5, I'll get it at GameStop, just for you Alice !
I checked the GME chart and set it to max. It starts in 2002 in the PS2 era.
There was a price increase in the anticipation of the PS3 then it came out and the stock surged for 2 years. Then something similar happened in 2013 with the launch of the PS4, It lasted 2 years but it never surged as high.
You might really see a 4x or an 8x with GME when Microsoft and Sony release their new consoles, but this console release could possibly be different for GME as the consoles themselves are killing GME, since any game can be purchased and downloaded through the console itself.
The money maker for Sony, Microsoft and even GME, are the game sales.
GME's customer base is shrinking, and the number of consoles people will have delivered straight to their homes will most likely smash GME's sales this time.
Still there's a good chance GME will be profitable if you get it now go long, then watch it and listen to reports every single day, cause at the first sign of bearish activity you'll want to sell it.
I think GME will have to evolve into a website where everything they sell can be purchased and delivered online and competitively. Otherwise they could end up like blockbuster.
One thing to note about the PS5 and XboXwhatever, if they come out with 2T SSD drives, things will get worse in the world of selling games on hard copy, but on the other hand triple A games are getting bigger in scale, but I wouldn't expect "most" of the titles on these consoles to be all that much more sophisticated than the average console games we see now.
Despite my concerns for GME, it's still good, but this could be their last chance to make changes to their business model.
Couldn't have said it better myself, I have very little doubt GME will have a nice jump in Q3 over console hype but they are on their last leg because most of their cash flow is from the used game market.
This will be there last ride if they don't shift gears completely, luckily they'll have bonds maturing and the console bomb happening within a 6 month span so they'll have runway to make adjustments. I just don't really see how they'd compete in the long term though.
I think they need to advertise now, and make a strong point about the benefits to owning a game on disc, in how it gives the owner the power to buy, sell, trade, and better preserve their games.
Personally my last console was a PS3. There is 1 thing I want on PS4 now, but if I go down the road it would be better to wait for PS5, which I won't use all that much when I'm bored of playing Dreams on it. If I get a PS5, I'll get it at GameStop, just for you Alice !
Idk if they have the money for advertisements. Consoles having backwards compatibility will really make them or break them.
I appreciate it!
Currently digging through Cimarex Energy Co (XEC) atm, they look solid.
There could be opportunity here given pre-coronavirus they were $53+ a share but dropped to $40 since then. Most oil stock and futures have suffered greatly the past month but with corona cases stagnating and increased oil demand in China this stock could bounce back with the market.
https://www.fxstreet.com/news/oil-china-to-revive-demand-tds-202002201350
https://www.worldoil.com/news/2020/2/19/oil-reaches-two-week-high-on-hope-for-chinese-demand-revival
Looking into their fundamentals now.
A lot of Action in 5G right now, CBA falls apart and the HAPS alliance rises.
AviationPros said:A group of global industry leaders announced that they are forming the HAPS Alliance, an association of world-leading telecommunications, technology, aviation, and aerospace companies that are united in promoting the use of high altitude vehicles in the Earth’s stratosphere to eliminate the digital divide and bring connectivity to more people, places, and things worldwide.
Members who have committed to join the HAPS Alliance include SoftBank Corp.’s HAPSMobile Inc. (“HAPSMobile”), Alphabet's Loon LLC (“Loon”), AeroVironment, Inc. (“AeroVironment”), Airbus Defence and Space, Bharti Airtel Limited (“Bharti Airtel”), China Telecom Corporation Limited (“China Telecom”), Deutsche Telekom AG (“Deutsche Telekom”), Telefonaktiebolaget LM Ericsson (“Ericsson”), Intelsat US LLC (“Intelsat”), Nokia Corporation, SoftBank Corp., and Telefónica S.A. (“Telefónica”).
Glad to see IntelSat on the list.
There's a lot of talk about Nokia rn but I have not looked into them personally. I am interested in SoftBank though, they've got their fingers in ARM and Sprint.
Here you go, Tony.
You're right, GME is going to have to shift gears and they know it.
Introducing GameStop Social: https://www.twitch.tv/videos/555809051
They just opened a number of test stores built around the social aspects of gaming which may not be such a bad move, or rather its one of the few tangible moves they can make. They will not be able corner the online marketplace efficiently because Microsoft and Sony already have their own, it's not really feasible to try to compete with online marketplaces when they belong to the console companies you play the games on.
Social gaming and Esports is a growing market set to grow upward of $1.5 billion by 2023 and there's not a lot of locality to it in the United States despite there being demand. In South Korea and Japan there are tons of very successful Gaming Cafes - the esports explosion is really the result of such spaces. I have noticed around where I live and in small towns such cafes have opened and they are always filled. They are small shops though, very mom and pop, so GME could actually compete in this market competitively.
This is exciting news given my position. I have very little doubt GME SP will have a rally in Q3 and do think it's likely to be around a 4x as things are, history repeats itself as they say. 4x feel is conservative compared to the historical trend though given each console release SP went up more like 8x-10x - that was during a time where GME longevity was not as questionable. If these test stores can get could results over the next two quarters that question becomes less of a concern and the historical trend could be pushed to its extreme once again.
Pff. Sheeps for sharks.
The ones who actually do money and get rich at stocks are the ones with inside info. That's how market works.
A nobody likes you will make a little here, a little there, struggle, struggle, struggle, but never eat the whole cake. The truth is ugly. Even Maddoff spilled it all. Connections, infos, when you don't have it or it goes dry. Pyramid.
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2/22/2020 3:22:54 AM
Here you go, Tony.
You're right, GME is going to have to shift gears and they know it.
Introducing GameStop Social: https://www.twitch.tv/videos/555809051
They just opened a number of test stores built around the social aspects of gaming which may not be such a bad move, or rather its one of the few tangible moves they can make. They will not be able corner the online marketplace efficiently because Microsoft and Sony already have their own, it's not really feasible to try to compete with online marketplaces when they belong to the console companies you play the games on.
Social gaming and Esports is a growing market set to grow upward of $1.5 billion by 2023 and there's not a lot of locality to it in the United States despite there being demand. In South Korea and Japan there are tons of very successful Gaming Cafes - the esports explosion is really the result of such spaces. I have noticed around where I live and in small towns such cafes have opened and they are always filled. They are small shops though, very mom and pop, so GME could actually compete in this market competitively.
This is exciting news given my position. I have very little doubt GME SP will have a rally in Q3 and do think it's likely to be around a 4x as things are, history repeats itself as they say. 4x feel is conservative compared to the historical trend though given each console release SP went up more like 8x-10x - that was during a time where GME longevity was not as questionable. If these test stores can get could results over the next two quarters that question becomes less of a concern and the historical trend could be pushed to its extreme once again.
Actually listened to the whole thing. $5 an hour is really modest compared to what people used to pay in arcades in the 80's and 90's.
In my teens there was a small video game shop that called itself Supercomputer Hour. His business scheme up was like that. He had stations with monitors surrounding the counter in the center. In the counter itself were home consoles. I don't remember his pricing but his business was on fire. The play time was on a timer which would cut the power once time ran out, based on how much time we bought.
In the front section he had a NEO GEO console which were basically arcade games. He had custom built arcade sticks just so the start button can be placed behind the counter, and for that system it was 25 cents per life. On top of all of this, he also sold games.
His business eventually got shut down, as it was in a mall right next to a grocery store entrance and the sounds of excited teens playing Street Fighter II kinda disturbed the peace.
( On the side, that owner was also a pirate, as he would copy games under the table for selected chinese people. Some years later he went full pirate and would mod PlayStations and burn PS1 games in a van and deliver it to your house, for everyone, before going full Pirate in a fla market. Amusing but unrelated I know. )
What GameStop should do is track how much time a customer plays and give them credit toward a purchase of anything. Now running all those consoles at once isn't free, so it wouldn't be realistic for $5 to be $5 credit toward their next purchase, unless the power consumption can be COMPLETELY written off as a business expense, but if playing and socializing for 1 hour can knock off 3-4 dollars from any future purchase then GameStop will most likely have to start opening more gaming cafe shops. Even better if $5 will give a customer 1 hour playtime and $5 off on any item
Proof of credit can be done any number of ways.
GameStop should also have a device that will randomly go off and announce a winner anytime during store hours, while a randomly selected customer that's on at the time of it happening wins a prize. This will give customers the incentive to go play for an hour or 2 or 3 or 4, regardless the case, GameStop is selling games before they are even gone as some customers may take pride in having an insane amount of credits so one day they can go crazy and get tons of loot, plus they are still selling games to people making a pitstop to get something.
A youtube channel would also help, showing some tournaments, store winners, returning champions, If they want to get into eSports, they will have to broadcast it for the world to see. they need a hot and clean gamer chick to host the show, have special guest youtubers on every now and then. Youtubers often barter for nothing more than exposure. One thing for certain, 99% of successful youtube channels has a host, this is how it is with news and this would be coverage. Make a list of inshop winners etc. No one wants just a presentation. Advertize 1 time somewhere on the way up, video games are extremely popular on youtube. Before you know it, customers will start to call their store credit "earnings" and again it will be, marvelous to boast how much they "earned".
Writing about this is fun tbh. If they play their cards right, they can save the stores that are set to close this year
GS current CEO is George Sherman
Vanity Fair said:Previously, Sherman served as CEO of Victra, one of the largest authorized retailers for Verizon Wireless in the U.S. He also spent three years as president of Advance Auto Parts and had a short stint as its interim CEO. During his tenure there, he helped merge and integrate General Parts International following its acquisition in 2014. Sherman also had leadership roles at Best Buy and Home Depot
Feel free to write them a letter.
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2/22/2020 7:26:30 AM
IntalSat is about to have a defining two weeks and it all comes down to where the FCC’s decision pertaining to C Band Alliance(CBA) falls. CBA members include IntelSat, SES S.A., Eutelsat, Telesat, and Star one (The biggest player being IntelSat).
Intelsat has been offered 50% of the funds allocated to the C Band Alliance (CBA) but they’ve rejected this and have asked for 60%-67% as they feel it accurately accounts for their proportion of the work to push the U.S. into 5g. They are also pushing for the phase 1 incentive to be none-refundable once they clear the phase. Intelsat also do not wish to share TT&C sites with other members of the alliance. Lastly, given the original purpose and agreement between the CBA they would like any further drafts to recognize that the CBA will no longer exist going forward.
This is outlined in their 2/20 filing to the FCC: https://ecfsapi.fcc.gov/file/102201175222564/Redacted%20Highly%20Confidential%20Document%20-%20Intelsat%2020%20Feb%202020.PDF
Key points –
- The incentive amount identified for IntelSat should be based on the relative contribution to accelerated clearing and thus should be increased
- Draft orders allocation between Phase 1 and Phase 2 acceleration payments is not appropriately proportional
- The Contingent Requirement to Repay the Phase I Incentive Payment Should be Eliminated
- The Penalties for Missing Accelerated Relocation Deadlines Are Unnecessarily Punitive and Will Fail to Achieve the FCC’s Goals
- To Support the New Target Dates, Critical Decisions Are Needed Sooner Than the Draft Order Envisions
- Intelsat Will Require Its Own TT&C Sites
- The Order Should Reflect That There Will be No C-Band Alliance Going Forward
What makes IntelSats demands tangible is EutelSats decision to back it with their own filing: https://ecfsapi.fcc.gov/file/102210686500288/Eutelsat%20Ex%20Parte%20Notice%20(FINAL%202020-02-20).pdf
Key points –
- Allocating acceleration payments among satellite operators participating in the relocation with reference to the proportion of C-band satellite capacity rendered unusable for protected FSS downlink services for its remaining useful lifetime, in order to strengthen the legal basis for the allocation under Teledesic
- Permitting FSS access to the 3.7-4.0 GHz band on an unprotected, non-interference basis after the transition to terrestrial 5G services
- Ensuring that only an independent entity with no conflicts of interest may be eligible to serve as the C-band Transition Coordinator
- Adequately accommodating the interests of all earth station operators, including independent C-band gateway licensees, in the transitioning the 3.7-4.0 GHz band.
Acceptable allocation according to Eutelsat:
Simultaneously Verizon and At&t are applying pressure for a speedy roll-out and also touch on overlay options that IntelSat also advocates for: https://ecfsapi.fcc.gov/file/1022186360574/Verizon_C-Band_Ex_Parte_(022020).pdf
IntelSats earnings report came out 2/19 and they overperformed in revenues by 4%, they have no problems brining in money. While looking over their earnings report across 2019 the only fundamental problem I could see is they have a lot of liabilities. Fortunately, they have a quick ratio of 1.82 and growing, this not only makes their liabilities a nonissue but also means they have a better liquidity than 80% of their competitors. Having said this, as with any firm with a decent amount of leverage, IntelSat is difficult to value.
Q4 Earnings Report: https://investors.intelsat.com/node/16086/pdf
The Valuation is difficult but to start you need to chose of two assumptions. (1) IntelSat is going bankrupt and their stock is worthless. (2) IntelSats stock has value. Choosing one of these assumptions is necessary for the valuation because they determine your multiplier. If the stock is worthless then the multiplier is 6.5x or if it holds value the multiplier is 8x (this is conservative, probably closer to 9x). In my opinion IntelSat has value and as such its base multiplier is 8x as it has never traded below that. I think the second assumption is correct because their quick ratio is 1.82 and their losses are narrow while revenues exceed expectations, plus they are in a deal with the FCC that guarantees their existence for the next 4 years.
With the current FCC offer IntelSat gets 4.85 billion and with a 8x multiplier that lands them at $18 a share. If they get $5.8 billion (middle ground offer that I see as most likely) then they are worth $25 a share which is where they were before the FCC took over the 5g rollout. If they get $6.5 billion (unlikely) there worth $30 a share. As you can see at their current $4.5 price tag and the FCC deal they have an insane amount to gain over the next few months if all plays out as it is supposed to.
What if this whole FCC deal falls apart, which is unlikely given the necessity of the 5g roll, what is IntelSat worth. Given their Q4 EBITDA is $1,012.8 million that puts them at $14.5+ a share with a 8x multiplier.
In conclusion, if you assume IntelSat holds ANY value then they are greatly undervalued.
Just because IntelSats shares are worth $14.5+ doesn’t mean others will recognize this value and act. Luckily a lot of news has come out in the last 16 hours and this has garnered a lot of attention and has even increased the amount of institutional owned shares. By the end of the day Intelsat saw a vast increase in holdings and is now 94.8% institutional owned. This is a great sign because that means large firms are betting in IntelSats favor. This increase in institutional backing will place a lot of pressure those shorting the stock, likely causing a shorting squeeze that could drive shares somewhere between $5-$7 before the FCC’s Feb28 review.