Post Reply
681-700 of 909
Hi,
thanks for the good reply - I did indeed get the revenue and profit mixed up - pretty unforgivable, but I believe YuuZoo is overvalued in any case until I know a few facts:
(1) What is their revenue breakdown for 2012, e.g how many percent of revenue is from social networks and how happy are their clients
(2) Is there any independent confirmation that creating closed social networks at the price level they operate on is viable?
(3) When will the audited reports for YuuZoo be made available?
And please guys, do not compare this company to Facebook. In the meantime, I will try to get in touch with some of YuuZoos clients. Good investment tip: Always check with the customers, they are the ones paying for the cashflow that will put value into our shares at the end of the day!
Cheers
CA
Agreed, unfortunately Renn2 and Zynga were yet to make profit in the last 2 financial years, while Yuuzoo had earned its profit. FB PE ratio is super high above 50 times. QIHU's is about 100 times. SINA's is about 125 times.
But you can't just compare price, you must compare PE ratios because they have different amount of outstanding shares and therefore EPS. Do you have the PE ratios of listed social networking and gaming companies? I think Facebook got a very high PE ratio but then they are Facebook.
Actually, YuuZoo's biz model looks very interesting if they can keep pulling in the clients. And they are now going into mobile gaming, another hot area. The mobile gaming and social media space will only get bigger going forward.
Not vested yet, looking for a good entry level.
Tlc8888 ( Date: 14-May-2013 18:29) Posted:
Just want to add: compared S$0.50 (equivalent to US$0.40) per share for Yuuzoo against US$3 Renn (social network, gaming, online video), US$3.50 Zynga (gaming).
Tlc8888 ( Date: 14-May-2013 18:23) Posted:
| Agreed, its clients include American Publisher Hearst Corporation, TV producer Fremantle Media and online video gaming company IAH Games based on the Straits Times article dated May 3, 2013. Most importantly, Contel to Yuuzoo will be the FIRST social media stock in Singapore once RTO is completed. |
|
|
|
Just want to add: compared S$0.50 (equivalent to US$0.40) per share for Yuuzoo against US$3 Renn (social network, gaming, online video), US$3.50 Zynga (gaming).
Tlc8888 ( Date: 14-May-2013 18:23) Posted:
| Agreed, its clients include American Publisher Hearst Corporation, TV producer Fremantle Media and online video gaming company IAH Games based on the Straits Times article dated May 3, 2013. Most importantly, Contel to Yuuzoo will be the FIRST social media stock in Singapore once RTO is completed. |
|
Agreed, its clients include American Publisher Hearst Corporation, TV producer Fremantle Media and online video gaming company IAH Games based on the Straits Times article dated May 3, 2013. Most importantly, Contel to Yuuzoo will be the FIRST social media stock in Singapore once RTO is completed.
Thanks, you brought some interesting points. I think YuuZoo's revenue is more than $7m. In fact, I think they reported net profit of US$6.5m and revenue of revenue of US$27m for 2012. I think you are referring to profit not revenue?
I did a rough calculation - YuuZoo has a PE ratio of > 50x assuming a post consolidated price of 50cts which is a bit high. But then no one really knows what's their growth like. If it is as good as they claimed, then its PE will fall as they grow.
Also using Alexa is not accurate because they don't get their money from traffic to Yuuzoo.com but from managing private social networks. I read somewhere(cannot confirm source) their clients include IAH (now bought over by them), Fremantle Media, a US listed gaming company, etc.
Don't write it off yet because we don't really know the real potential of YuuZoo. It could be a multi-bagger for all we know. Or it could be a real con job ??
curiousAngel ( Date: 14-May-2013 10:12) Posted:
|
Hi there, good to see IT companies list in any fashion, but seriously guys, did we see any sensible calculation on the valuation of YuuZoo. If I met the CEO of YuuZoo, I would ask him
- How can a company that did less than S$7 million of revenues be valued at half a billion
=> Internet valuations in this market has seen up to 15 times revenue, but not more. That means YuuZoo, in the best case is worth not more than S$100m
- What is the breakdown of YuuZoo's revenues?
- Go check the Alexa traffic rating (at www.alexa.com) for yuuzoo.com and you will see that it is a site with basically zero traffic. (Or at the same level as a personal neighbourhood blog)
- Have you seen any reference customer using the YuuZoo products? I would ask the company to name at least a couple that have paid the USD $80k price tag to set up a " closed social network"
- Have you considered the value offering of YuuZoo? They claim to offer a " closed social network" so that companies can have control over it and customise it. Well, it makes no sense, I would assume, if there is no traffic, and how would you supposed the customers with these closed networks will acquire new customers. Any analysis I do, suggests that the basic premise of YuuZoo's business, as it is being explained in several news articles, does not make sense.
If, indeed, the revenue of YuuZoo is not made up of fast growing social network implemenetations, but, let's say, is made up of ringtones and premium content marketed on mobile phones, then perhaps the 15 times sales does not makes sense either. The price tag of YuuZoo would in that case be more like S$30m. (Around 5 times revenue)
If that is the case, Contel is not doing good business, and the real share price of Contel could be found like this.
Alleged value of YuuZoo: S$582m => Implied value of consolidated Contel stock = $0.500
My suggested value of YuuZoo: $30m => $0.026
As the new Contel is mainly made up of YuuZoo stock, it is more or less true to say that the true consolidated price of Contel stock will be around 3c, which makes the current unconsolidated stock worth 0.6 cents.
This means that this could be the most extraordinary short selling opportunity in a long time, as the stock currently trades at 8.3 cents, which is around 14 times higher than my estimated value of the company.
|
|
I have no vested interests in contel at the moment btw.
Do you know how Alexa ranking work ? In order for Alexa to capture page views, the user must install Alexa toolbar. The tool bar is deemed as a spyware for most savvy users.
Im sorry I can't accept your arguement for internet traffic with Alexa as your reference. Cos google brings in the main bulk of organic traffic to any sites. If you can rank first page in google, you'll definitely get traffic for your site. Go google yuuzoo and see what you find. Hope it helps you gain a better understanding on internet marketing.
curiousAngel ( Date: 14-May-2013 10:12) Posted:
|
Hi there, good to see IT companies list in any fashion, but seriously guys, did we see any sensible calculation on the valuation of YuuZoo. If I met the CEO of YuuZoo, I would ask him
- How can a company that did less than S$7 million of revenues be valued at half a billion
=> Internet valuations in this market has seen up to 15 times revenue, but not more. That means YuuZoo, in the best case is worth not more than S$100m
- What is the breakdown of YuuZoo's revenues?
- Go check the Alexa traffic rating (at www.alexa.com) for yuuzoo.com and you will see that it is a site with basically zero traffic. (Or at the same level as a personal neighbourhood blog)
- Have you seen any reference customer using the YuuZoo products? I would ask the company to name at least a couple that have paid the USD $80k price tag to set up a " closed social network"
- Have you considered the value offering of YuuZoo? They claim to offer a " closed social network" so that companies can have control over it and customise it. Well, it makes no sense, I would assume, if there is no traffic, and how would you supposed the customers with these closed networks will acquire new customers. Any analysis I do, suggests that the basic premise of YuuZoo's business, as it is being explained in several news articles, does not make sense.
If, indeed, the revenue of YuuZoo is not made up of fast growing social network implemenetations, but, let's say, is made up of ringtones and premium content marketed on mobile phones, then perhaps the 15 times sales does not makes sense either. The price tag of YuuZoo would in that case be more like S$30m. (Around 5 times revenue)
If that is the case, Contel is not doing good business, and the real share price of Contel could be found like this.
Alleged value of YuuZoo: S$582m => Implied value of consolidated Contel stock = $0.500
My suggested value of YuuZoo: $30m => $0.026
As the new Contel is mainly made up of YuuZoo stock, it is more or less true to say that the true consolidated price of Contel stock will be around 3c, which makes the current unconsolidated stock worth 0.6 cents.
This means that this could be the most extraordinary short selling opportunity in a long time, as the stock currently trades at 8.3 cents, which is around 14 times higher than my estimated value of the company.
|
|
Worth 3c??so little???
Hi there, good to see IT companies list in any fashion, but seriously guys, did we see any sensible calculation on the valuation of YuuZoo. If I met the CEO of YuuZoo, I would ask him
- How can a company that did less than S$7 million of revenues be valued at half a billion
=> Internet valuations in this market has seen up to 15 times revenue, but not more. That means YuuZoo, in the best case is worth not more than S$100m
- What is the breakdown of YuuZoo's revenues?
- Go check the Alexa traffic rating (at www.alexa.com) for yuuzoo.com and you will see that it is a site with basically zero traffic. (Or at the same level as a personal neighbourhood blog)
- Have you seen any reference customer using the YuuZoo products? I would ask the company to name at least a couple that have paid the USD $80k price tag to set up a " closed social network"
- Have you considered the value offering of YuuZoo? They claim to offer a " closed social network" so that companies can have control over it and customise it. Well, it makes no sense, I would assume, if there is no traffic, and how would you supposed the customers with these closed networks will acquire new customers. Any analysis I do, suggests that the basic premise of YuuZoo's business, as it is being explained in several news articles, does not make sense.
If, indeed, the revenue of YuuZoo is not made up of fast growing social network implemenetations, but, let's say, is made up of ringtones and premium content marketed on mobile phones, then perhaps the 15 times sales does not makes sense either. The price tag of YuuZoo would in that case be more like S$30m. (Around 5 times revenue)
If that is the case, Contel is not doing good business, and the real share price of Contel could be found like this.
Alleged value of YuuZoo: S$582m => Implied value of consolidated Contel stock = $0.500
My suggested value of YuuZoo: $30m => $0.026
As the new Contel is mainly made up of YuuZoo stock, it is more or less true to say that the true consolidated price of Contel stock will be around 3c, which makes the current unconsolidated stock worth 0.6 cents.
This means that this could be the most extraordinary short selling opportunity in a long time, as the stock currently trades at 8.3 cents, which is around 14 times higher than my estimated value of the company.
i do hope they play punk lol.. i feel uncomfortable with all the index keep hitting new high.. a correction will be good for the better future
Huatahearnmoney ( Date: 13-May-2013 22:11) Posted:
This thurs, this fri. we will know if punk is coming. lol
nqing87 ( Date: 13-May-2013 20:19) Posted:
| US debt ceiling.. the supposedly date they need to discuss & settle this issue & have a resolution between the democrats & republicans.. see if the politicans want to play punk or not lo |
|
|
|
This thurs, this fri. we will know if punk is coming. lol
nqing87 ( Date: 13-May-2013 20:19) Posted:
US debt ceiling.. the supposedly date they need to discuss & settle this issue & have a resolution between the democrats & republicans.. see if the politicans want to play punk or not lol
Moomooland ( Date: 13-May-2013 19:54) Posted:
| What's happening on may 19? |
|
|
|
US debt ceiling.. the supposedly date they need to discuss & settle this issue & have a resolution between the democrats & republicans.. see if the politicans want to play punk or not lol
Moomooland ( Date: 13-May-2013 19:54) Posted:
| What's happening on may 19? |
|
What's happening on may 19?
waiting to pick durians.. maybe after may 19 see durian fallen or not
Huatahearnmoney ( Date: 13-May-2013 19:23) Posted:
Question is... when nia ?? lololol. I just hope someone will hoot contel down jialat jialat. lol
Tomique ( Date: 13-May-2013 17:03) Posted:
|
It is obvious. RTO is confirmed by the way things go.
When the EGM is finalized, we can see Contel fly. Not you and me buying only. There will be BBs buying too. So be patient those who longed. Good luck! |
|
|
|
Question is... when nia ?? lololol. I just hope someone will hoot contel down jialat jialat. lol
Tomique ( Date: 13-May-2013 17:03) Posted:
|
It is obvious. RTO is confirmed by the way things go.
When the EGM is finalized, we can see Contel fly. Not you and me buying only. There will be BBs buying too. So be patient those who longed. Good luck! |
|
Wait for forced selling to clear, then buy cheap cheap
It is obvious. RTO is confirmed by the way things go.
When the EGM is finalized, we can see Contel fly. Not you and me buying only. There will be BBs buying too. So be patient those who longed. Good luck!
Like thread like stock... both dying! Time to revive!!!
You have no idea on the background of the people here.
Just a note.
Forumers might not even be playing this counter. Shout for fun nia.
Why you so agitated? Lol
kelvinLim123 ( Date: 09-May-2013 17:58) Posted:
U are naive. Do you think people here can move the price?
How much can you buy? Do you think mkt maker are free to come here to read your post.
Those talk much here are self comforting.
qwertyuiop00 ( Date: 09-May-2013 17:56) Posted:
| just to add on, this stock is definitely not for contra. and definitely not now, super bad volume and closing price based on VSA. short term wise, probably drop to 0.074, long term wise, its an obvious uptrend |
|
|
|
