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What is the new PTT price target for GLUU?

Tue, 17 Nov 2015 11:26:15 GMT

Waiting for the magic $10 PT has badly hurt many PTT subscribers . Given the super low 2016 guidance and the horrible execution from GLUU's management so far, the $10 price target looks utterly unrealistic and unattainable. We should get a revised PT from PTT. Stubbornly sticking to the "Triple" share price is doing a lot of harm to PTT subscribers as many (including myself) have patiently held their shares for 1-2 years waiting for the magic $10 PT only to be rewarded with negative returns. PTT thesis for GLUU is clearly broken now, so the PT should be revised accordingly.

Thu, 19 Nov 2015 04:20:20 GMT

> @KAMRAN > funny how it all goes quiet when the stocks are not doing well. it is classic PTT behavior. When the stocks are doing good, there is a lot of trumpeting and hand waving, and lots of discussion on how great things are - how things are going as predicted or whatever. When things are headed south, it is total silence. I am sorry but I have absolutely no belief that Mark is sitting there hamming away on a spread sheet and pouring through 10ks in search of the next big hit. He is probably out on the beach. however, for some reason I always imagine him curled up on the floor in the fetal position, somewhere in his flat, stammering....make it stop, make it stop

Thu, 19 Nov 2015 04:39:58 GMT

I am currently underwater in my over sized position in GLUU. What i do not understand is why so many people want Mark to come out here and respond every time the stock drops. He believes everything is fine otherwise we would see an update on Thursday. I didn't see anyone complaining when the stock was at $6.50-$7 a few months ago. We all individually decide when to buy a stock and when to sell. I have made some good money following my R/R charts on JAKKs and MATR. Only mistake i made was not selling more of my shares when GLUU was around $7 and i bought too much when it dropped between $5-$6 because i believed Tencent had set a floor at $6. My mistake, not Marks. I want to thank everyone that has contributed to this blog. To those that are not happy with these picks, in the future don't buy any more of Marks picks unless your willing to lose 50% at some point and can sleep comfortably at night. There seems to be a pattern that if you waited, all the picks dropped below the initial price by 10-20% i think. What i would like from PTT is more educational videos. I loved the one from last year about watching grass grow. I have learnt a lot and continue to learn. thanks

Thu, 19 Nov 2015 08:03:57 GMT

Hi Sandeep, I am afraid you have totally missed the point here. The goal is not to second guess MG. We are trying to provide PTT with honest and constructive feedback to help improve its performance for the benefit of all of us. Of course we all take responsibility for our buy/sell decisions. And yes, as typical humans we were happy seeing our GLUU investment grow when the stock was at $6.5-$7 a few months ago and back in summer 2014. But why didn’t most of us exit at that price? Because most of us were waiting for the $10 target price or at least to get closer to it? (even MG himself kept the bulk of his position all the way down from $7 to $4.5). So my question which started the thread is actually a valid and legitimate one. It deserves an answer from PTT and is not meant to hurl stones at anybody. Most of us learnt the hard way that the $10 target is simply inconsistent with the market conditions and clearly overestimates GLUU management ability to execute. Was MG too optimistic when he set it? Probably yes but it’s ok as he could never be right all the time. BUT as members we deserve to get an update from PTT saying something along those lines: "PTT expected GLUU to reach $10 within 3 years from initiation date (October 2013) but given how things are evolving on a macro-economic and firm-specific levels we do not see this happening the next 12 months or so. A more realistic PT would be $...... This is not to say that GLUU could never reach $10 next year, but the odds would be quite low.” Had mark issued such statement a year or so ago he would have saved PTT members a lot of pain and losses. But there is another chance now for PTT to make amends by issuing such newsletter, and I hope it’s not too late.

Thu, 19 Nov 2015 14:02:30 GMT

I agree with Sandeep.

Thu, 19 Nov 2015 14:40:14 GMT

Like Sandeep, I use the R/W charts to supplement MG's recommendations. MG is not trying to time his entry based on the charts and if you create a chart add the date it was recommended and then watch the chart. As Sandeep stated, most if not all ran up, pulled back, ran up again and pulled back. A triple will not get their without a few false breakouts and i use those as opportunities to trim my position and book some profit. If it continues do not chase it. Let your remain position run with the trend. If the price then falls again below the breakout (support/resistance line) sell and wait for it to near the bottom of the R/W chart. Cheers all.

Thu, 19 Nov 2015 14:50:20 GMT

Hey Alex – Is that sarcasm or did you actually receive a response? I’d love a some feedback about our concerns here…

Thu, 19 Nov 2015 15:00:17 GMT

Ahmed What kind of update would you like from PTT if there is no new information to give, an apology? Personally i do not want Mark to change his mind because we are not happy with the stock price. I want to draw on his strength and belief that the picks he has made are a good bet until some fundamental change has occurred. In GLUU's case it has because the franchise model is not working as well as expected and a lot is resting on how KPP will do. I double guess my stock picks every time when they drop , i'm thankful that Mark doesn't. I want more educational videos on general stock investing and the state of the economy.

Thu, 19 Nov 2015 16:48:47 GMT

Sandeep I agree with you, I love the educational stuff that I can use on other investments. I can also appreciate every once in a while a short half paragraph in the weekly letter saying "GLUU is o.k." or something like that, but it doesn't need to be every week.

Thu, 19 Nov 2015 17:04:21 GMT

What I think is clear is that PTT has been far less interactive in the last 9 months or so, as the picks and theses have faltered and the market has turned south. Even before there was a forum, Mark was interacting on public SA message boards and engaging in discussion. With the first forum, he was on it quit a bit, engaging in debate and discussing issues frequently. Not so at all lately. And the issue that there is nothing to discuss? Lets take AERO as an example. He kept saying everything was fine, he was a buyer, it was looking good....until he didn't. Literally, all of a sudden on report he was very lukewarm and telling everyone he'd give it one more ER. Shabam! AERO was no longer in favor. Never a reason given, never a discussion of the theses and what went wrong. Later he stated that it looked like AERO, if it did get bought out, would fetch a price around $2. Nary a discussion on where that number came from, or what happened. Now with GLUU something similar. Thesis (clearly) broken. All of a sudden is upgraded to an "8" since there is a good chance the release of the KPP game could propel the stock all the way to....$5! So for me, personally, I think a discussion and debate on what is going on/went on/will go on (potentially) would be helpful.

Thu, 19 Nov 2015 17:36:45 GMT

I second you Gregory. As I stated before, Mark Gomes has been MIA. His Elite videos have ceased from being published and I get sense that even the weekly newsletters are being run entirely by Kiran.

Thu, 19 Nov 2015 20:35:56 GMT

I second the opinion about more educational stuff. With all his expertise, Mark has a lot more to offer and at one time we were told that more educational info would be forthcoming. Would like to see more comments on the macroeconomic front and more thoughts on how to use options. Good update today.

Thu, 19 Nov 2015 21:03:08 GMT

I can relate to what Mark is doing. At times I devote intense focus to the stock market and the micro cap stocks I own or plan to buy. Others times I become almost burned out on stocks and need to refocus on other things while I recharge. I understand, that we're paying Mark and his team to bring their A game every day, but realistically I know they can't. I'd rather have their service for multi years, at a steady pace than to have them drop the service because of too much pain for the money. The reason I signed onto Mark's service is because we like to invest in the same types of microcaps. I've had really good returns over the past years with my own picks (4 buyouts in 4 years), but I decided I needed more professional guidance going forward with some new microcap picks. The price I'm paying is worth the insight into how Mark dissects the market & stocks. That being said, Glu is my top holding at this time. I'll be shocked if the price isn't in double digits this time next year! My gut has been good to me.:) "Niccolo de Masi Appointed to Xura Board of Directors Globe Newswire November 18, 2015: 04:01 PM ET" WAKEFIELD, Mass., Nov. 18, 2015 (GLOBE NEWSWIRE) -- Today Xura, Inc. (NASDAQ:MESG), a leading provider of digital communications services, announced that Niccolo de Masi, the President, Chief Executive Officer and Chairman of Glu Mobile Inc. (NASDAQ:GLUU), has been appointed to the company's Board of Directors. Mr. de Masi brings a wealth of experience from the digital communications industry, with a particular focus on new and emerging mobile technologies. He has innovative leadership, operational, financial, business, strategy and corporate governance experience through his service as Chief Executive Officer and director of a publicly-traded company. "Niccolo is an exceptional addition to our board. His visionary leadership and technology acumen will be a great asset to the team," said Henry R. "Hank" Nothhaft, Xura's Chairman of the Board. "I am delighted that Niccolo has joined our Board. His exemplary achievements are reflected through his in-depth technical knowledge of the digital communications services market, and passion for new and emerging technologies, which will be invaluable to Xura as we leverage our global leadership position to create the future of digital communications services," said Philippe Tartavull, Xura's President and Chief Executive Officer. "I am very enthused to join the Board of Xura in these exciting times for the company following the recent merger and the positioning of Xura as a new strong brand in the market place. I look forward to working with the board to help guide the company to a continued successful future, as Xura helps to navigate its customers to next generation digital technology," said Niccolo de Masi. About Niccolo de Masi Mr. de Masi, has served as the President and Chief Executive Officer of Glu Mobile Inc. (“Glu”) and as one of its directors since January 2010. Mr. de Masi became interim Chairman of Glu’s Board in July 2014 and Chairman in December 2014. Prior to joining Glu, Mr. de Masi was the Chief Executive Officer and President of Hands-On Mobile, a mobile technology company, that was a developer and publisher of mobile entertainment, from October 2009 to December 2009, and previously served as the President of Hands-On Mobile from March 2008 to October 2009. Before his time with Hands-On Mobile, Mr. de Masi was the Chief Executive Officer of Monstermob Group PLC, a mobile entertainment company, from June 2006 to February 2007. Mr. de Masi joined Monstermob in 2004 and, prior to becoming its Chief Executive Officer, held positions as its Managing Director and as its Chief Operating Officer, where he was responsible for formulating and implementing Monstermob’s growth and product strategy. Mr. de Masi worked in a variety of corporate finance and operational roles within the technology, media and telecommunications (TMT) sector, beginning his career with JP Morgan on both the TMT debt capital markets and mergers and acquisitions teams in London. He has also worked as a physicist with Siemens Solar and within the Strategic Planning and Development divisions of Technicolor. Mr. de Masi holds an M.A. degree in Physics and an MSci. degree in Electronic Engineering—both from Cambridge University. About Xura, Inc. Xura, Inc. (NASDAQ:MESG) offers a portfolio of digital services solutions that enable global communications across a variety of mobile devices and platforms. We help communication service providers (“CSPs”) and enterprises navigate and monetize the digital ecosystem to create innovative, new experiences through our cloud-based offerings. Our solutions touch more than three billion people through 350+ service providers and enterprises in 140+ countries. You can find us at

Sun, 29 Nov 2015 11:04:12 GMT

Kendall and Kylie beta released on iOS on 24 Nov in Singapore only (Version0.9.0). Overall rank -23 Games -1 Grossing -200

Sun, 29 Nov 2015 17:45:25 GMT

also FYI Deer Hunter 2016 launched in China Wednesday past looks like

Tue, 01 Dec 2015 10:37:04 GMT

Hi Remi - I know you were wondering if DH16 China release would have some Tencent involvement. Seems hard to tell if it did or didn't. It doesn't seem to be doing as well as it did when it launched in US. Although this is to be expected for a number of reasons. Any thoughts on why the China release was so delayed or if there was any Tencent involvement?

Tue, 01 Dec 2015 14:33:09 GMT

You would not see a Tencent involvement impact apple sales straightaway right ? Tencent have their own 'android' market - and except if you know how to grab these numbers, then we will not see it

Tue, 01 Dec 2015 16:14:56 GMT

Yes, I'm still not sure why the delay with China. We may know more in the next conference call if there's anything of interest to note when they breakdown numbers by platform or provide any other info. I had several theories, some ranging from a deal with Tencent to delay launch to Apple/Google app stores, to legal hurdles with shooters in China to delays in the localization due to other Chinese projects to them wanting to wait to launch a polished product in China since it was a key market.

Fri, 04 Dec 2015 08:15:03 GMT

Looks like GLUU price is starting to get pre-launch jitters. Fear of KP launch delay. Fear, based on beta results, that KP is not as well put together as the Jenner Sisters game ... which is a bit hard to understand when both games come from the same developer. Seems like a good time to add shares.

Fri, 04 Dec 2015 13:30:40 GMT

False mirage . I wouldn't add any shares, till we see some evidence that the model is working. Byased on beta results, KPP may not deliver leading to more anguish

Fri, 04 Dec 2015 15:26:26 GMT

And if this genre of games does not pan out like the first hit, GLUU will get clobbered. Why is it taking so long to get these games out? After all, aren't they really just changing the face on the same engine to replicate success. Seem like something else is being done to enhance these for the next few personalities and with a number of them in the pipeline if the next one does not deliver investor will head for the door quickly. Just my 2 cents.