Author Topic: Ideas with Catalysts  (Read 21128 times)

nnayyar

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Re: Ideas with Catalysts
« Reply #60 on: June 10, 2013, 05:19:49 PM »
ZNGA - mobile gaming company with some poor acquisitions and exposure to declining Facebook mobile market may find new wind in online gambling. Championed by Chris Christie, NJ posted draft regulation for 60 day comment period. Potential for a quick scalp or perhaps an investment, more info here and a link to the proposed regulations:

http://www.osga.com/online_gaming_articles.php?Division-of-Gaming-Enforcement-Announces-Publication-12177#.UbZrxJyPDm6

Additionally Jana Partners disclosed a large stake in the company. I haven't gone through the numbers yet but I believe it is trading close at a slight premium to cash after reducing guidance.
"Because money won is twice as sweet as money earned."


nnayyar

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Re: Ideas with Catalysts
« Reply #61 on: July 17, 2013, 07:18:33 PM »
Trying to resuscitate this thread a bit:

1) DGIT, strong cash flow, 2 businesses going in different directions and a bad acquisition have caused the price to go down. Large activists in the name, the largest being Meruelo who upped their stake recently:
http://finance.yahoo.com/news/alex-meruelo-responds-recent-announcements-120000695.html
Clinton group and Michael Murphy are also activist investors with large stakes.

2) IMOS, a name I've been following for awhile, simple situation, it trades at a few multiples less the comps that trade overseas. As such, they are listing in their home country Taiwan where the comps have extensive research coverage and investors are more likely to reward company with similar multiples. The listing should occur in the next few months (hopefully) and cause valuation gap to narrow. Also potential new revenue stream when MU/Elpida deal closes.


"Because money won is twice as sweet as money earned."

greenwave

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Re: Ideas with Catalysts
« Reply #62 on: August 04, 2013, 06:15:10 PM »
Anyone here have an awareness of this company and its prospects ?

IDND

International Dispensing Corp.
1020 Fifth Avenue
4th Floor
New York, NY 10028
--------------------------

Below is a very long awaited news release on some of their recent and longer term history .

http://www.idcinnovation.com/why-idc/investors/

greenwave