|
|
Take-Two Interactive Software, Inc. |
Their CEO doesn't seem to share your optimism. I do agree that TTWO is
probably the best publisher out there right now.
As far as IPs go, there really isn't any loyalty to any particular
brand...except MGS. If a game is good, people will buy it. So why pay
a high premium for a publisher when you can start your own little
company and hire developers? I think this is ultimately why there can
never be any significant M&A action in this sector. Blizzard expanded
into the console space so their aquisition of ATVI makes some sense
although I think they bought the wrong company (they shoulda bought
TTWO)
If TTWO breaks $10 then I'm bullish, otherwise it'll probably continue
to play between $10 and $8 until we approach some release dates. They
drop China Wars for PSP? that sucka will just get downloaded like all
the other PSP games...
On Jun 29, 1:28 pm, Scribbler99 <gluzn...@gmail.com> wrote:
> I went to the E3 convention and was impressed with what THQ had to
> show. Darksiders was a lot of fun to play and it looks fantastic.
> The Warhammer 40k Space Marine game looks incredible. THQ seems to be
> doing well with its licenses; UFC and Dawn of War II are both selling
> well. Plus they got Saints Row, Red Faction Guerilla, WWE Smackdown
> vs Raw, Up, Homefront, etc...
> Their market cap is 500m, compared to over 2 billion, not too long
> ago. They made a bunch of cost cutting efforts that will help their
> bottom line this year and beyond. Plus, the line up of titles that
> they have eventually will bring them back to the where they were about
> a year ago, which was $20- $30 a share... that is, as long as the
> economy improves too ;)
> I am extremely positive on TTWO. Why? Lets start with BioShock. The
> first one was originally released for the Xbox 360 and pc only, had NO
> multiplayer aspect to the game, and it was an unknown title... it
> still sold over 3 million copies. BioShock II is going to have a HUGE
> multiplayer component to it, and it is going to release simultaneously
> on the Xbox 360, PS3, and pc. The install base for the Xbox 360 and
> the PS3 has more than doubled since the release of the first
> BioShock. Plus, they will be marketing and pushing the sequel to
> BioShock, the 96 metacritic rated game!!! BioShock II will be BIG for
> Take Two.
> They have Borderlands, which looks incredible. The have Red Dead
> Redemption. They have the 2K Sport franchises, dont they have Kobe on
> their upcoming cover? and didnt they sign a huge deal in China to push
> their sports games online? (the answer is yes). They have Mafia II,
> Duke Nukem, Agent, Manhunt, Max Payne, Midnight Club, etc...
> Hmmm, am I missing anything?
> ...
> oh yeah!!!
> ...
> They own GRAND THEFT AUTO!!!!!!!!!!!!!!!!!!!!!!!!!!
> GTA 4 is critically acclaimed (98 metacritic) and has sold close to 14
> million copies! Plus, all of the DLC.
> The great thing about Take-Two is that they dont have any debt and
> they OWN these great IPs.
> Their market cap is at 750 mil as of now. They are lining up to have
> a great year, and what do you think is going to happen when the next
> GTA comes out??? That's right, to the moon baby, to the moon.
> It is very interesting to me that Carl Icahn has bought over 2 million
> shares of TTWO (He had 500k at the end of December 2008 and in a few
> months boosted it to over 2 mil), I wonder what thats about? Is there
> another take over bid in the works? I'm sure Activision-Blizzard
> would love to absorb their titles, maybe EA would give it another try
> since they are now the number 2, or maybe Microsoft would make a run
> at them, making GTA (and all the other titles) an Xbox 360 exclusive.
> I feel that something is brewing... we'll see what happens.
> BTW, I'm invested in both TTWO and THQI... heavily on TTWO :)
> On Jun 26, 11:49 am, "A.Grimshaw" <aarongrims...@gmail.com> wrote:
> > really? THQ.. and what about the future is that exciting? warhammer
> > 40k and mma??
> > how about Bioshock 2 - Mafia 2 - Red Dead Redemption - Borderlands -
> > Agent
> > oh and GTA + episodes.. downloadable content..
> > the future is looking pretty bright for TTWO and being the 3rd biggest
> > publisher and a mostley wholely owned franchises is why companies from
> > Activision (ATVI) Electronic Arts (ERTS) etc are interested in
> > buying.. and possibily microsoft and apple could have an interest.
> > so THQ is not the investment for me :)
> > On Jun 26, 10:43 am, asela <selaw...@gmail.com> wrote:
> > > I know GTA sales are always solid but besides that i see no bright
> > > future ahead
> > > the CEO keeps talking about takeovers
> > > people are jumping up and down with the stock
> > > but if i wanted to buy a company i would buy THQ, they think about the
> > > future, being stronger and bigger.
> > > with original titles (warhammer 40000, MMA) and good reorganization
> > > happening
> > > i just bought THQ
> > > i think way bigger prospect there.
> > > asela- Hide quoted text -
> > - Show quoted text -- Hide quoted text -
> - Show quoted text -