Jabalous Posted August 19, 2017 Share Posted August 19, 2017 I think just the hype that will result from marketing RDR2 is going to be enough to see the stock taking a leap. We won't even start talking about the game finally releasing and exceeding sales expectations, and the whole wild west economy in an Online world. With GTAO not showing any signs of slowing down even after RDR2 releases, 2018 will be one of the best years in T2's history. BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 20, 2017 Author Share Posted August 20, 2017 (edited) I think just the hype that will result from marketing RDR2 is going to be enough to see the stock taking a leap. We won't even start talking about the game finally releasing and exceeding sales expectations, and the whole wild west economy in an Online world. With GTAO not showing any signs of slowing down even after RDR2 releases, 2018 will be one of the best years in T2's history. I hope it [2018] their best year since establishment plus the company will turn 25 years old. Edit: There is a possibility of having a market cap of $17-25 Billion by end of 2018. Edited August 20, 2017 by BLOOD Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 (edited) $120.00 Pre-RDR2 and $200.00 Post-RDR2 (if it a critical and commercial hit). Upward Take-Two Interactive! Edited August 22, 2017 by BLOOD Link to comment Share on other sites More sharing options...
Jabalous Posted August 22, 2017 Share Posted August 22, 2017 (edited) Call me crazy, but I wouldn't be surprised if it hit $150 pre-RDR2. Close to the release of course. Edited August 22, 2017 by Jabalous Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 Call me crazy, but I wouldn't be surprised if it hit $150 pre-RDR2. Close to the release of course. I won't I believe as well and if RDR2 blows the World up it get to $200.00 and if it does not then it stays a bit down plus interestingly management don't have a GTA V-like dream for the game. Link to comment Share on other sites More sharing options...
Jabalous Posted August 22, 2017 Share Posted August 22, 2017 The point is that the stock has already run 50% since early May despite the delay of RDR2. That's only three months and in a relatively volatile summer market. Factor in the continued success and new content of GTA V/Online, major 2K announcement, RDR2 marketing and possibly two more earning beats (November, February), then why wouldn't it be able to run another 50% until next Spring? Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 (edited) True That. Interestingly it seems like Social Point could potentially add billions in Take-Two's market cap and it was only acquired for $250 million (their biggest acquisition to-date). Take-Two market cap timeline: 2007- $0.700 Million 2013- $1 Billion 2014- $2 Billion 2015- $3 Billion 2017- $4 Billion (first half), $6 Billion (second half) $9-10 Billion (third half), $13 Billion (fourth half) 2018- $15 Billion (Pre-RDR2), $17-18 Billion (Pre-RDR2) 2019- $20-25 Billion (Estimated) 2020 and beyond- $25-40 Billion. Edit/Note: Take-Two will still be way smaller than EA and Activision will could be at $100 Billion and $200 Billion respectively. Edited August 22, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 22, 2017 Share Posted August 22, 2017 Blood your wildest dreams are still far far away Growth will slow down over the years. Double down possible till end of 2018 for T2 and Activision but we will hit roadblocks By then it depends on the diversity of the company if it can spread out into new segments. Activision will be the big winner. Followed by T2. EA will be bigger thanT2 but compared on relative growth won't have the same success. Something near 180$ for T2 will make me very happy and time to quit and actually spend some of the money Link to comment Share on other sites More sharing options...
Jabalous Posted August 22, 2017 Share Posted August 22, 2017 (edited) At this price, just the hype of RDR2 news/trailer will push it to hit triple digit. That thing will be trending on twitter within minutes. Trust me, the Rockstar moat is like no other in the industry. Bulls will be fighting at the door wanting to get in, pushing the price further. Edited August 22, 2017 by Jabalous Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 Great comment and points FLatFX and Jabalous. I think realistically by 2020 market cap for all three will be: Activision ($100B), EA ($80B), Take-Two ($21B). Edit: It great to see that Take-Two is now more diversified than say years ago and less dependant on the GTA franchise (even though V and Online keep raking in $$). Link to comment Share on other sites More sharing options...
FlatFX Posted August 22, 2017 Share Posted August 22, 2017 what essential news are driving gaming stocks today? Ok, its Gamescom but there are not really much news floating around. Angela Merkel promised to support the gaming industry. But that's all I could find. We're close to cross 95$. Insane speed. Now if Trump calms down and one time is able to push something from his agenda and realize tax reforms this will even accelerate. I said we will cross the 100$ mid of October. Positiv political development plus good sales for NBA 2k18 and RDR 2 release date confirmation could bring us north of $110-120 by this time already BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 Amen Brother....Anyway I am thinking if by December Take-Two already $13 Billion in market cap I will just wake up on Christmas morning I hear in the news that Take-Two is making it largest acquisition in it history buying Zenimax for $2.8 Billion. However that acquisition news is just fantasy but with the growth in everything especially in valuation coupled with $1.3 Billion in cash I will not be surprised if they pick up THQ Nordic or Rocket League or more IPs acquisitions. Anyway I think they got to buy Rocket League. Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 Next milestones to cross before end of 2017: -September: $10.50 Billion -October: $12.50 Billion -November: $13 Billion -December: $13.50-$14 Billion Link to comment Share on other sites More sharing options...
FlatFX Posted August 22, 2017 Share Posted August 22, 2017 I would like to see some suprises as well. What is Social Point doing since they were aquired. Want to see a new game. In parallel Ive started to invest in Activision at 61$. Lets see what they can do in the next few month. Expect moderate numbers for Destiny 2 and a huge success for COD this year plus new game announcement from Blizzard at Blizzcon in November BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 (edited) I would like to see some suprises as well. What is Social Point doing since they were aquired. Want to see a new game. In parallel Ive started to invest in Activision at 61$. Lets see what they can do in the next few month. Expect moderate numbers for Destiny 2 and a huge success for COD this year plus new game announcement from Blizzard at Blizzcon in November Social Point and their Independent initiative will become the company's third label after 2K and Rockstar. The next mobile title is League of Dragons (Clash-Royale meets Dragon City which is SP's biggest IP). Here:http://www.leagueofdragons.com Edited August 22, 2017 by BLOOD Link to comment Share on other sites More sharing options...
BLOOD Posted August 22, 2017 Author Share Posted August 22, 2017 The game is still in soft launch. Here:http://www.pocketgamer.biz/feature/60621/soft-launch/entry/28/ Edit: If SP kind of add billions to Take-Two valuation in the coming years then the $250 million price tag will be the biggest steal of the century. Link to comment Share on other sites More sharing options...
FlatFX Posted August 23, 2017 Share Posted August 23, 2017 http://kotaku.com/and-now-an-animated-hearthstone-musical-number-1798348426 Incredible quality. Also they showed a new overwatch short. That stuff is looking better than most animated movies in the cinema Also this movie linked somehow reminds me of Disney. BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 24, 2017 Author Share Posted August 24, 2017 http://kotaku.com/and-now-an-animated-hearthstone-musical-number-1798348426 Incredible quality. Also they showed a new overwatch short. That stuff is looking better than most animated movies in the cinema Also this movie linked somehow reminds me of Disney. I think some analysts said Activision is the Disney of this Century. Link to comment Share on other sites More sharing options...
Jabalous Posted August 24, 2017 Share Posted August 24, 2017 I can smell those in-game transactions from here, especially with today's DLC announcement Link to comment Share on other sites More sharing options...
BLOOD Posted August 24, 2017 Author Share Posted August 24, 2017 Dayuum. Anyway the market is having a terrible time and White House matters is not helping Link to comment Share on other sites More sharing options...
Jabalous Posted August 24, 2017 Share Posted August 24, 2017 Not the whole market. Check $SHOP $TTWO will resume after time of consolidation, I think. BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 24, 2017 Author Share Posted August 24, 2017 (edited) I hope Edit:http://www.gamesindustry.biz/articles/2017-08-24-digital-market-jumps-16-percent-in-july-superdata Edited August 24, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 24, 2017 Share Posted August 24, 2017 (edited) Whatever pushes T2 at the moment I think we will test 100$ next week BTW: I really like the concept behind THQ Nordic's new game Biomutant Game is already in Top 20 charts. TTWO needs to buy them Edited August 24, 2017 by FlatFX BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 24, 2017 Author Share Posted August 24, 2017 (edited) That A Miracle and Activision and EA the other two that way bigger are all down even Europe's Ubisoft . It A T2 Renaissance! Edit: FlatFX, I think at $500 million it will be a great and easy buy but then T2 will sunset the THQ name forever I think it will be folded into Take-Two Interactive Europe:T2/THQ Europe Edited August 24, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 25, 2017 Share Posted August 25, 2017 What happened today? 96,43 and then crash BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 25, 2017 Author Share Posted August 25, 2017 What happened today? 96,43 and then crash I know right..Crazy market (It should rebound by day end hopefully. T2 killed it this week). Link to comment Share on other sites More sharing options...
FlatFX Posted August 25, 2017 Share Posted August 25, 2017 sh*tty Euro is at 1,19 :| BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 27, 2017 Author Share Posted August 27, 2017 Hope this week is wonderful for everything including the stock market. Jabalous 1 Link to comment Share on other sites More sharing options...
Jabalous Posted August 27, 2017 Share Posted August 27, 2017 Hopefully we can see S&P500 reaching to 3000 points and NDX breaking through 6000 points and beyond before a correction Link to comment Share on other sites More sharing options...
BLOOD Posted August 27, 2017 Author Share Posted August 27, 2017 (edited) Take-Two should just buy Daybreak Game Co for a label focused on online games while Rockstar continues to be single player and online, 2K with single player excluding 2K Sports, and Social Point/Independent Publishing with mobile and AAA independent titles. Edit: I think they will just pick up more IPs (if not studios- pub or dev). Anyway the Housers, Kevin Levine, Sid Meiers, Blackman and many other creative talents across Take-Two family of companies are getting $157 million this year Edited August 27, 2017 by BLOOD Link to comment Share on other sites More sharing options...
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