ZNGA - Zynga ipo

[Ayatollah]

Chissà come andrà, forchetta tra gli 8,50 ed i 10 dollari.


Reuters)- Zynga Inc plans to sell an 11.1 percent stake in a scaled-back initial public offering that would value the Facebook game maker at as much as $9 billion on a fully diluted basis.

The leading social games maker plans to sell 100 million new shares at between $8.50 and $10 each, according to a U.S. regulatory filing on Friday.

At the midpoint price, the IPO could raise $925 million, which would make it the largest from a U.S. Internet company since Google Inc raised $1.7 billion in 2004.

Five-year-old Zynga made its name on viral games such as "FarmVille," among the most popular on the Facebook social network. While Zynga's games are free to play, the company makes money from selling virtual items -- such as tractors and weapons -- that players then use.

Based on a fully diluted share count of 904 million, which includes existing shares and stock options, the IPO price values Zynga at $7.7 billion to $9.04 billion.

In a filing two weeks ago, the company said a third-party analysis had valued it at $14.05 billion. While the valuation has been cut, Zynga would still be among the largest publicly traded U.S. game developers after it debuts on Nasdaq under the "ZNGA" symbol.

Video game developer Activision Blizzard Inc currently has the industry's highest market value of $14.2 billion, followed by Electronic Arts Inc at $7.7 billion.

Zynga's debut will follow IPOs this year from Groupon Inc and LinkedIn Corp, which helped revive a market that had sputtered in recent years. Facebook is gearing up to go public next year.

Mark Pincus, a serial entrepreneur before he founded Zynga, will hold a class of shares with 70 times more voting power than the regular stock that will be sold in the offering.

Google, one of the early investors in Zynga, will be offering about 1.7 million shares, according to a regulatory filing. Other companies selling shares include Institutional Venture Partners and Union Square Ventures

Deep-pocketed rivals from Walt Disney Co to Electronic Arts are starting to muscle in on Zynga's turf.

The company said its IPO represented 14.3 percent of 699 million common shares, excluding restricted stock.

[domenicomic]

dico solo una cosa.... magari!!!!!

[Seven Of Nine]

Allora ragazzi? Pronti per il debutto??

Raccolti 1 miliardo di dollari, Prezzata a 10$ per azione.

L'articolo di Bloomberg ci dice che la valutazione dovrebbe aggirarsi sui 7 miliardi di dollari. Qualucuno ha letto il prospetto e ha cominciato a fare un paio di conti??


Zynga Raises $1B, Pricing IPO at Top of Range

Zynga Inc., the largest maker of games for Facebook Inc.’s website, raised $1 billion in its initial public offering, pricing the shares at the top of the marketed range.
The developer of games such as “CityVille,” “FarmVille” and “Mafia Wars” sold 100 million shares for $10 each, according to data compiled by Bloomberg. Zynga had offered the stock for $8.50 to $10 apiece. It will start trading today on the Nasdaq Stock Market under the symbol ZNGA.
The offering is the biggest by a U.S. Internet company since Google Inc. (GOOG) raised $1.9 billion in its 2004 IPO, Bloomberg data show. The game maker’s increasing ubiquity and expansion prospects appeal to investors, according to Colin Sebastian, an analyst at Robert W. Baird & Co. in San Francisco.
“Zynga and its games are becoming consumer brands and there is a lot of recognition for growth potential,” he said. “My guess is that the shares will be well-received.”
Founded by Chief Executive Officer Mark Pincus in 2007, Zynga doubled sales to $829 million in the first nine months of 2011. The IPO values Zynga at as much as $7 billion, or 6.8 times revenue in the year through Sept. 30. That’s more than three times rival Electronic Arts Inc. (ERTS)’s price relative to sales over the same period.
Electronic Arts, based in Redwood City, California, bolstered its own online services by purchasing PopCap Games this year. EA, the maker of “The Sims” and “Scrabble” for mobile devices had a market value of $6.9 billion, or about 1.8 times trailing 12-month sales

[jackone]

oggi bisca su questo titolo, rosso o nero...le valutazioni un'altra volta

[Ayatollah]

Per ipo tipo Zinga converrebbe, a mio parere, acquistarle in pre piuttosto che dopo l'apertura. Se la giornata è favorevole i 15 dollari potrebbe tranquillamente toccarli. Naturalmente si tratta di previsioni modello gratta e vinci....

[zulasmi]

ma voi la vedete nella vostra banca?

[bruno23]

Mps ce'

[qiwi]

Il simbolo è ZNGA
Lo vedo sotto interactive brokers.
Il book è vuoto al momento. Dovrebbe esordire questo pomeriggio, giusto?

Mia opinione, più da appassionato di gaming dal 1982 che altro.
Che il valore di Zynga sia paragonabile a quello di Electronic Arts è ua barzelletta.
Anche il mercato è decisamente differente: EA ha una sotria decennale e vende giochi a 50/60 euro ad uno zoccolo duro di milioni di persone. Zynga basa i profitti sui casual gamers che cazzeggiano nei social.
Comunque se devo tirare la monetina, dico che oggi sale (quanto meno all'inizio)

[Seven Of Nine]

Prospetto qui NASDAQ | SEC Filing

L'ho letto. Secondo me 7B$ di capitalizzazione sono troppi per sta roba.
Quindi buona per l'eventuale "POP" iniziale ma poi Sell Sell Sell.

Magari un bell'arbitraggio Long ERTS Short ZNGA...

[Seven Of Nine]

Originalmente inviato da qiwi

IChe il valore di Zynga sia paragonabile a quello di Electronic Arts è una barzelletta.

LOL mi hai appena anticipato nel post