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GZFX.OB

Started by David Randolph, October 24, 2005, 09:27:06 PM

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fill_the_gap

Circuit City got Netfix started in 2001 with a similar deal.
But they unleashed the program too quickly and Netflix was not ready for such volume.

From what some CC managers stated, the extension is nothing more than buying some time for the news.

They want to iron out all kinks and be ready with the NEW WEBSITE that is near completion.

More stores have been added to the pilot program and 50-60 per month are expected when they announce the deal.

The extension can be perceived in many ways.  It is a perfect opportunity to add shares.

Hope this helps.

Just one opinion, do the research

rickjust

#91
thanks fill,
gonna take a small position and hold no matter what happens in the short term. it all sounds good to me but looking at the pennies lately like eyii , hyrf , brvo (although brvo still looks pretty promising long term) that it is hard to see pennies going strong ,. all the hype about amep. from one of our members then he disappeared, then same member pushing glif then he disappeared again so i am cautious.
but it will be so small a position that if it went zero i wouldn't cry over it but if it went to 5bucks long term i'd be happy.
sorry to ramble on here.
thanks again,
maxi
p.s. admire the amount of work you put into the fundamentals and the fact you share your info so freely.

fill_the_gap

#92
Nobody knows what will happen this week but all eyes point to March.
And momentum will begin ahead of the March date and many traders will not want to run the risk of having to chase.  The website and/or other news can hot the wire any day. 

Heading into March the speculation is that GZFX will run above 2 cents.  Probably at least 100% from here if I had to guess.  Then the news will decide the fate.

Remember, a website is due any day now.  And GZFX is on alot of radar screens with traders waiting to get in.  Fridays news was positive as it was unexpected. 

I am in for a full position as timing GZFX has not worked.
This could really be big soon.

The photos below make it real for many investors.  The presentation within Circuit City was well planned and the speculation is a National rollout to all stores very soon.  It is just a matter of ramping up to handle the traffic.  Circuit City learned what not to do when it launched Netflix in 2001.  Too fast and all at once caused more damage with service issues.  GZFX and Circuit City know how to do it correctly this time learning at the expense of Netflix.

And the President enforced buying other companies in this interview.

All potential investors should listen to the President as well as read the CEO transcript...
http://www.gameznflix.com/press.asp
Just one opinion, do the research

fill_the_gap

GameZnFlix ad is in the Circuit City online flyer again today.

It also went out to millions of people in the paper version yet again.

http://www.circuitcity.com/rpsm/oid/117127/rpem/ccd/genericContent.do

;D
Just one opinion, do the research

fill_the_gap

Just one opinion, do the research

fill_the_gap

#95
Some key events ahead:

-  Quarterly numbers (Feb. 15th? or they may wait until end of March to file it with the Annual) will show numbers with a few months of Circuit City pilot

-  New website  (My best guess is this will come before a Circuit City national deal as they will want it to be in place for the new traffic ahead if the deal happens

-  March 15th was the extension date for the pilot program (CC and/or GZFX have 10 days before the 15th to terminate the agreement)

-  The golf deal should have an updated PR soon as it will be televised

-  If it hit the lower end of the trading range .0085, I would add more shares.  But I add in phases and added yesterday at .0103. 

Give GZFX some time to develop into March.  Best guess is that it will either more than double from here or be down heading to .0026 (only with a cancellation of CC deal).  And I am willing to roll the dice that the deal happens.

* Do the dd to make your own decision as nothing is ever considered advice.
Just one opinion, do the research

fill_the_gap

#96
Seems like a great plan.  I am with you fousc.

I sold most today when it fell through 100ma support and will wait for a breakout indicator.

Until Circuit City news happens, the dilution factor really bothers me and lower levels are going to be seen.  I believe in the company IF they get the national Circuit City deal.  And we probably will not know until March. 

The fear lies if the 10K hits before the CC deal.  This may bother people with the share count.

And only CC nationally can overcome such a number.
Just one opinion, do the research

fill_the_gap

There are more than a Billion shares added since the last filing, not 20 million.
Read the filing closely. 

Very lucky to have sold yesterday per the post below anticipating the 10k and I hope some others did too.  If not, maybe they can pull off the Circuit City deal, military deal and website soon.

Still not sure why they did not wait to file it ? The past 2 years filed near April.

Stock suicide to issue this without any news at this time.   ???
Just one opinion, do the research

gri64

Thanks you fill_the_gap,
Because of your post from January 31, I have sold yesterday near the open with only -16% ...
Once more, thank you very much for your great posts.

fill_the_gap

Glad that it helped.

I fully expect GZFX to be well over a penny into March on a string of positive news beginning as early as next week.

Currently watching the chart to begin an entry.

The worst is behind but trading will remain choppy until some substantial news hits.

Just one opinion, do the research

fill_the_gap

The Annual filing (10K) came end of March, first of April the past few years.

There must be a few reasons that it was filed early this year.
And we shall see soon enough.

This did not drop nearly as much as expected based on the 10K.

I bought a half position Friday and will have a full position Monday.

Too much news coming, worst is behind us, imho.

Circuit City remains a go, and the pilot ends March 15th.  They have 10 days ahead of the 15th to cancel.

It would double on the news of a national deal minimum, imho.

Great time to enter here in the .008's.  Will be over a penny heading into March 15th.

But pennies are risky, so do what you feel comfortable with.

Will be my # 1 holding again into March.   :o
Just one opinion, do the research

fill_the_gap

The website will come before this quarter ends which is really not that far away.

Some other news to consider:

-  The military online and store deal would be huge
-  Another PR about the golf partnership
-  Of course Circuit City national deal
-  Acquisitions
-  GZFX partnering and/or being acquired
-  It was confirmed that a European investor purchased 100 million shares at 3 cents average.
(3 million dollars).  Perhaps, international expansion news.

There has to be some reasons that they filed the 10k at this time.
We will all have to stay tuned.
;D
Just one opinion, do the research

fill_the_gap

GZFX President. Chip Gallent interview WallSt.net http://www.wallst.net/audio/audio.asp

GZFX is now my # 1 holding.  ::) 
Just one opinion, do the research

fill_the_gap

From another recent interview.

Is the company currently capitalized to achieve strategic objectives through the next 12 months?

Absolutely, through our investment partners, we are very well capitalized and GameZnFlix is now at the point where we are no longer a startup business. We are absolutely in the growth and expansion mode and we are well capitalized to take on that state of the business.

How much growth through acquisitions can the investors expect in the next 12 months?

I think more than anything you will see that this industry is at a point in time where consolidation makes a lot of sense. There has been a lot of people who have been in the business for a number of years. A lot of companies that are privately funded who are not public, and are really at the point, in order to take the next step, they need access to capital and/or partners. What we look for in a company is for any type of acquisition target, is someone who is just that. In order to get to the next step, they need money. They've done a good job getting it where it is, but they just haven't been able to break through ceiling of some sort, whether it be marketing expense, inventory expense, growth expense, infrastructure, so on and so forth.

Another thing that we look for in a company is that is the company on-line rentals of movies or on-line rentals of games? Do they make good fit for us strategically? Are we like minded in the way we approach the business philosophy around the business do they have sound membership base? Do they have good inventory on hand that we can bring into our fold and help us expand the inventory that we have? You are going to see from us, that we are very aggressively looking for acquisitions right now in over the next 12 months, you are going to see us very aggressive in that side of the business.

Tell us about the company's management team.

Number one, we got a great management team. We got a core group of five individuals that cover the gamut when you are looking at the business, obviously finance, operatins, marketing, technology, human resources and the core people we have, Mr. Flemming, myself, Chris who runs the web operations side of the business, Arthur, CFO everybody has unique experience in and around the on-line business. We obviously been working to get to this point now for two or three years. Mr. Flemming has laid the ground work for us. So, our management team is really one where we got the right people to help us grow. We are looking for additional people to help us grow in other parts of the business. As we keep continuing to grow in member, We are looking for other parts of the business continue to grow in membership, the number of title, the number of distribution centers we have to continue to bring in good people to take us to the next level. We are obviously not done, and we will be adding others as we grow as we see fit and as the need arise. But as far as the core, we are very sound and have a great team to work with to get us where we are looking to go.

What are some milestones over the next 12-18 months the investors should watch for?

Number one, we already hit on, which is acquisition, in finding companies that are good fit companies to help us grow, can bring subscriber number to us as well as inventory as well as good people Probably in the first quarter is going to be the revised website. We were looking to get that out sooner, but we were counseled that releasing a new website during the holiday season was not a good thing for us to do at this point in time because of all the issues that surround releasing new technology out into the market.

The other thing is expanding our advertising and marketing. And really getting to the point where marketing and advertising is more science. And we understand exactly how people come to us, what drives them to us and what drives people to stay with us, for as long we can serve them, as long as they have a need for on-line subscription. We are looking at things like sponsorship and endorsement programs at different levels. Different sales channels we can look at for offering our service. We are looking at things like, is there potential for us to offer a way for groups and organizations to sell our service as a fund raiser, and are those kinds of things possible?

Obviously the other thing is expansion. Where do we go with distribution centers? How do we expand the business in a smart way in line with membership growth so that we are closer to pockets of members; therefore, so that our turn around time is better Another thing that is very strong for us is what is the evolution of rental business?

We are aggressively looking at a download model or paper view model, one that would allow us to offer to our members a title that is electronically delivered, you know that is the next stage of this business. And whether that be through a computer, to a media center PC that is attached to the television, or satellite system of some sort, or an IP based television, that is something we are aggressively looking at because the technology and more importantly, the market for that may not be here right now, we know that some of the things that has happened in and around the business, that it is absolutely coming, and we want to be ready for it in anticipation of what that is.

Another strong thing for us is expansion into Europe and what that may entail, either through organic expansion or through acquisitions. And really the next things that are internal to the business is you got two new game platforms coming on-line in the spring, Playstation 3 [and Revolution]. You also have, probably in the summer or fall time frame, HD DVD, which is whole new world for us in respect to DVD and its technology. So, those products as we see them are going to be strong for us going into, which they are released and we will want to stay on top of those. So, that's kinda of a laundry list of things we are working on and we are striving for the next 12-18 months.

Do you have any closing comments?

I think the biggest thing is to reiterate that GameZnFlix is no longer a startup business. Everything is in place for us to grow. We are adequately funded. Our internal infrastructure, both from capacity to shipping and receive is in great working order. Our IT infrastructure is at a point in time where we have more bandwidth and more capability especially with things we will be viewing at the website, from que one, is better than we have been with respect to web operatons. Marketing is qued up and ready to go. Our relationship with Circuit City and other relationships we are working on with marketing partners. Website sponsorships and other programs that we are looking at to help grow members, we are very excited about. Everything in essence, is ready for us to take off. We are retaining members better than ever before. We are growing at a rate better than we have ever before.

And it is now time to just "sit back," not necessarily sit back, that's the wrong term, but to manage the growth of the business. And we have to be very strategic The growth is managed in line with everything. the demand doesn't get ahead of supply we don't bring in an exsorbant amount of members that we can serve. Everything has to be done in line so we don't overextend ourselves. One thing about this business is that you have to be very very careful is we are constantly watching the demand. We are reordering customers are satisfied, our ship time to and from the customer are better than it has ever been. Our day one stock is better than we have ever been. We are serving the customer better than we have been because we are watching those things on a daily basis. And so if there is anything I am completely encouraged with the state of the business is just that, we are in growth mode.
Just one opinion, do the research

fill_the_gap

#104
GZFX is purely a play on near term news.  Alot of information is on the table.

So forget trying to analyze with TA or from a fundamental perspective as it will not look good.

I was amazed at well it has held up considering the TA and fundamental analysis around the 10K.

It will explode before you can get in with the right news.
Do the dd as it is obviously high risk.

Keep an eye on it.   Giant white candle before March, imho.  A double is not out of the question with the string of positive news that can hit any day now. 

And the news stretches beyond Circuit City.

It is my # 1 holding heading into the next few weeks.  The bad news is already out.
===================================================

Copied post from someone on another board.

A string of positive news is coming for GZFX.

The worst has come and GZFX price has sustained the 10k.

It actually held up much better than people expected.
Many buyers jumped in quickly.

It is now go time for GZFX shareholders based on the following information .

(decisive factor)
** Perhaps there are a couple of reasons for the early 10k (annual filing that historically came in March to April). Management got this out very early as requested. :=).

POSITIVE NEWS to recap (in no particular order)


* The New and improved website is confirmed to be here any time. It will come by QTR end which is only a few weeks away.

* Circuit City National Roll Out this Quarter

* The European Investor that paid $ 3,000,000.00 for recent shares at a 3 cent average may forecast International Expansion

* More Distribution Centers to Open

* VOD update

* Multiple Acquisitions of other industry players for inventory and strategic purposes

* The Giant Military deal

* Another PR updating the golf television partnership

* GZFX may partner or be purchased by Circuit City or equivalent

Always do your own dd. Stay Tuned !

This may be really big into March. Momentum, TA and a string of positive news. Great combination for a giant white candle soon.
Just one opinion, do the research