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Old 08-20-2011, 10:48 AM  
Nautilus
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Originally Posted by Biggy2 View Post
I think FFN is doing a good/decent job. The loss statements are a bit overstated. There looks to be a healthy nucleus, they are taking the profits and re-paying back the debt over time. It looks like they continue to cut the fat, and got hit with some unfortunate 1 time fees like the $15m settlement broken in to 3 - 5m parts.

I think if there's any real problem, it has to do with little public support for the stock (Harry, Jane, and Main Street or institutional investors buying into the stock). I think the only real losers might be the public shareholders who bought into the IPO or are long. I'd bet the debt holders get paid. I'd bet the insiders are collecting their salaries. I just don't think there's a lot of demand for the shares and I'm not quite sure if demand for their shares will really influence their operations.

If the stock trades at $1 or $3, or $7 what does it change? All it really means is their ability to raise money with future issuing, or then insiders being able to exit to the public market is reduced. They can still just operate the thing, collect salaries, pay off debt in time, etc.
What "healthy nucleus" are you talking about? Sponsoring illegal tubes and profiting from it? That's some "healthy" biz model indeed lol. But even at that they're not as good anymore as they used to be - the damn thing is loosing both traffic and members. Check their financial reports (members base down 10%) and alexa stats (also way down from their hayday).

Not to mention the upcoming anti-piracy legislation (PROTECT IP Act) which will make advertisers liable for copyright infringement too unless the pull their ads off a pirating site. With that act implemented they'll loose a lion share of their traffic, and sales too, because in the age of facebook you can only sustain paid subscription based social networking site by massive (and false) advertising.

The damn thing is going to die, stock market has the right vision of it.
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