SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : THQ,Inc. (THQI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jesse dravah who wrote (10272)3/19/1999 12:14:00 AM
From: Kai Tao  Read Replies (4) of 14266
 
Okie THQ fans. I could not resist given the absurd valuation.

Heres another way to look at THQ's revenue estimate for q1 of 99.

We know that Rug Rats continues to be a hotseller.

If we were to assume 100K units for the Play Station at $30 Whole Sale thats $3 MM. add 50k Gameboy titles at $20 a pop. thats an addition $1MM.. gives ya $4mm for Rug Rats Franchise.

Now lets analyze the remaining titles

We have the Disney Game Boy titles.
Bugs Life, Mulan and Small Soldiers.
If Bugs Life gets 50K of reorders at $20 thats another $1.0mm.
add 25K of mulan and 25k of small soldiers thats another cool $1.0mm.
for a total of $2.0MM.

This Quarter I believe Yoda Gameboy will be introduced.
if we assume 75K units at $20 bucks a pop. thats another 1.5MM

so we have $4MM +3.5MM = $7.5MM of Revenue so Far.

Now lets take new N64 wCW Nitro shipments. assuming 500K units
at $45 wholesale cost.. thats $22.5MM

Add that to an additional 25K of PC reorders at $25 a pop.. thats $625K.

we have $30.625MM

In addition WCW Thunder for Playstation is introduced.
Assuming 500K units shipped at $30 bucks. thats $15MM.

Revenue is now $30+15MM == $45.625MM

Assuming reorders of the successful WCW Revenge title for N64
of 75K at $40 a pop. thats another $3mm.

Now we are totallilng $45.6MM + $3MM = $48.6mm

Penny Racers ships..for N64.. you have
256K units at $42 a pop.. thats $10.7mm bucks.

NOw you are close to $59.3MM

Add another 14MM of backtitles.

You got a revenue estimate of $73MM.

Assuming historic margins of 12% on Net side fully taxed.
you get around 9.2MM of income which divided by 12.2Mm shares
gives you $.76 cents a share.

Anybody want to add to this?

I'm also looking at NVDC ( Navidec) an internet co, capitalizing on
selling of automobiles over internet, which should get a lot of publicity due to forthcoming Autoweb and Autobytel IPOs.

Given the 50MM current market cap, the comparison for a similar business vs the anticipated hot offerings of the other Autoweb companies makes for a potential favorable opportunity.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News