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Strategies & Market Trends : Fatty's Donut Shop -- Ignore unavailable to you. Want to Upgrade?

To: Matt Brown who wrote (4631)	12/1/1999 12:51:00 AM
From: Investor Clouseau	Read Replies (1) \| Respond to of 5041

FM, all that info is in this excellent post from RB by stockfinder12; By: stockfinder12 Reply To: None Sunday, 28 Nov 1999 at 10:54 AM EST Post # of 858 **NEW INVESTOR INFO** (REV 11/23/99) —————CONTACT THE COMPANY—————- Playco Toy & Entertainment 550 Rancheros Dr San Marcos, CA 92069 (760) 471-4505 Ext#108 (CFO) Jim Frakes Ext#114 (Investor Relations) Kathy Kovacs ————————WEBSITES————————— PLCO Corporate Website playco.com Toys International.com European Website webjumbo.de PLCOP Stock Price Chart clearstation.com details?Event=peek&Symbol=PLCOP&Refer=http:// clearstation.com/ —————STARTER DUE DILIGENCE————— (1) UNDERSTANDING THE RELATIONSHIPS ON THESE THREE SECURITIES:(/b< PLCO - Common Stock PLCOP - Convertible Preferred Stock PLCOW - Warrants (for Preferred Stock) —————————————————————— (2) CONVERSIONS —————————————————————— 1 Share PLCOP - Can be converted after 12/29/99 into 6 shares of PLCO Common Stock. Conversion period @ 6:1 through 12/29/01. ——————————————————————— 1 PLCOP Warrant - And $5.00 can be converted into 1 share of PLCOP (which then can be converted into 6 shares of PLCO. Warrant Expiration 12/29/02. ———————————————————————— Buying the Proper Assortment of PLCO, PLCOP and PLCOW by Rande Is ragingbull.com (3) CONVERSION DISCOUNT: The market is not valuing PLCOP at 6 times the price of PLCO. After 12/29, the price relationship will be 6:1. So by any amount that PLCOP sells less than 6xPLCO represents undervaluation. (4) TOYS INTERNATIONAL. COM IPO: Launched in early November in Germany. Here are the results; (a) Trades 11/19/99 on SMAX segment of the Frankfurt Stock Exchange in Germany. Underwriter was Concord Effekten of Frankfurt. (b) Gross proceeds to PLCO of $27M. The offering was priced at US$13.52/Share. (c) Post-IPO valuation of International Toys was $162M based on Euro$13.00/Share. (d) PLCO retains majority ownership with a 58.4% equity interest (58.4% of $162M valuation = $94.6 divided by 5.5M PLCO Shares = $17.20/PLCO Share @ Euro $13.00 or US$13.52. Calculate current value based on current market price. (5) ABOUT PLCO: Is a retailer of educational, specialty, collectible and traditional toys and hobby products. Operator of 32 toy stores located in six states. For the fiscal year ended 3/31/99, net sales rose 52% to $34.4M. Net loss applicable to Common fell 56% to $1.6M in 1997 and PLCO made a $140K profit in 1998. Below is the link to the most recent PLCO financials. freeedger.com wl.asp?=927643&f=nt 1o-Q+D=11/16/1999 (6) MARKET CAP FOR PLCO: 5.51M Shares Outstanding; 2.20M FLOAT although can only find 1.6M FLOAT in the most recent SEC Filing; (7) STRONGEST QUARTER FOR TOY SALES: The 4th Quarter is the best quarter for retail sales in general and PLCO Toy sales in the 4th quarter follow that trend. (8) NEW TOY WEBSITE: ToysInternational.com (German Language) is being billed as the "eToys of Europe." PLCO, PLCOP, and PLCOW benefit by PLCO's 58.4% Ownership of the IPO. (9) SOLID “BRICK & MORTAR” TOY STORES: Soon 32 Stores Nationally. (10) TOY.COM IPO: Great Capitol Generator. ETYS Market Cap exploded to over $7B on its IPO and gave ETYS a great capitol base. ToysInternational .com IPO was valued at $162M (58% PLCO ownership) on 11/19 when free-trading on the IPO commenced. PLCO sold the other 42% of the offering. Of the 12M Total Shares, 2.4M were sold into the Float. The Capitol generated from this sale was $27M to ToysInternational which will fund future growth of the Toys eCommerce Website and Brick & Mortar Toy store operation. (11) SEC FULL REPORTING COMPANY: PLCO is a fully reporting OTC:BB and has been SEC Compliant for several years. (12) PLCO FINANCIAL TURNAROUND: Not only includes the IPO but an aggressive store expansion program with 32 stores from coast-to-coast. The company broke even in 1998 after losing close to $2M in 1997. Existing store sales in 1998 grew +21.8%. New stores provided an increase of $8M increase while existing units provided a $4M increase. +66% increase in Profits including 3.7 Point Gross Margin Improvement. (See most recent SEC filing 11/16/99 for the September quarter results.) (13) ETYS vs. PLCO (Invester Clouseau) 11/23/99 Simple Comparison; ETYS MarketCap........$6,826,000,000 PLCO MarketCap............$6,200,000 ETYS Most Recent QuarterRevenue...$13,000,000 PLCO Most Recent QuarterRevenue....$6,870,000 -----------PLCO/PLCOP/PLCOW LINKS------------ 11/22 - PRESS RELEASE PLCO Announces $27M IPO of Subsidiary On Frankfurt Exchange biz.yahoo.com 11/2 - PRESS RELEASE Play Co. Toys & Entertainment Corp. Goes National With the Launch of 6 New Stores biz.yahoo.com 10/21 - PRESS RELEASE Play Co. Toys & Entertainment Corp. Announces Opening of German Language Web Site in Europe biz.yahoo.com 10/27 -ShopNet.Com, Inc.'s Affiliate Announces Launch of First Major Toy e-Commerce Web Site in Europe (This is included so investors can read PLCO CEO Richard Brady's comments regarding the then upcoming IPO prevaluation) biz.yahoo.com 7/29 - PRESS RELEASE Signing of Investment Agreement for PLCO Taking ToysInternational.com Public dljdirect.com qndigest.trn?research_cde=PRN&key_nmb=LATH0 27&trn_key_nmb=PRN990729000040&symbol=PLC O&topic=PRNewsWire_news&selection=all_news_ sources Source for all PLCO Press Releases dljdirect.com qndigest.trn?selection=all_news_sources&symbol =PLCO&prevVal=1997%2F09%2F11+16%3A03%3A0 2%3B121&prevSym=XYBR&oldTopic=all_news_so urces Link to ALL PLCO SEC Filings edgar-online.com ?sym=PLCO OTHER SOURCES FOR DUE DILIGENCE PLCOP Dave Gore's Excellent Summary ragingbull.com boards.cgi?board=PLCO&read=522 Silicon Investor PLCO Board Message 12065169 SI - Rande Is HOME (Some PLCO) Subject 24011 SI - Rande Is BOTTOM FISHING (Some PLCO) Message 12060358 SI - Kimberly Lee & Consortium Board Subject 26775 ----------------------------------------------- ((This summary is done to provide investors with a "QUIK-LOOK" at PLCOP, PLCOW, and PLCO. It isn't designed to take the place of your own research.)) -----------------------------------------------