"STOP MARGARINESHAMING ME"Takanashi Kiara

Nijisanji L Collection

El Rrata

Gringo Tolerable
Early Adopter
Joined:  Sep 9, 2022
If you drag a talent into the woods and blow its brains out but no one is there to hear it. Does it make a sound?
If they did it that way, it would have been 3 graduated talents and they wouldn't be in this predicament.

Edit:
View attachment 71550
They're doing another fucking buyback, jesus they don't learn. Another 6 7 billion down the drain.
Also, this buyback is massive. The December one was about 2.5 billion yen. At 7.5 billion yen, this one is 3 times the amount. That is 3 Cover studios worth of buybacks...
 
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Nenélove

I am coming for you
Early Adopter
Nene's Pet Latinx
Latinx/Latine
Joined:  Sep 16, 2022
If they did it that way, it would have been 3 graduated talents and they wouldn't be in this predicament.

Edit:

Also, this buyback is massive. The December one was about 2.5 billion yen. At 7.5 billion yen, this one is 3 times the amount. That is 3 Cover studios worth of buybacks...
Why do they care so much about the fucking stock?
 

Azehara

Well-known member
!!Foot Dox Confirmed!!
Early Adopter
Joined:  Sep 11, 2022
Why do they care so much about the fucking stock?
Because people think that stock going up = healthy corpo.

If they did it that way, it would have been 3 graduated talents and they wouldn't be in this predicament.

Edit:

Also, this buyback is massive. The December one was about 2.5 billion yen. At 7.5 billion yen, this one is 3 times the amount. That is 3 Cover studios worth of buybacks...
Why invest in your company or your talents when you can just spend all of that money to make the stocks go up. Its the best way to flex on Cover and show how healthy as a company you are (despite having stage 4 colon cancer).
 

Nenélove

I am coming for you
Early Adopter
Nene's Pet Latinx
Latinx/Latine
Joined:  Sep 16, 2022
Because people think that stock going up = healthy corpo.
Who the fuck even believes that anymore, that only works when the situation is ambiguous.
 

Fauna's Deadest Sapling

Well-known member
Joined:  Jan 26, 2024
Why do they care so much about the fucking stock?
Isn't that how Riku operates? I'm too fuckin' lazy to go re-find all the screencaps but if I remember right all his previous corpo efforts were just trying to make a stock go to the moon so he could cash out as much as possible before moving on to the same grift somewhere else.

The stock is literally all he cares about. It's the thing he needs to be bigger so he can sell some and cash out.
 

Seth

Well-known member
Fubuki's Best Friendo
Joined:  Feb 11, 2023
All these numbers and words seems really fun but wtf something more important happened.

This was possibly made by Ennaschizo.
But, surprisingly enough, alot of stuff here actually happened.

The only straight up lies here were:
>Thought Pride Month is about racial pride
>Thinks Israel should be nuked and AIPAC's influence on American politics needs to be investigated and dismantled

Everything else are stories that Twisty said during streams with anon inserting a few lies inbetween some of them, like:
>Her brother beat the shit out of her but she's a brocon anyway, it just gave her a guro/ryona fetish too
Kinda, Twisty got choked by her brother one time but the part about her being a brocon and liking guro/ryona because of this is made up shit, she hates her brother and she thinks that he's a psycho, they don't really talk much anymore. She likes watching violent movies/videos tho...
>Doesn't believe in Evolution because Adam & Eve happened
She was not talking about not believing in evolution but, like, this whole convo started when she was talking about incest between animals in minecraft... yeah...


Twisty is wild and has no filter at all, i don't know how they found her but i'm honestly having a very good time watching this chick make anons and sisters go schizo.
:medsmoremeds:

Screenshot_20240612-032707_Chrome.jpg
@Bay Lurker you're getting soft buddy :dokiSmug:
 

VSoyBoy

Well-known member
Joined:  Feb 16, 2024
@Bay Lurker you're getting soft buddy :dokiSmug:
I joined after the great Bay Lurker wars, but I've gotten quite varied reacts from him, even on Niji comments. BASADO on the other hand... only ever Migo.
 

Seth

Well-known member
Fubuki's Best Friendo
Joined:  Feb 11, 2023
I joined after the great Bay Lurker wars, but I've gotten quite varied reacts from him, even on Niji comments. BASADO on the other hand... only ever Migo.
Basado isnt part of the 3 Great Lurkers. Although 2 of them died or something
 

God's Strongest Dragoon

Well-known member
Joined:  Mar 20, 2023
So I don't have a lot of time to look over it but a brief look through doesn't look pretty:
-Stacking NijiJP and NijiEN graphs to obfuscate the massive decline for the EN branch is a huge red flag, I'll dig through the financials regarding the branches later
They failed to hit all their forecasts:
Revenue forecast was 33,000 but they only hit 31,996
Operating Profit forecast was 12,700 but they only hit 12,362
Net Profit forecast was 9,000 but they only hit 8,726
Their forecasts for next year are massively smaller jumps:
Revenue forecast for next year is 39,000: only 18% over their previous forecast and only 21.9% over their actual for this year: Last year's forecast was 30.2% over actual
Operating Profit forecast for next year is 14,800: only 16.5% over their previous forecast and only 19.7% over their actual: Last year's forecast was 34.9% over actual
Net Profit forecast for next year is 10,360: only 15.1% over their previous forecast and only 18.7% over their actual: Last year's forecast was 34.3% over actual

So yeah, they failed to hit their expectations despite doing every sort of event they could to bolster their revenue in a "break glass in case of emergency" situation while opening up every merch event they could. Furthermore they expect their growth to slow substantially. Their forecast for their revenue growth is roughly a 30% slower growth than last year's estimates while their operating profit and net profit forecasts expect nearly a 40% slower growth compared to last year's estimates. Their shit looks immensely fucked, they know its fucked, and they're even telling the investors in the quietest way they can that they don't have confidence in the company growing, hence that massive buyback to keep the stock price up. The last buyback was for 2.5B JPY while this one is 3x the size for 7.5B JPY or 6.4% of their outstanding shares. For reference, they only have 16.2B JPY in cash as of April 30th.
Why do they care so much about the fucking stock?
shareholders.png

It would be VERY funny if Riku took the advice that a lot of American Billionaires have done and took out a loan using his shares as collateral. :dokiSmug:
 
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VSoyBoy

Well-known member
Joined:  Feb 16, 2024
To get back on topic, I've read somewhere that with the buyback, the stock is projected to reach 2600 at least. I suspect that the 5 day green the Anycolor stock has had may have been in anticipation of a buyback announcement. The people who bought in look to have made a pretty penny with the buyback actually being announced.

What remains to be seen is what reaction the market will have beyond the buyback bump. Bottom line is profits are up, but they missed their target.

In retard news, reddit still seems to think that if they boycott hard enough, Nijisanji as a whole will go under.
 

Limkin

Well-known member
Joined:  Mar 1, 2023
They didn't use to put projection for fucking 5 years ahead to show just how massive they will grow either. It's hilarious how their implied number of vtubers graph shows like 30 new ones, when they actually stayed at the same number over the last year, due to all the graduations and terminations.
they're even telling the investors in the quietest way they can that they don't have confidence in the company growing, hence that massive buyback to keep the stock price up.
Not quite, they are finally due to pay the returns on investments from shareholders and they owe over 30 billion yens, of which 7.5 will be paid soon. They are obliged to buy the stock back from them as a compensation (their own words). Btw they don't have this money, they only have 20 billions left for cashflow and emergency buyback funds. All while their investments into the company itself are estimated at 3-5 billion yens. Despite how "awesome" their numbers look, if they spook shareholders too much and they all demand their payment right here and now they can go bankrupt. They even state next that they are expecting to be in debt and that their worst case scenario is having to pay 50 billions.
It would be VERY funny if Riku took the advice that a lot of American Billionaires have done and took out a loan using his shares as collateral. :dokiSmug:
It's nearly certain he did or is going to, hence the debt part
They are far more fucked than their financial reports would lead one to believe, and they don't look too good either. This is what happens when you keep borrowing money but instead of investing it into the company you just burn through them on random irrelevant nonsense
Also of note, the one time Cover almost was in debt was when they bought a whole new 3D studio and equipment for it. For Nijisanji it's because of finally having to return borrowed money
 
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Nenélove

I am coming for you
Early Adopter
Nene's Pet Latinx
Latinx/Latine
Joined:  Sep 16, 2022
To get back on topic, I've read somewhere that with the buyback, the stock is projected to reach 2600 at least. I suspect that the 5 day green the Anycolor stock has had may have been in anticipation of a buyback announcement. The people who bought in look to have made a pretty penny with the buyback actually being announced.

What remains to be seen is what reaction the market will have beyond the buyback bump. Bottom line is profits are up, but they missed their target.

In retard news, reddit still seems to think that if they boycott hard enough, Nijisanji as a whole will go under.
They're desperate because their entire little community revolves around hating Niji.
 

God's Strongest Dragoon

Well-known member
Joined:  Mar 20, 2023
They didn't use to put projection for fucking 5 years ahead to show just how massive they will grow either. It's hilarious how their implied number of vtubers graph shows like 30 new ones, when they actually stayed at the same number over the last year, due to all the graduations and terminations.

Not quite, they are finally due to pay the returns on investments from shareholders and they owe over 30 billion yens, of which 7.5 will be paid soon. They are obliged to buy the stock back from them as a compensation (their own words). Btw they don't have this money, they only have 20 billions left for cashflow and emergency buyback funds. All while their investments into the company itself are estimated at 3-5 billion yens. Despite how "awesome" their numbers look, if they spook shareholders too much and they all demand their payment right here and now they can go bankrupt. They even state next that they are expecting to be in debt and that their worst case scenario is having to pay 50 billions.

It's nearly certain he did or is going to, hence the debt part
They are far more fucked than their financial reports would lead one to believe, and they don't look too good either. This is what happens when you keep borrowing money but instead of investing it into the company you just burn through them on random irrelevant nonsense
Oh yeah, just looking at their cash flows now and they only brought in 3.8B JPY this year because of the 2.5B JPY buyback that was announced in December. Their cash flows have a good chance to be in the red next year due to this new buyback unless they grow massively, which even they don't think is going to happen as seen with their forecasts.
 

Limkin

Well-known member
Joined:  Mar 1, 2023
Oh yeah, just looking at their cash flows now and they only brought in 3.8B JPY this year because of the 2.5B JPY buyback that was announced in December. Their cash flows have a good chance to be in the red next year due to this new buyback unless they grow massively, which even they don't think is going to happen as seen with their forecasts.
Their last gens accumulated a total of 1% (and it's probably rounded up) of their revenue despite having 12 members included. They have zero prospects to grow because all of the money they do end up investing into the company bring no profit anymore. They rereleased limited merch for the last 3 years, made Kuzuha release all kinds of bfe crap, voice packs are in both languages for a large chunk of EN members, and their financial reports still look like crap. They can't repeat it again next quarter, it will be a massive shitshow. We are already out of valentine, white day, June which is a bridal season, what kind of merch they can magically pull out of their butt that would somehow top it? (stop being a pussy and finally start selling Vox sucking Riku's dick asmr)
 

Aquatic Novellite

Freshwater Shiorin
Early Adopter
Joined:  Oct 10, 2022
I joined after the great Bay Lurker wars, but I've gotten quite varied reacts from him, even on Niji comments. BASADO on the other hand... only ever Migo.
Bay Lurker used to Migo every Niji post on principle. Emphasis on used to.

I think he has become a liberal.
 

Nigel Nigerman

Choo Choo Motherfuckers!
Joined:  Dec 22, 2022
TOTAL NIJI DEATH INCOMING!!!
Who would have thought that the termination of the laughing purple dragon would A C C E L E R A T E Niji's upcoming demise. It seems that Riku was banking on 2024 as the year where he would sell the conpany on a profit and sail on his yacht to the sunset. Now, it's looking like he'll be BILLIONS in debt cos Nijisanji's not turning a fucking profit, which is WHY!? WHY AIN'T IT BEING PROFITABLE FOR FUCK'S SAKE!?!? You're the number 1 Vtuber company in Japan, you have Kuzuha the most famous male vtuber in Japan that is consistently in 5-view territory, lots of sponsorships and has mainstream appeal in Japan. The fuck Riku, you have a money making machine and all you did was shove your dick inside a yacht while basking in the glow of all the playbuttons you've hoarded. Is that why no one's buying Nijisanji because of all the debt it had accrued?


:Zaion-HAHAFAYAH:
 

MerelyTourist

jkterjter jkterjtier
LM's Ladyboy
Joined:  Feb 5, 2024
To get back on topic, I've read somewhere that with the buyback, the stock is projected to reach 2600 at least. I suspect that the 5 day green the Anycolor stock has had may have been in anticipation of a buyback announcement. The people who bought in look to have made a pretty penny with the buyback actually being announced.

What remains to be seen is what reaction the market will have beyond the buyback bump. Bottom line is profits are up, but they missed their target.
Whole jap market recovered a bit last week, so no, buyback anticipation is not a factor here yet.
Well if japs boycott hard enough they will go under indeed. But they won't boycott until Kuzuha publicly attempt a flip, something like that.
 
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Limkin

Well-known member
Joined:  Mar 1, 2023
WHY AIN'T IT BEING PROFITABLE FOR FUCK'S SAKE!?!?
68% of their users who registered as money spenders (merchandise, fanclub, tickets etc) are female. 57% of their users are 20-30 years old and 21% are 19 and younger. These are extremely volatile groups, who usually don't have reliable income and are not loyal in the long term. Show them a sluttier femboy with sharper chin and they will flock there instead. They will not stick around, they will not convert more users, they are highly likely to hate each other because of the dumb arguments like "is it shu x luca or luca x shu" and they only care about the product, not the brand. You can quickly make a ton of money from them, but eventually they will get tired of you or grow up and start a family. Nijisanji kind of has a pattern of trying to turn quick ways of making money into a long and sustainable business and it is finally biting them in the ass
 

RestlessRain

Well-known member
Early Adopter
Joined:  Sep 21, 2022
Why do they care so much about the fucking stock?
There are lots of reasons to do a stock buyback, some good and some bad, but the reason here is that it helps artifically prop up the share price by creating demand where there is none. If the share price isn't high, Riku's wealth craters, since the majority of his wealth is tied to Anycolor's share price.

The tell-tale sign I would look for is if Riku's overall ownership of Anycolor drops: that means he's trying to keep the share price high while unloading his own stock and getting out while he can.
 

MerelyTourist

jkterjter jkterjtier
LM's Ladyboy
Joined:  Feb 5, 2024
There are lots of reasons to do a stock buyback, some good and some bad, but the reason here is that it helps artifically prop up the share price by creating demand where there is none. If the share price isn't high, Riku's wealth craters, since the majority of his wealth is tied to Anycolor's share price.

The tell-tale sign I would look for is if Riku's overall ownership of Anycolor drops: that means he's trying to keep the share price high while unloading his own stock and getting out while he can.
As Limkin noted above, buyback might be forced (or at least bullied into) by shareholders. Even if there are no signed time-constrained obligations, it might turn into "you buy it back and hope to cash out later, not our problem anymore" or "we just dump it all cutting our losses and then you deal with stock falling below 1k" type of deal. Second option is, obviously, much more disastrous for Tardiku.
 
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