Glu Mobile, Inc. (NASDAQ:GLUU)

Cheap and good. Someone will see it soon.

will go to 9.00 per share in six months

I gave this the red thumb on today's Investor Beat.

Good revenue per player.

Down over 50% over the last quarter, despite high levels of support from many throughout the investment community. They have plenty of cash on hand to weather a few tough years, so it's really just a bet on whether they can produce one or two breakout titles to lift EPS. There are worse bets.

Down 45% since it's peak in July, most of the sell off has been following Zynga. New game CK2 is doing well out the gate and I think will lead to a strong year from here.

Unfairly bundled in with Zynga, they do not rely on a social media platform. Insider buying of late is a strong positive moving forward.

worth at least 5-5.50 already

http://seekingalpha.com/article/750841-glu-mobile-appears-overvalued

"In its latest quarter, Glu Mobile reported 192% revenue growth year-over-year due to smartphones." This industry of freemium mobile games is expected to triple from 5 Billion to 15 Billion + by 2016. I'm in.

chinese mobile game play

The "freemium" model it's pursuing isn't as easy as it looks. It's also burning through cash growing the business and has no lines of credit meaning dilutive stock offerings or expensive debt may be in its future.

Over sold based on current market valuations vs long term outlook, short and long term buy at $3.66 as of 02Nov2011 closing price.

3 day trend upward as of close on 02Nov2011. This one is not done running. Small cap but a global player. One to watch.

GLUU has had a tremendous decline in the past few weeks however with the exception of a rumored loss of one really insignificant employee they have acquired two companies, expanded their titles, and continued to diversify the platforms where their games can be used. With more iPhones, iPads, and Android phones being purchased in the near future and over the holidays GLUU could pop! It could also be the target to be bought by a competitor.

This is a mobile gaming company focusing on content and ads, this is a great plan of action as smartphones become the premier communication device. They have a stellar list of titles, with a few flops, but they are pressing forward.

I've held this one since it was under $3 a share because I loved their games. Looking for a nice pop if they get added to the Russell index as I think certain fund managers will have to add this stock to index their funds to the Russell.

Worldwide smart phone ownership will continue to rise which will increase the market size for the simple hand held games Gluu Mobile provides. this company and stock has nowhere to go but up.

Glu Presentation at Roth Capital Partners (Link)
A great presentation / powerpoint on the potential of GLU and an indepth look at it's business model and future endeavors. Must-See for any GLU investor. I believe you have to play the webcast (top left) and coordinate it with flipping through the power points personally. Great information and a welcome transparency.

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9ODU1ODZ8Q2hpbGRJRD0tMXxUeXBlPTM=&t=1

They are one of the few mobile players, sure to expand their market into tablets. Call of Duty is their product, huge success! Lots of potential withthis one.