/vt/ - Virtual Youtubers

https://www.anycolor.co.jp/en/ir
IR for reference

How much money have nips made shorting the stock?

>>69850498
there was a big short sell off on thursday. price crashed from 3160 to 3040.
and seeing how there are still more short sellers awaiting (like pictured above, someone last friday hedged their bets that the price would crash to 2600 minimum)
it's going to get worse.
and niji has no way to reverse trend. they can't buyback more because a) they'll get unlisted b) they might not even have the liquid assets to make a difference even if they could

>>69850600
Also remember there's some big yab coming in April that everyone seems to be teasing

one thing that I still dont understand is when you look at cover valuation they are basically matching enikyara in the past 30~90 days, so is it really induced by recent events with nijien and if so, then why is cover also going down?

>>69850784
cover's stock price always falls off a bit after earnings reports, since there are people that expect "more" even if the earnings are good (Hololive revised up by 20% and increased their profit/margins by 50% IIRC)
so in the initial weeks after an earnings report (Q3 released two weeks ago for cover), price trends downwards
it may also be due to anycolor's current controversy that is also dragging down holo by association (vtubing)

>>69850729
if the yab is big enough, it might actually stuff Niji

>>69850784
Since February 1 market close:
Cover Corp has dropped 14%.
Anycolor has dropped 24%.
Now it's hard to say if some of that movement is related because there's different reasons for each of them to drop.
What's clear though is that is Anycolor's stock is hurting a lot worse over the past two weeks.
On top of that, they're in a less stable position because they burned liquid assets on stock buybacks.

>>69850784
Could be a mixture of investors in niji that also put money in cover decided to sell off covers after being burnt by the niji skydive. And we can guess there are niji investors in hololive based on those investors who commented on holo paying to much to the talents from the first call.
So people see others selling, panic and start selling their own without looking into it since they also see niji fall but have no context and assume the vtuber ballon has popped

This is not the final yab, only the beginning of the first stage.

>>69850328
Short that shit, it is bound to fail.

>>69851272
not to mention, cover did nothing to inflate their stock price. by all measures, this is the "natural" resting point.
meanwhile anycolor purposely inflated their stock price with a buyback. meaning it should be about 600 yen lower (2440). that is lower than cover's current stock price
>>69851335
that was what I assumed as well. there might be some investors that crossover between these two and pulled after seeing anycolor collapse

>>69850328
total collapse of your own making is always entertaining to watch

>Japbros know about Uki's tweet
I'm surprised it's made it back to them that quickly, or at all to be honest.

>>69850729
Leaker today confirmed that there are several livers in a que to quit essentially. The company will most likely stretch out the graduations to not drop it all at once and risk further chaos.

Come april, the NDA of former talents expire, and they can share receipts (several of them have stated they have dirt).

>>69851866
Isn't the rrat that the nda that is expiring is that of a former manager?

>>69850328
How low does it need to go before Riku personally goes bankrupt?

>>69851272
Another thing to recognize that a main part of investing is buying low and selling high. With Selen's drama, there are going to be investors who agree with Niji's statement of "negligible" and still retain faith in the stock for that reason, believing the Selen drama to be a lowpoint before it will recover. This sentiment always plays a role in slowing the decline of a stock, because for every investor jumping ship, there's another watching and waiting for what they consider the low-point to be before jumping back on board. It probably helps that Japan seems to automatically favor the company over the individual, so there were both fans and investors who likely felt Selen would eventually be exposed as the problem.
But now with Uki being racist and AnyColor failing to respond to the Selen situation or show any results since then, the investors are probably growing increasingly pessimistic. Put it in perspective: in some ways the Uki drama is worse in the long run for investor sentiment, because this is evidence that some dipshit talent recognized the sensitive situation the company found itself in and STILL could not even manage to just shut the fuck up instead of spewing racist bullshit on twitter. Any investors who were banking on Selen being a one-off event and hoping to see returns are now going to be second-guessing themselves. Uki gives off the vibe that AnyColor is slow to respond to problems and doesn't even fully grasp just how many problems they've got going on over at NijiEN.
Combine all of this with the financial end of things that OP touched on and how the company itself has made poor investments, what do we have?

>AnyColor is blissfully unaware of how bad the situation is over at NijiEN
>AnyColor doesn't have reliable control over their talents, so that Uki could manage to shoot the company in the foot in the stupidest way possible. The entire branch is one giant liability
>AnyColor has already failed multiple times on the international front and established a pattern where perhaps they're simply not suited for business abroad and adapting to other cultures and laws
>AnyColor is understaffed. They continue adding new talents, yet are slow to respond with new management, despite the fact their EN branch desperately needs some tardwranglers
>AnyColor made poor investment decisions, which once again call into question how aware AnyColor is of their own risk factors and problems
>They now find themselves in a situation where they need to figure out wtf is going on over at NijiEN, probably need to hire more workers than they've ever done so in the past as part of the solution to straightening NijiEN out, and yet they have less money than ever before for doing so, all being controlled by a notoriously stingy CEO

If you're an investor, ask yourself: why invest in AnyColor right now? I cannot think of a single motivation to do so. The only motivation to buying stock in a situation such as this is if you want to buy low and sell high, but currently, there's uncertainty about how low AnyColor can go and if it can even cover it's expenses

>>69850328
Total nijifaggots death.
You can cope again with >b-b-but hololive!
But remember EVERYONE is laughing at you; holochads, dramatubers, corpos, indies, fleshtubers, even fucking lawyers.
Sisters are even more braindead name-calling Selen's fans, when Dokifans were literally nijifans not long ago.

>>69852467
Wait was the Uki thing actually a yab? I thought it only got a couple of shitposts
/here/.

>>69852319
Depending on the form of corporation, this may not be feasible. Certain business forms are specific about separating the business owner's personal funds from the company's funds. This is intended to incentivize new businesses springing up, because now there's less risk for the entrepreneur if the business goes up, as he only stands to lose anything that had been directly invested into the company. His yacht for example is likely private property and can't be touched. It'd be hilarious if he somehow wrote it off as a business expense/asset though.
I have no idea what kind of business forms Japan allows for, but I'd be surprised if they didn't offer something like this. If he were stupid enough to pick a business form where he can be held personally financially accountable, then it'd probably just be the final act of stupidity from a notoriously incompetent company.

>>69850328
redpill me anons, did they really make two buybacks? how much did they spend on each?

>>69851866
Didn't the leaker turn out to be unreliable after today?

>>69852640
>A couple of shitposts
A 5 minute compliation was made about him making remarks and bringing up white people. The two most damning being:

1. In a collab with pomu and others, he says "I can't win because the hosts are white people" something to that effect.
2. His story about how "An old white couple just said hello to him" and it triggered him

Then you have the rest of the 5 minute compilation and shit just adds up and spills over.

>>69852640
If you look at it from an objective perspective, alienating a part of your audience is completely unprofessional, even more so as a corpo vtuber

>>69850929
>>69851272
>>69851335
thanks for replying
I still see the possibility of entire /vt/ overreading the entire thing. niji en will probably explode or get some lobotomized, but I do really think anycolor/nijijp is mostly okay
I still love amamya, shes so cute

>>69851866
wait who left in April?

>>69850929
>>69851272
>>69851335
thanks for replying
I still see the possibility of entire /vt/ overreading the entire thing. niji en will probably explode or get lobotomized (and it totally deserves it), but I do really think niji jp is mostly okay; I still love amamya, shes so cute

>>69852640
That dumb faggot got covered by asmonbald and nips seem to have found out too, that doesn't happen unless you fucked up. Not to mention NijiEN as a whole has a magnifying glass on them, saying anything at all right now is fucking dumb especially if you get one guy'd by randoms on twitter.

>no big niji pr disaster today
But it's Friday, where is it!?!

>>69852788
That’s actually hilarious that all this came from him replying to dollar store tier bait.

>>69850784
>>69850929
>>69851272
>>69851335
Reminder that Tweeter Home Entertainment Group's stock went up by 1400% because their stock ticker was TWTRQ which is similiar to Twitter's TWTR when they did their IPO
I'm guessing that investors legit are too stupid to realize that Hololive and Nijisanji are owned by different companies

>>69852640
Kyo's thing with Korean was stereotypes, not really racist and also only one-off.
Uki have a 5 minutes compilation of him being racist to white people, no doubt about him being racist.

>>69852740
A single post being untrue doesn't prove all of them untrue. The same leaker (we think) claimed Selen would be fired for example, which turned out to be true.
It wouldn't be surprising if AnyColor is currently delaying and barring anyone from quitting or being terminated as a means of delaying any bad news until after they've had a chance to speak with investors. I think March is going to be AnyColor's make-or-break moment, and if we aren't seeing certain actions, company policy changes, terminations or graduations by early April, we can assume they won't be happening at all. Everything that may happen now until the investor meeting will be strictly to appease them and provide a good company image, and immediately after the meeting, we might expect some immediate responses to investor concerns as well.

>>69851821
Racism as a concept is a lot simpler in Japan.
Things like 'power dynamics' and 'institutionalized racism' aren't really incorporated into their political-gobbledygook yet.

Japan is a comfortable ethnostate, so they aren't in the super-defensive state that a race gets to at around 80-90% population ratio. As such, they are very readily 'anti-racism' in their public stances. Of course, I'm sure anti-foreign sentiment is alive and well in their hearts, but their tongues talk of equality and open-mindedness.

For Japanese folk, all you have to say is "_____ made racist remarks" and it'll do damage. (So long as they weren't be racist to the Chinese, Koreans, or Pinoys)

>>69851821
When it comes down to it people have to pick a side. Quite a few Japanese companies have had their earnings annihilated by getting involved in "woke" (anti-white) film and game projects that failed. A good example of that is Square Enix's efforts such as Forspoken. Giving them the benefit of the doubt you can say they were misled by leftist writers and producers about the tastes of the "western market".

After anti-white comes anti-Asian which is obvious to anyone with a functioning brain. Do Japanese guys want to end up like the worst days of South Korea? Does it make sense for Niji to be another failing anti-white company like Disney et al? What do they gain? Why should Japanese guys hate white people?

Niji either does a full sweep of all abusers, harassers, rapists, racists, etc from their management and "livers" in Japan and overseas and then go on to have a future, or they don't and they collapse.

>>69852788
imagine if he gets told to tone down the racism, and rage quits out of nijisanji for denying his lived experience

>>69852640
>>69852788
>>69853060
>https://files.catbox.moe/bwtf1b.mp4
Here, for your amusement.

>>69850784
buy rumor
sell news

I wonder when the NDF are gonna realize that Nijisanji was a pump and dump scheme? Sure it last a while, but that's only because they realized they could milk a bit more money out of it. Every aspect of the company's business structure matches those crypto/NFT pump n dump companies from 2018.

Except instead of scamming retarded crypto bros, they scammed virgins

>>69853542
He sounds so fucking gay, how can anyone watch this guy?

I'm starting to like this song

>>69853569
I don't think that was the only possible future they saw for it. They probably wanted it to be successful, but seeing as how their first attempt at it was to rebrand the 3-person IN branch as EN because other companies were going into EN shows how little foresight went into it.

>>69850328
And it all happened because Elira bullied a silly laughing girl who just wanted to release an MV for her fans. Karma doesn't get more satisfying than this.

>>69852640
you have even normies like asmongold now calling uki a fucking racist scum. the /here/ campaign was only about drawing light to that hypocritical cunt

>>69850328
>their liquid assets were estimated to be $14 million in early 2023
I assume you meant 2024? So isn't that a bit small, what happened to the money?

>>69853203
kyos thing wasnt even stereotypes. korea is famous for being world class in plastic surgery, this is acknowledging the fact and a praise. it boggles my mind how anyone saw it as offensive and at the same time gives a pass for uki lol

>ITT /vt/ larps as /biz/ and manages to be even more retarded

>stonks down
Nijisisters, it's time to buy the dip. Put all your life savings into it. Sell your parents house if you have to. BUY BUY BUY

>>69853697
women that shower him with praise for speaking the truth, as sad as it sounds.

>>69851866
>Come april, the NDA of former talents expire
Which ones?

>>69852729
they had one giant buyback totaling 2.5 billion yen and 775,000 shares. It’s in the IR section of nijisanji’s website linked here anon

>>69853250
>barring anyone from quitting
Isn't this literally illegal? Like in every remotely civilized country?

>>69853866
Nah, this happened because the floorboards of Nijisanji EN were creeking. The queue would have tanked the company in a few months even without the yab.

Isn't ordering your company to do a stock buyback and artificially raise the stock price when you own ~40% of the stocks kinda... sus

>>69852636
>You can cope again with >b-b-but hololive!
OP is openly a holofaggot so that's a strange projection

>>69854868
In the US you can quit at any time, but you can get penalized and owe them money according to your contract. Dunno how JP cross-country contracts work.

>>69854868
Not really
>have a contract for X amount of time
>could be year, could be two, could be more
>certain things paid by the company must be paid back if you quit before your contract expires
>basically if you quit early you have to payback all the cash
Sure, you can quit, but you probably can't afford to, so you're stuck inside.

The japenese economy is literally in recession right now anons

>>69854567
Zaion

>>69853250
It was obvious to anyone with a brain that Selen would be fired after the MV debacle, the only reason it took so long was because of her suicide attempt and getting lawyers involved

>>69854202
They've never had much money. They don't make much money. Their value is overblown by at least half a bill.

>>69851866
Is that the shit that false has been alluding to for awhile?

>>69855104
The JP total market indexes have been doing fine for the past month, so their stock market isn't in a recession.

>>69855104
And nikkei is at ATH right now, your point being?

>>69855649
I'd kek if Anycolor ACCELERATING bursts the bubble on the whole index

How long until a Stock Agent does a video on this?

>>69850784
Investors realising that a fucking vtuber agencies stock is volatile as fuck.
And seems like they didn't meet external assessment for profit or revenue last quarter, keep in mind most investors are sheeps who just do what their hedge funds daddy says. So it wouldn't be surprising if a good chunk of people nailed because of that.
But this doesn't matter, Cover doesn't care about its stock, Anycolour is obssesed with its stock price.
Anycolour did a stock split, and a buyback they have paid more attention to their stock price then any of their overseas branch.
Cover also isn't cutting back on talent remuneration, the upcoming holofest they will make a shit ton of money just an estimate of ticket sales is 8 million USD
>>69821054
A lot of this will go to talent remuneration, which investors do not really like.

>sisters laugh at selen throwing 200k down the drain
>nijisanji does this
isnt this funny

>>69854202
the link is from 2023, so their liquid assets were probably a bit higher until the buyback
Not 100% sure how much they have now, but it’s probably not as much as before considering this entire fiasco

>>69853866
>because Elira bullied a silly laughing girl
Did you form that opinion from your favorite dramatuber? You doing this is harassment. Leave this community alone, and spend time doing things you love instead of spreading trash.

>>69856045
>looking at and talking about stocks is harassment
Lol, lmao even.

>>69855104
anon their stock market hit its record high since 1989 on the same day niji’s stock hit its lowest since June of 2023.

>>69852938
This is not financial advice, but if I believed what you said whole heartedly, I would buy the dip.

>>69856045
No one is forcing you to be here, sister. Go back to where you came from if you don't want to hear negative opinions about your shitty black company.

>>69856195
They can’t defend this shitty company so now they resort to name calling and “MUH harassment”
Lol, lmao even

>>69852938
They let asahina akane graduate and yeeted her entire channel together with all her kino covers and for this I can never forgive NijiJP

>>69856045
that's some brilliant reference you made there lmao

>>69856195
that anon copy pasted one of niji livers tweet when nijien got called out for bullying

>>69856045
Good one.

>>69856604
That was fake. I know NijiEN have vtubers with some really shitty names, but you're gonna have to do better than 'Wilson' when making up NijiEN vtubers if you want me to believe your shitpost.

>>69856257
Doesn't buying the Cover dip once shit hit the fan
make way more sense? Surely they are more likely to bounce back and then they'll be fine until their big software push falls flat.

>>69856894
>https://twitter.com/YuQWilson/status/1760154736030798013
haha...

>>69856894

>>69856894
>he doesn't know about Vuvuzela Bandage and Yucky Wilson

>>69856894
kek

>>69857151
>They really called this nigga Wilson
Ain't no fucking way

>>69852640
It broke into the normie sphere, and has also been exacerbated by people thinking Niji is a mess over Selen on top of the lack of punishment for Uki's continued behavior being contrasted against how people like Kyo, Zaion and Selen were treated for what people are perceiving as being far less

>>69857370
They have niggas named
>Vezalius Bandage
>Vantacrow Bringer
>Claude Clawmark

>>69857487
a big YouTuber translated much of the current controversy into Japanese and it’s hit the mainstream JP sphere now.
there’s even an article about Uki’s racism in Japan rn.
not to mention, the anycolor JP yahoo board has also gotten hold of more info about this and that entire place is on fire as well

>>69857370
There's one in JP who's literally called ta ti tu te to to

>>69858255
>entire place is on fire as well
glorious

>>69852740
>>69853250
More than one hour later, but LK and the leaker who confirmed the clique aren't the same person as the latter said in a thread many hours ago:
>>/vt/thread/69804931#p69828167
>>/vt/thread/69804931#p69824442
>It was another liver that leaked the graduations. I never used the LK alias in any of my posts.
Also, since the leaker doesn't know about who is graduating next or when anyone is going to graduate, the ''23rd february graduation'' rrat can be confirmed as a falseflag.

>>69853014
They saw the positive reception Vivi got and decided they all had to clap back. The problem is that they completely fail at looking natural and their thanking artist campaign reeked of corpo PR

>>69858255
lol
It's almost like a game right now.
>will nijisanji and the organs yab again before the markets open for the week?
We'll just have to wait and watch.

>>69858255
>Even JP is freaking out now
Well that explains why Uki got bonked so quickly

>>69858871
let’s play “buy buy buy” or “sell sell sell”
I’m going with SELL SELL SELL
I think JP bros are thinking the same as well
Best of luck Nijisisters. Hope your shitty plastic stand of your oshi was worth it.

>>69858812
>the ''23rd february graduation'' rrat can be confirmed as a falseflag
desu i think that graduations might be postponed just to try to stop the bleeding

>>69858812
Yeah that rrat was just to apply constant mental pressure teehee

>>69858255
link?i want to see the japs reaction

>>69851866

>>69859187
Since graduations, unlike terminations, scare investors, I think Anycolor tries to graduate only one streamer per month, and since Kyo graduated this month, there can't be any other graduations until March.

>>69858706
>La Li Le Lu Lo!?

>>69852640
Nope. All over Twitter. All over Youtube. I don't go to Reddit because I'm not a faggot, but I assume it's probably there too, for what little that matters.

Uki done fucked up.

Nijisanji is still worth more than hololive. Cope.

>>69850328
Reading the report makes me feel a bit sick.
Vtubers are a product for merchandising using a free to pay gacha model.
Why am I giving them my time, money and attention?

>>69851866
With Rosemi's survival instincts in her past I'm glad its just a manner of the clique being attracted to her and considering her useful.
I do think there should be a re-evaluation of all the livers clearly outside a confirmed circle. I haven't been apart of this since everything blew up a week ago due to Vivi and Rosemi. It should be spread more that you can't leave, you can only hold on till the gate opens.

>>69859779
It mean absolutely nothing when everyone is shitting on nijisanji. Cope NDF faggot sister.

>>69855298
Correct, because it is a Yakuza-funded company that launders money through superchats, merch and ''online tickets''.

Internet economy has been a dream come true for launderers. But AI may eventually curb it.

>>69859779
according to what anons say, nijisanji stock value is artificially inflated, so yes but not really.

>>69859693
It was also all over reddit, in fact it was even worse there because despite the mods being AWOL ever since the termination and it being /vt/ lite suddenly any post mentioning Uki started to get deleted... guess who's a moderator in that sub.

>>69859693
funniest part is it was all over their subreddit, then suddenly the mods woke up and deleted all Uki racist posts. Even a positive Scarle post got deleted.

People are thinking it's Uki himself since he's actually a mod there.

>>69850328
19 days remaining. BUY BUY BUY

>>69859927
Still worth more after all that sentiment. Cope.

>>69859110
Did he though?
He was active on twitter earlier today, retweeting a few posts that are less than 24h old.

>>69856045
You are right anon, stop spreading your Niji thrash here

>believing some random shitposters just because they wrote LK at the end of the "leak"

>>69852938
>Amamiya
You mean Luca's cocksleeve

>>69852640
Yeah I'm so used to that kind of this getting totally ignored and swept under the rug. Like, good, fuck him, but I'm shocked that it's actually generating heat.

>>69860255
4channer incels are embarrassing qanon wannabes. They are lucky there has been no government action against them.

>>69850328
How much do you think EN's Q3 drop will be?

>>69859187
Precisely, they are stalling them. The leaker said someone had to wait 1 years from their notice, before they could ''officially'' graduate.

What the fuck kind of black box company are they running?

>>69859936
More like the old Yakuza Triad Dragon pipeline. They'll never hire an internal investigation to clear their name if the black company label. It's just a sad case of elitism through ill gains.

>>69853057
it's still in planning. Please wait until monday so they can unveil their new fuckup.

>>69859110
They bonked him? When did they bonk him?

>>69860371
imagine announcing to the world that you are sister from the doxx site lol

>>69860371
but enough about nyfco

>>69852729
You want to know something even more entertaining? AnyColor can't buy back much in the way of stocks anymore. Due to Japanese trading/finance laws, AnyColor is RIGHT ON THE EDGE of being delisted if they buy back any more stock since almost the majority is held by Riku. He's extremely limited in how much stock he can buy back at this time without getting his company pulled from the Nikkei index.

Financially, he has made his bed and is about to get fucked in it. Without lube.

>>69850328
you can mismanage all the other branches all you want (ID and KR are not widely spoken) but you fuck up the EN where it's the language of business and half the world speaks it and word gets around.

>>69860371
wrong tab sis, this isn't your doxx site

>>69860055
>not understanding business
As expected of a third world woman.

>>69860371
NDF resorting to the political yab. You do know the rrats called this move out 2 days ago, they also infiltrate your gathering spots and ruffle through the garbage you call a chat history?

>>69859946
Many stocks are overpriced these days, there is a general bubble in stocks and real estate. Shit is not worth as much as they claim, they just want the pyramid scheme to run a little longer, so that they can pass the empty bag to the next sucker.

>>69860371
I'm sorry you live in an oppressive country. Sorry because it's obviously it's not oppressive enough that you're still able to access the Internet. Hopefully that will change in the near future.

Monday is the day of reckoning, if it hits 3k a lot of people probably have it on auto sell.

Honest question here. If niji merges EN into the main branch, will they begin to recover? Because I've been thinking about how niji can recover (if possible) from this whole fiasco

>>69860371
Imagine some FBI agent shitposting about vtubers on /vt/.

>>69860548
He stated in his last stream that he was taking a """break""" because "the world is cruel"

>>69859936
>Yakuza-funded

...Further east. I guarantee you Chinese Triad are involved. The whole reason the CCP was shitting bricks over crypto in China was because it was a currency they couldn't control, manipulate and enforce social credit scores on.

So Chinese... um... "business men" have a shitload of money that they want to get out of China because... China... and this is a great way to do it.

There's a reason why Chinese millionaires and billionaires are buying up every random golf course and other thing that they can buy. They want their money out of China and away from the CCP.

Meanwhile, Yakuza has less benefit to moving their money out of Japan. It might help with tax fraud and avoiding paying taxes, but laundering? Less so. They have shit like pachinko parlors and soaplands for that.

>>69857370
>>69857151
WILSON
WIIIILSOOOOOOOOOOOOON
WILSON I'M SORRY
I'M SOOOOOOOOOOORRRRRRYYYYYYY
WIIIIIIIIIIIIIIIIIIIIILSOOOOOOOOOOOOOOOOON

>>69860873
Use the funds from the Fire Sale back into JP.

>>69860873
i imagine that nijisanji brand is forever tainted unless they take drastic steps, but im not an expert so who knows.

>>69860371
You don't need to put 'embarassing' beside qanon, it's redundant.

>>69860489
Precisely, the illegal funds will keep pouring in, even if some of the fans leave. They can bot the numbers, launder by selling merch and superchatting with the bot accounts. Easy to do in the age of crypto-to-currency exchanges online. But like I said, AI is proving good at spotting these trends in large data sets, so it may eventually dry out.

>>69860979
>Further east

God damn it. West. You know what I meant.

>>69859480
not at home rn, but search up “Anycolor JP yahoo finance.”
Their entire board is in meltdown mode, and posting all the current NijiEN controversies. Not even the normal everyday JP is buying Niji’s shit anymore

>>69861115
Sorry anon, I'm searching the pacific ocean for your reference and I can't find it. Is Anycolor headquartered in Hawaii by any chance?

>>69859833
Because they give you the emotional support you need.

>>69860873
Part of AnyColor's last report to investors said that a key growth plan was expansion into overseas markets. If EN closes then that's the third overseas branch that has failed so I can't imagine investors will be happy.

>>69861097
Niji stopped paying for subs in Oct of 2022, which is why everyone following Noctyx got no sub growth in comparison.

>>69861153
Riku must be fucking furious that filthy gaijin are bringing down his company and causing him to lose his precious yacht money.

I bet you he was pissed at having to give that address he did, in English no less.

>>69850328
> some even lowering their short selling position to 2000 yen
Is this true or did you pull it from your ass?

>>69859833
Because your life is devoid of deep real relationships, you are likely on the spectrum, and the only way to fill in that void is via consuming fake relationships with people pretending to be anime.

>>69860873
Who knows, EN is their last remaining overseas branch, so them folding it will show they are completely incapable of expanding, which could be a death blow because they have already reached peak saturation in the JP market

>>69861414
Oh you bet he told PR and Legal to bring those kids in EN to heel. This is costing him money and face, nobody wants to pay that for someone else's mistakes.

>>69860873
ID merged into the main branch and the indonesian streamers haven't benefited from it, so maybe for EN it would be the same fate if it were to merge with JP. Adding that to Nijisanji's reputational loss in the past weeks, it's likely that such a move wouldn't be of much help, even more when you take into account that it wouldn't solve the root of the problem: lack of managers who understand a lick of English.

>>69860979
>The whole reason the CCP was shitting bricks over crypto in China was because it was a currency they couldn't control, manipulate and enforce social credit scores on.
Russia and China both mining and force-hype crypto because they have whole industrial level plants to farm it.
All crypto hype is artificial, bot-forces bs.

>>69859187
>the ''23rd february graduation'' rrat can be confirmed as a falseflag
kek imagine if they postponed it because some intern happened to read the leak /here/

>>69861097
Funnily enough there was a rrat about Elira being best girl to an unknown NijiJP manager. In the managerial power structure Riku would first choose to protect this person. He loves to interact with the boys and the clique. Got to drink from Selen's cooch, and if he ever got outed the level of scandal will cripple the JP side.

>>69860155
>>69860548
Supposedly he said he's going on a vacation for some time after his next stream because "the world is cruel" or something like that. In a past similar circumstance, Zaion talked about having to visit her "family" during new years on stream. That "vacation" was later revealed to be a stealth suspension in her termination document.

>>69859833
because hololive somewhat gives a shit
Niji is literally the worst example to show about vtubing for any normie, except wactor

>>69861414
More like nervous, someone told him to start apologising and fix the situation or suffer. Black company's tend to have criminal backing.

>>69852740
>company literally burned a million from this buyback SO FAR (average buy price was 3200 during buyback). they're about to go deeper into the hole

wait I thought they couldnt legally buy more stocks after the last buyback? or are you talking about the loss of worth of the stocks they bought last month?

>>69852740
different leaker, also most leaks from LK turned out to be true or at least likely, he was the mainleaker during the feast of rodents that led to the birth of the GURRAT and additionally, much of what he said was also confirmed by the second leaker at a later point.

the 23.2 "leak" was a) first brought up around a week ago and b) only was a very short post and couldve been faked by anyone. There were no other indications that LK was even around at that time iirc.
its also possible that the graduation announcement was "planned" for the 23rd but moved by nijiJP after they took over because of investorconfidence and stockprices. I think I first read the claim that sth would happen on the 23rd over 5 days ago, definitely enough time to change their mind.
Either way, no reason to believe the two confirmed leakers were unreliable or even connected to that post.

>>69853250
youre likely correct about march, apparently riku needs a plan by midmarch cause thats when he has to face investors right?

>>69855287
he leaked Selens second attempt on the day it happened. it was only confirmed to us when doki mentioned it in her tweet after the blackscreenstream as far as I know, so like a month later. Either way, at the time of his post, nobody outside the company shouldve known.

>>69860946
>>69861876
>I dindu NUFFIN
lol

>>69861767
I would laugh my ass off if it came out that Elira was Riku's own personal Riro Ron and she was getting railed by him.

My god, the hentai doujin of this practically writes itself.

>>69862229
>Riro Ron
why you gotta bring her up...i actually liked her a lot...

>>69852640
its easy to amplify posts like uki's because people get to draw political lines and then shit gets blown out to every algo group possible. that's why its so fucking braindead of him to swallow bait like that

>>69862168
>LK
Refer to this post: >>69858812

>>69862229
I can imagine he can afford far better looking women.

>>69862229
Dude, Riku's not the Lead Talent Manager for some little indie company, he's rich. Loaded. He can get way hotter girls than Elira delivered to his penthouse every morning for a pre-breakfast fuck .

>>69862229
Nahh Riku is tanking for someone else in his own company. So did the 3 livers, put on a ceremonial chopping block. I love my Nijisanji family! Your promotional path is literally a matter of are you 'all in for life'.

>>69862679
>Ike is the smartest of them all

>>69862622
>way hotter girls
It's not about beauty. It's about power.

>>69862563
It's more probably a power thing to him. Riku is a nepobaby, so he probably craves feeling in charge.

Hold Elira's work visa over her head, make some implications, she does debauched shit while he gets to humiliate her. That kind of thing. I can see him doing that.

>>69861153

>>69862622
>>69862679
Nah, it's a power thing with him. He can pay a woman, but it doesn't give him real power over her.

Again, he's a nepobaby. He knows that he's overshadowed by his parents. So he probably wants to feel like he's in control, in power.

You see it all the time with the kids of rich people and celebrities.

>>69862679
>Riku is tanking for someone else in his own company
You don't mean...

>>69861434
check the anycolor JP yahoo board. There’s screenshots and sources there that JP posters are finding after digging a bit.
someone last Friday put up a short sell order at 2600 at 2,600,000,000 yen. investors are betting against it.

>>69860371
yeah lucky the government hasn't cracked down on /vt/ for.......image manipulation??

>>69863201
>put up a short sell order at 2600 at 2,600,000,000 yen. investors are betting against it
I don't understand stocks, what does it mean and how do they profit from it?

>>69859693
It's all over reddit to the point where mods for r/niji deleted all of the Uki posts. Thing is Uki is a mod there so people are saying he himself deleted it.

Then in r/vt a mod also deleted posts about it and people got MAD. Mod then admitted he's angry and said that he's taking a break and told people to enjoy their flame wars.

>>69863772
Shorts are like reverse stocks, you make money if the stock price goes down and lose money if the stock price goes up. A sell order means what you think it means.
That many people are putting sell orders at 2600 means that they believe Niji stock prices will tank all the way to 2600 in the near future.

>>69861360
fourth anon, remember India lol. >>69862168
buyback from December/january. It was a two month process. 775,000 shares in total kek. this controversy crashed their stock price below pre buyback price before the earnings report (which may be lower than expected since EN has already been in decline since 2023).

>>69863972
Link to the mod post?

>>69864009
I get it, so they sell at 2600 and buy back at 2000 or something, because they expect it to bounce back to 2400 or something. The only way they lose money is if the company goes belly up, because they originally bought it at 3k.

>>69863972
The situation at the Niji subreddit is amusingly bizarre.
The Uki callout threads were obviously started by /vt/ posters, but what the seething idiot said (especially that old couple "incident") managed to piss off normies enough that even though the mod came back to delete some of the racism threads, the retaliation posts became self-sustaining until the mod gave up. You can still see threads shitting on Niji and Uki on the front page.

>>69862492
and do what? correct it? alright.
(note: the second leaker got called leaker-san a lot. that person is NOT LK)
LK was the first to point out clique, unless theres a leaker-san post from BEFORE the blackstream. leaker-san confirmed it at a later time, at least twice actually, once close to the time it was first brought up, and the thread from earlier. Im one of the anons talking to Leaker-san in the thread you linked, so Im very aware of these posts. the fact that leaker-san, who said they are not talking to coworkers and are in graduation queue as well, does not know who is graduating next, does not invalidate the original LK post where it was stated that theres two people in graduation queue before rosemi, one girl, one boy, that post did not specify 23.2 though. Leaker-san in fact says that LK (allegedly) knowing that almost certainly means theyre not just a mod, but a liver. mods wouldnt know that according to leaker-san. leaker-san never said LK is fake or disproved LK on anything (but did say my personal rrat about rosemi and why LK said follow the rose was not accurate), instead, decided to confirm a lot of what LK said. Leaker-san is more careful, but also more talkative. LK likes to makes us work for the grand scheme of things, leaker-san is more like a q&a. also leaker-san seems more empathic, but obviously thats hard to say.

>>69864269
If the company goes belly up then they win all of it because they don't have to rebuy the stock to give back. They lose if the stock price goes up -- effectively they're borrowing a stock from someone who owns it, with the promise to give it back later. Borrow from someone with stock, sell at 3k, stock drops to 2600, buy the stock back and give it back -- make 400.

>>69864495
Got it, thanks.

>>69864637
so tldr:
some big investors, carrying tens of thousands of Niji stock rn, are betting that the price will crash.
there was also a mass sell off early Thursday, hence the price tanking from 3160 to 3040.
end result: even the normie investors in JP rn are thinking the stock will go under 3000. And if that happens, mass sell orders may go through and more people will be rooting for the stock to go further down (shorts).

>>69864317
Because Twitter is its own circlejerk bubble that generally doesn't reflect reality.
Uki's sisters going on a whole anti-white campaign looks racist as fuck to everyone who doesn't have twitter brainrot and it makes for good drama content, that's why fags like Asmon are giddy when he sees that the Niji drama keeps on coming.

>>69864331
I think that there are more than just 2 leakers, I remember this thread:
>>/vt/thread/69547103
where it was revealed that some people in Nijisanji were calling Doki as ''dookey bitch'', a thing that the leaker from this morning confirmed without knowing it had already been leaked:
>>/vt/thread/69804931#p69822980

A few dates to keep an eye on over the next 3 weeks, due to an increased chance of management fuckery:

Next week, date and time TBA: Doki's charity stream
It would be horrifyingly stupid for them to do another black screen video. Doesn't mean they won't do it. They might also tweet something stupid instead of doing another black screen video.

Next Friday, 3/1
The first day of the new month. Another white paper may be published at 6am EST/3am PST, with at least one graduation and/or at least one termination being announced.

Tuesday 3/5
The thirtieth day of Elira's radio silence, excluding the black screen video.

Wednesday 3/13, 8.20pm EST/5.20pm PST
The thirtieth day of Elira's radio silence, starting at the end of the black screen video

Thursday 3/14
Anycolor quarterly earnings report, in which Riku will be forced to say "NOT STONKS" in Business Japanese.

Friday 3/15 or Saturday 3/16
If a March graduation is announced on 3/1, the earliest graduation date is this weekend (unless they got Yugo'd on 3/1)

Note that this list is not comprehensive; and due to Niji EN management's track record of fuckery, a comprehensive list would be impossible to make.

>>69854223
apparently it was the gooks that got mad
or at least some retarded gooks
at that point there wasn't really anything he could do except lie there and take the hit

>>69850328
>while hololive is fucking making A TABLE, sake, wine glasses, plushies, and other actual usable shit for even their worst talents
Keep in mind talent are much more monetarily invested in their unique merch fronting more of the costs but also reaping in much more of the income. And then Cover takes a bigger cut on the "generic" merch like the acrylic stands etc.

>>69865454
> inb4 it was Uki complaining about it behind the scenes

>>69865717
Not to mention that the sake itself has at least two awards for excellence.

>>69863772
A short is you selling somebody else's stock and promising to give them back the same amount of stock you sold in x amount of time

>e.g: you buy 10 stocks for 100$ each over 6 months
>You know have 1k cash in hand
>6 months later the stockprice halved and you buy 10 stocks for 50$ each and give them back to close the short
>You made a 500$ profit
Note that you don't have to buy the stock 6 months later, you can buy them back at any time you just need to actually hand them over at that point

>>69855921
im convinced part of the deal selen was trying 5o negotiate was reimbursement for the 15k she lost over the MV.. imagine what could've happened if they just let her have it. their decline wouldn't have accelerated as much

>>69860873
Merging EN with main branch is honestly the worst possible move Nijisanji can make, and could potentially lead to a cascading effect that even severely damage the main branch.
>how niji can recover
If we haven't hit the point of no return yet, its coming very soon. The issue is simply that Nijis business model doesnt suit the modern market and their lack of investment in talents and technology has made is so even who? indies have better models/rigging/assets.
As it stands, the only reason anyone would join Niji is for marketing and then going indie later.

So unless they do a good apology, somehow show that changes are happening, they change their business model and seriously modernize their tech, its just going to be a slow death.
So no, Niji is slowly dying and nothing will stop it because they would never do any of these things

>>69865106
Cue that greentext of the next NijiEN gen debuting only for it to be revealed that they're all insiders looking to leak from the company.

>>69860371
sigh... doxsister....

>>69865717
>A TABLE, sake, wine glasses, plushies, and other actual usable shit
is Cover the Ikea of vtubing?

>>69864131
I think it's this.

>>69866491
>Talent: I want some cute glasses with art of myself
>Oh Cover isn't selling that
>Guess I'm making them myself

>>69866443
There are 2 known Discord servers, the main NijiEN server and the Elira server, the juicy stuff is probably inside the latter.

>>69866563
https://www.youtube.com/watch?v=j1V20p0N9SQ

>>69866563
>I'm taking a break from this nodding thing. Have fun with your drama.

You just fucking KNOW he is sitting there malding and not planning to take a break at all kek

>>69866563
The drama was because Nekomikuri got added to the mod team and he was literally on the Niji payroll until somewhat recently.

>>69867199
He's still a mod in r/vt though. Which is where the screenshot is from.
Honestly it has been obvious for a long ass time that r/vt likes Niji more than Holo. When Holo gets into a drama there were no deletion of posts. But Niji? You'd see people complaining in the megathread why threads are getting deleted.

>>69866563
Kek

>>69867372
the fuck is r/vt/? Why is there a reddit for this place?

>>69865106
you might very well be right that there could be more than two leakers, I also saw the thread you linked, I dismissed it though, cause Im not sure its legit. NDF has been calling doki dookie as early as the 8th of february and it got a LOT more afterwards, and dookiebird is what leaker-san confirmed, not dookey bitch. The thread you linked doesnt make much sense regarding that anyway at that point, since leaker-san confirmed they wiped the chatlogs and they dont trust other livers. Using an obvious nickname for doki may fool a jap, but if you say anything actually bad and someone screenshots it and leaks it, even if just directly to (JP-)management, youre still fucked. Seems to me more like a shitpost tebeha.

>>69867465
It's actually r/virtualyoutubers - anons are just abbreviating it.

Would all this even affect AnyColor at all?
What even happened to their stocks at the time when 3 of their foreign branches dissolved?

>>69860873
they should just pull a HoloCN and nuke everything and everyone in it

>>69867532
>Seems to me more like a shitpost
I thought the same as you the first time I saw it, but I'm not so sure now because of how specific this reads:
>>/vt/thread/69547103#p69558743
>Don't spread half-truths just to get a rise out of people.
>You very well know that it's only 6 people that have called her that, and you very well know which livers disparage her on vc.

>>69850328
I know the rot was already there but it's pretty fucking funny that everything since the buyback has happened because they couldn't let a harmless song cover stay up over christmas.

>>69867798
Disollution of their last avenue of international expnasion would collapse the stock price.

>>69852640
Someone made a compilation and big streamers reacted to it, effectively calling Uki a absolute fucking weird ass idiot for being scared cause a white elderly couple were being your usual elderly folk and said hi to him.

I wish I was joking. He got scared cause your everyday granny and gramps merely greeted him.

>>69867798
They dissolved their branches before they went public.

>>69860873
Has a single member from any branch that was merged manage to start recovering because of said merge?

>>69867798
Indian branch is already a failure from the beginning. Noor was decent, but not enough to carry the branch. Plus no new gens since and no Indian events. Hence negligible

Korean got some members, but they barely got any views or revenue, and then got hit with management and feminist issues. Many people even agreed Korean merge with JP is a must. Hence negligible

Indonesian branch is a bit different. Unlike the two, it was a decent branch with Mika, Hana and others carrying it with decent management. Then I guess their profit wasn't big enough comparing to Chinese and English so they got merge too. The merge may have killed the branch, but it was also negligible for the company (that's why they merged to begin with)

>>69868670
For the KR livers that stayed they're doing much better than before. The key to being able to make it post-merger is to be fluent in Japanese.

>>69853344
Meds, now.

>>69865175
>Next week, date and time TBA: Doki's charity stream
I completely forgot about that. The odds of EN's talents doing something stupid for this occasion is very high, considering that they're not only incredibly petty, but their recent actions have demonstrated that some talents have not learned or understood why what they did was wrong. Instead, those same people are generally still doing dumb shit on Twitter instead of keeping their heads down and just doing their fucking job, which is talking into a mic and playing vidya or doing art/karaoke streams for 2-4 hours a day.

>>69867798
This has absolutely impacted the company, actually. On Feb 4-5 their stock was going for roughly 3800 yen, and as of this week it hit the lowest it ever did in 6 months. And this is after a stock split and a stock buyback for roughly 7.5 million USD.
NijiIN (EN 0) was also closed down prior to Lazulight debuting, and Nijisanji ID/KR were dissolved and absorbed into the main branch on April 15. According to a site that covers Japanese start ups in EN, the company filed for IPO at around April 30 and became publicly traded on June 8. They didnt take a hit in this case, but EN will be a special case due to how much trouble they've potentially caused their parent company.
https://thebridge.jp/en/2022/04/anycolor-files-for-ipo

>>69850328
Really makes you think why Selen was fired instead of getting a graduation.
Left last shareholder meeting.
Right the notice to shareholders.

That was sarcasm.

>>69867372
Pretty sure it was like 2 years ago or so when Calli talked about how mentally unhealthy it can be visiting places like this with her manager, and that she had to trust that if something she really needed to know about popped up here her manager would let her know about it. Reimu on the other hand has this board and warosu front page and center on chrome. If the livers are all wildly more active on here then the holo girls it's no real surprise it leaned so heavily in niji's favor for so long. All the nasty jabs and pokes and holodrama blowing up vs how often the same thing happened with niji prior to them shitting the bed. Wouldn't surprise me.

>>69868104
if we assume both posts are completely real, I assume the OP is an Enna post or someone with a comparable mindset that just thinks this is funny without actually thinking about what theyre doing beyond trolling people here and maybe muddying the waters, the second post reveals even more than the original post though, which is sort of funny, but it also implies a) OP contains information that isnt true and b) that OP could provide actual leaks if op cared. but op doesnt care, op makes one shitpost that makes little sense and provides no value, at best, its to get a reaction within niji, and based on the timing, if everyone is paranoid and wants this to stop, and clique wants to keep their jobs, shutting the others up by making sure they dont know if they can trust any of their coworkers and force them to at least outwardly fall in line makes sense,

if the second post is real, thats probably someone thats not in the inner circle of the clique, just wanting to go back to making money or its NDF that was given insider info by clique, or everything in there was just made up.
Its hard to say what exactly happened there, but I dont think that person is a genuine leaker. at best, its someone shitposting with halftruths, possibly with or without an agenda. I wouldnt trust either of them, even if I was sure that info was entirely correct.

Foreigners, this is your chance. Buy the dip now and anycolor to the moon yes, please

>>69868874
But they aren't succeeding because of the merge, they're succeeding because they got picked up by the Japanese unrelated to it like Bora, especially because the only ones who are still left are those who can speak Japanese on a good level except Gaon also like Bora. Nari is the big standout here, since she also got a buff from the Koshien along with just being cute, but everyone else has gotten basically nothing from the merge. If anything, they got more success from EN, since Suha has been very open about the fact that if not for the fact he was accepted by basically every corner of (his) globe he'd have retired long before he got his first costume since debut after 3 years.

Really the only thing you can tie directly to the merge was the fact that some of them got model additions, but when you look at them and how much time it took to get the very basics and how they've all been stagnating for years... it paints a pretty grim picture. To say nothing of ID's, which I've never cared about and don't even want to pretend, but between things like fanmail not being sent and Mika only existing because she collabed with EN's also says it all.

>>69869700
What is for sure is that Doki lives rent free in their heads.

>>69869811
na il do this

https://www.youtube.com/watch?v=3PTKwh_1Ejo

>>69860873
Nah, they might slow the stagnation of the main branch. Soon, the main branch will die out anyway.

>>69868959
2.5 billion yen is $18 million anon
Niji possibly burned through all their liquid assets for the buyback kek

>>69855886
To be fair, Cover stock did gain over 70% compared to last year. Recent dip is not that bad overall.

>>69870006
oh definitely, narcissists really hate public humiliation, theyre going to feel that for a long time. I really wonder whats going on inside clique though, groups that are that aggressive can end up eating each other after a loss and under pressure, since narcs are really terrible at taking responsibility for anything and will blame their allies if its between them and themselves.

>>69850929
Every time a talent leaves niji or holo and immediately has success it demonstrates to investors that people aren't there for the brand, they're there for the person. And if they are there for the person not the brand, the person has more leverage.

>>69870272

>>69866391
Sayu's fucking Live2D looks more 3D than some of Niji's 3D models

>>69850328
You are overestimating both people's and actual investor's reactions - the average joe doesn't make a stock go up and down, it's the big companies and big investors that do and those can recognize when a situation is nothing more than a storm on a cup of water - especially if you consider that NijiEN isn't where the main income comes from
>>69854299
/thread

>>69865717
When are we getting an offical IRyS GMK keycap set though

>>69870605

>>69850328
>spent more on buyback than their liquid assets
is this normal? it doesn't sound normal

>>69870605
Good for you sis.

>>69870605
except even JP has been posting about how major investors have shorted the stock (2,600 at 2,600,000,000).
not to mention, just the general panic and fallout if the stock dips under 3000. that would be lower than even pre buyback (a full year low) which could trigger auto sells (seeing as many seem to have 3000 as the fallback line).
this is not to mention that they pumped their stock most likely in preparation for their earnings in March. If it’s way below expectations, or even “unsatisfactory” (it’s possible, since EN has declined even before all this and at least 20% of profits were from EN in 2022)…
it’s a meltdown anon. I don’t think you’re seeing all the pieces here. it’s schizo, but this is all public info.
JP board is already melting down.

>>69870605
A CEO doesn't bow on stream for simple overreactions

>>69870605
Tick tock, Riku.

>>69870887
Kinda?

>>69850784
Jewvestors don't like how Yagoo is paying holos a very high salary which means less for shareholders, and he's insistent on keeping it that way. So it's just price correction instead of falling due to negativity.

>>69871195
Not to mention he fucked up the bow.

>>69870605
the jp market is saturated. investors want to see growth, and niji sold them EN as growthpotential and then they lost Pomu and Selen, the two most important female livers they had, then Kyo graduated, vox isnt streaming and there is a graduation queue. EN behaved like absolute retards and burned hundreds of million in stockvalue, and now they have to spend a lot more money on PR, real managers etc. while even the ones that are left arent making as much money anymore. They also missed Valentines etc. its going to be really hard to convince the investors that theres any growth to be had. Theyre getting owned by Indies, by vshojo, by holo and by doki, stagnation this year would be a massive win for them, but thats not happening, nevermind growth. Riku needs a new businessplan by mid march or things arent going to be fun.

>>69860580
>majority is held by Riku
Lmao he's fucking dead. He's gonna watch all his shares shrink and no one is going to take it off his hands.
Enna gets away with it.

>>69870887
it’s not normal anon.
their debt to equity percentage rn is 2% iirc (the script writes itself). which isn’t bad, but it’s puzzling why they would do a stock buyback this early in the game. Niji is not a fully established company: much of their value is on future growth potential, as typical of a tech company.
it’s as if Apple decided to buy millions worth of their stock in its early years to pump up their company’s value while spending nothing on developing stuff like the iPhone to grow their company.
stock buy backs are for more mature companies that have stronger foundations. not for a more speculative one like Niji.
look at hololive: no debt, and actually investing into stuff they hope will explode in the future (like Holoearth and the 3D mocap studio).

>>69870605
>the average joe doesn't make a stock go up and down, it's the big companies and big investors that do
Yes, which is what the entire thread up to this point has been about, but you're a faggot who only saw the OP and didn't actually decide to keep scrolling.

>>69871680
>and now they have to spend a lot more money on
do they even have money for that

>>69850328
>jump ship
no. let them drown. Fuck off, our ship is full, and we are not taking menhera yass slayy women onboard. Go to SS Vshojo or Phase Connect or whatever the fuck.

>>69871674
his hands were hidden behind in his back to convey he's mad as fuck instead of truly sorry

>>69871866
that’s the question anon
as in their spending reports, they spend literally peanuts on talent management: 2k per talent per year.
that comes out to 150 dollars per month.
what the fuck are they doing?
and they blew most of their liquid assets into a stock buy that crashed, also losing a net million in the process (price difference from average purchase price during buyback of 3200 to the current price of 3040).


they legit might have to take loans. and not the nice ones either

>>69871866
Id guess riku would easily be able to put a few 10s of millions in. I assume he has at least some money thats not tied up/or can be freed. probably has decent credit too as a billionaire.

>>69850328
I'm a retard that don't understand anything about this but I just can't find a reason why nijisanji would sit on this much cash
Anycolor - https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/146949/00.pdf
Cover - https://contents.xj-storage.jp/xcontents/AS05169/5c186d15/b351/4615/b310/e3b50f1aeb1b/20240208140545356s.pdf

Cover, being the smaller company too, has gajillion times more infrastructures than anycolor. The cash shit is just weird to me, having that much sitting doesn't make sense on a financial management perspective.

>>69870777

Sorry investment retard here, can someone please explain what is this "stock short selling" things and why will this impact the corporation?

>>69872122
but that’s the thing: much of his actual “wealth” is in the stocks. He owns over 40%, remember?
if he wants to actually “get money” to fix this issue, he has to sell (liquidate assets)
and if he sells, the stock price drops.
And if price drops…

>>69867855
They literally cannot do that since every other branch for Nijisanji has been a massive failure. EN dying means to investors that growth in the global market is doomed for Anycolor.

>>69872200
basically, shorting a stock is like betting that it’ll fall, due to earning reports, genera reputation of company, or whatever.
(the opposite of a short is a call, basically betting that the stock will rise)
currently, there are some bigwigs in Japan “betting” that the stock will crash below its current price.
which means they don’t have confidence the company will turn it around and is trying to cash out on the company’s downturn by pressuring the stock price to fall.

>>69870887
>is this normal?
For an older, established company that doesn't have much room to expand but plenty of liquidity at their disposal, probably. For a relatively new company like Nijisanji? Absolutely not

>>69872200
Nobody considers it reliable enough as a long-term investment, so it's being treated as literal zero-sum gambling

>>69871680
Anycolor is banking on Nijifes saving their Q3 this year because Nijifes didn’t happen during Q3 last year.

>>69872200
Normal stocks you buy, they go up, you sell, you make money.
Short selling is the opposite. You borrow share(s), sell them, and hope that it goes down to re-buy at a later price. You pocket the difference.
Short selling is somewhat riskier than buying it like normal. If you spend $20 on stocks, the most you can lose is $20. If you short $20 worth of stocks, you can theoretically lose infinite money if the stock rockets up and you don't buy it back.

>>69872238
Growth in the EN market is doomed anyhow as more and more shit keeps on burning any potential buddings roots. They can either cut off the tumor now and try to salvage what they can, or they die a slow agonizing death as one branch after another like a series of organs starts shutting down. And then JP businesses will just be further reinforced about seniority because "Hey, this young business owner burned their own company to the ground. Haha, what a moron"

>>69872029
Stay the fuck away from Phase Connect, it's fun and comfy here and sisters would only ruin it.

>>69852467
japan does not care about the uki drama in the slightest. you're an idiot.

>>69872234
the stocks are less than 500million tho right? its just 70billion yen.
obviously he cant sell those. but isnt his networth like 3 or 4 times that? A lot of that will be tied up in assets as well Im sure, but he cant not have like a 100mill in sth he can get his hands on within a few months right?
sidequestion: do we know if the anycolour stocks were bought with actual anycolour money? since riku bought them and owns them now, was it his private money and not the company liquidity? is that why he was so fucking mad?

>>69872480
Im german, we have really heavy stockexchange laws. Basically, shortterm gambling is possible, but state makes you pay 50% or so taxes on it (is what my uncle kept saying when he was still alive, like a decade ago), how is it in nippon?

>>69872698
I love you, paper-mache Tucker Carlson.

>>69872698
An older businessman can buy off anykara at it's lowest, but I don't think anyone wants to touch them at the moment.

>>69872712
too late i am already a Panko fan

>>69866563
I feel sorry for them, they seem earnest.

>>69872981
Imagine just wanting to enjoy chuubas, but you have to spend your free time moderating dramafags. I really do not envy him.

>>69872698
>Growth in the EN market is doomed anyhow as more and more shit keeps on burning any potential buddings roots.
If I was an investor I'd be worried about this, because the only thing an investor knows is growth. Most of them probably don't give a shit about what a virtual youtuber even does, but sparks will really start flying if it's made clear to them that NijiEN has destroyed almost any chance of growth in the west.
The whole controversy basically went mainstream, and you know how some content creators that nuked their own reputation are not going to ever salvage their reputations. Colleen Ballinger and iilluminaughtii are two that come to mind.

>>69850328
>>they legit burned through your money on doing dumb shit, and now they have nothing: no management, no stock price, no overseas branches that actually function, nada.
Called it, when Riku announced the buyback I knew it would end bad, the retard is treating stocks like a casino, that was not the original purpose of that market.

>>69872737
they just posted an article and the anycolor stock forum is literally blasting news about it. it’s going mainstream rn with that translated video as well.
they absolutely do know about it >>69872744
his net worth is tied to the company. sure, his pay is a lot higher than yagoo’s or whatever, but that doesn’t mean he has enough capital to right the ship after all this much neglect.
100 million USD is probably unlikely, I doubt he even has half on hand. remember, he’s a college drop out who’s probably not that good at handling his own money if the company is a reflection of his own finances.
it’s the company’s money. They used their own assets for the buyback anon. It’s stared in the IR. It was agreed upon by the company board.
much of it went to riku, but other executives got a cut as well. In total, Riku+executives own about 49% of total shares.

>>69860907
there's definitely a few glowies here just shitposting and talking about their oshi

>>69873086
Only way to start building trust is to publicly execute the bullies they retardedly self reported on.

Oh? Is that a newly publicly traded company? Lemme apply for that lah

>>69872123
>$150 a month
Are those managers working 5 hours a week? What the fuck? Or are they paying them peanuts?

>>69873292
>inb4 pippa

>>69872679
>>69872480
>>69872391
I see. This will also scare a lot of smaller investor right and thus lowering the price even more?

>>69873427
below 3k it gets delisted kek

>>69851272
is the stock dropping this much actually directly related to Selen? I mean the beginning of it being Feb 5 is too strong to be a coincidence, but Cover's stock also being affected kinda makes me wonder if something else is also in the mix

>>69860873
>If niji merges EN into the main branch, will they begin to recover?
It would be like moving a fire indoors because the rain is putting it out. They have issues with management across language barriers. They should focus on solving that instead.

>>69873427
It definitely will scare the normal investors. You don't want to be the one holding a stock when the dip is imminent, so they'll also sell to keep their gains. Once it drops below a certain number, more people are likely to hop on, with the hope that they're hopping on the right time that they can "ride the wave" back up.
My dollar store stocks knowledge, glancing at the stock graph for the past year or two, says that people are most likely to buy back onto the stock at 3000, 2700, and 2000 yen, if it hits those lows. But that's just my observation, looking at it from the perspective of an amateur stock trader.

>>69873414
i remember anons talking a few days ago that they are hiring bilingual people with experience for $8/h

>>69872737
https://youtu.be/DGQ7-w6mA74?si=2DpnckO8KhNF-jQ5
He's currently getting roasted by nips

>>69873086
it is absurd the sheer amount of content this controversy. the lawyer stream got over 10k concurrent viewers, the dramatubers are continually getting views on the hundreds of thousands. fucking asmongold made another njisanji video 18 hours ago. this fuckup is on such a grand scale...

>>69856045
In my opinion, it's not a form of harassment.

>>69873836
imagine the seething that people farming drama are making a bank while they bleed money

>>69873744
Bilingual managers for $8/h, yes. They'd make more at McDonald's.

They even pay their lawyers fuckall, they had an offer for something like $24k/yr for a fucking lawyer in Tokyo. Anykara is a joke.

>>69873414
it makes sense when you do some math and realize that a single manager is probably handling a dozen livers at once

>>69873427
the average shareholders are already panicking anon, that’s why this situation is looking like it’s uncontrollable.

>>69873739
it was definitely due to Selen. remember that IR about “negligible” was also posted in Japanese for the shareholders. not to mention, the stock has been continually declining since then.

>>69873739
yeah, there was a panic sell on Thursday that I mentioned. 3160 at opening to 3040 closing. And the stock dipped as low as 3020 at one point.
it’s definitely dooming time

If Elira had some hand in it, and she's in Japan, isn't she royally fucked figuratively or literally?

>>69873744
They were accepting applications for those positions. I'm not sure they'd be able to hire anyone who's bilingual on the business level for $8 an hour.

>>69855258
I doubt Zaion will release anything at this point, even if she was very depressed on her member post she just wants to move forward with her life.

>>69874070
Dramatubers telling Niji that they're now able to buy a house due to how much coverage they've been given to work with.

>>69872737
Not before the EN -> JP translation vids came out they didn't kek

>>69873283
>but other executives got a cut as well. In total, Riku+executives own about 49% of total shares.

thank you, I didnt know about the executives. I guess the buyback was as much of an attempt at pushing stockprices as an attempt to prove that the execs "believe" in the future of the company, and now I bet theyre all mad as fuck
do we know how much money the company needs to keep functioning? ie. expenses, revenue, profit?
Im sure I saw this somewhere but Im too stupid to find it. how big is their cushion?

>>69873414
tokyo minimum wage, 8dollars an hour. Also, not fulltime.

>>69873652
no that is selen. selen was the most important female liver, and pomu had just left, and kyos graduation was announced, and they kept fucking up SO MUCH that the CEO had to bow to gaijins because of a "negligable" loss. investors didnt forget that the messages the mainbranch put out to investors about the whole thing being negligable caused a second shitstorm here, which at least shows the mainbranch doesnt understand whats going on in their own company or in the market they want to "grow" the company in, and then the EN branch did the stream and it broke containment and every big normie talked about it.

covers stock dropped as well, but for other reasons. they showed their quarterly numbers and they were worse than expected. Though as another anon already pointed out, Holo is still up like 60% or so year on year, and they didnt just spent 2.5billion to stabilize their stockvalue just to get it wiped out again immediately by being retarded. Cover has been growing over the last year stockwise, but anycolour has basically stagnated stockwise for about a year or so.

>>69874169
They've got to be willing to run closer to cost for a while to get back to profitability and growth, but given their track record...

>>69873652
Covers stock also took a hit because a lot of investors had no idea of what they invested in beyond "streaming anime girls". After the shitshow they realised that the industry is full of insane menheras who hate each other and can annihilate your holdings over high school bitch antics so they are making an exit.

>>69874070
false's videos generally had like 80K-150K-ish views before february 5th. after the termination, most videos are over 200K, selen/doki videos regularly over 300K, with some in the 400K. dude's been making bank with all the drama niji's feeding him.

>>69874416
At $8 an hour, that's still only ~20 hours a month. 5 hours a week to manage multiple people, organize events, etc. At this point I wouldn't be surprised if Elira genuinely did act as a management liaison because of those 5 hour a week managers.

>>69874416
That gives me an idea. Pursuing legal action against a japanese corpo is a bad idea because they're going to delay it, but they can't do that if they're currently on fire. If Selen wants (and I know she doesn't), she can totally kick them when they're down and actually win it.

>>69873652
Cover investors are still pissed that the girls get high compensation because they feel like that money should be theirs instead (iirc they flat out used Anycolor as an example they should follow).

>>69874674
doesn't help that Niji tried to terminate his channel a year ago
https://www.youtube.com/watch?v=uEQMmXDVxdA

So False has every reason to be as vindictive as possible against Niji.
Poetic too, because this aspect of Niji's bad rep is also their prior antics biting them in the ass.

>>69854223
Kyo getting any shit at all for this was surprising because even the Korean Ministry for Tourism is huge on advertising the country as a global hub for cosmetic surgery tourism, going so far as to recommending individual clinics.

>>69874674
I personally hate that little cocksucking faggot FalseEyeD and would love nothing more than to put a bullet between his eyes or catch him at a con and snap his neck.
But the nijifags are making me agree with false on this shit.

>>69874861
if gachas taught me anything is that Koreans have the frailest ego in the planet. They will take offense to absolutely everything

>>69874810
Such silly bastards at Anycolor. Everyone knows that if you're going to be corrupt and stupid that you need the media ON your side, not against you.

>>69865175
March 10: The anniversary of Zaion termination

>>69874810
I'm lukewarm towards dramatubers at best, but shit. Weaponizing DMCAs is something that'd make even me vengeful as shit.

>>69874802
It's shit of them but also is understandable if you frame it holoEN terms. The girls make fucking bank, then start ghosting once they are loaded because they have no incentive to make line go up beyond their comfy paypig member income.

>>69874964
Koreans are Chinese levels of crazy when they get offended

So from this
>>69874080
If the sixth EN 3D pump and dump fails, what happens next?

>>69875228
>chinese levels of grazy
Well when a concentration of them live in city smog and lack of oxygen, that starts killing off brain cells.

>>69875057
>>69875168
I also like that False and Khyo used to be on very bad terms as dramatubers, but that instance of Niji trying to dmca them not only solved their difference, but also have them coordinate the drama against Niji.

>>69853697
Anon it has heterochromia, of course it's gay
... oh it's heterophobia, same difference

>>69874155
I dont think she is fucked. it doesnt look like she will get fired, if they were just going to terminate her, why get her special PR coach classes? shes probably going to be on a shorter leash now and I assume theyll send some tardwranglers, but we already know theyve no clue what the fuck is going on in the western market. Elira may have fucked up with her narc antics, but its not like she doesnt have the theoretical knowledge, about the branch, the people in it and the market. I just assume theyll make her pure management but wont let her decide anything big on her own anymore. But I doubt they can afford to let her go before theyve learned what the fuck is going on. they also probably paid her a lot of money so she could go to tokyo, get a visa and get an apartment, I dont think theyll serve her head, I doubt they can afford that. I would fully expect them to terminate enna millie or reimu first, but I do also think theyre likely to let them keep their positions because someone has to run the branch and even if they suddenly start paying money, theyre not going to find someone with more actual experience. They just have to make sure they keep those corrupt powerhungry menheras tied in their basements and gag them on twatter.
Elira specifically can easily point at the other three though and blame them for a lot of the fallout, since they all said a lot of dumb shit on twitter, and elira only started getting flak when (this is what shes gonna say not what I believe) she "decided" to take the heat as branchmanager and senpai with that stream, then she can argue that she selfreported them all in that stream to take pressure off the company and put it onto those three livers instead and take accountability. its obviously not what her goal was, but thats not something she needs to admit to the japs, theyll hear "hail riku" and think shes an idiot, but at least shes loyal. niji needs to get to stream and make money, they cant shut down the branch until they find some retard that understands the market and the talents that are still there.

>>69853697
>how can anyone watch this guy?
probably homos and women of color.
likely homo of color

>>69875171
I don't think investors care whether a talent streams or not as long as they're profitable.

>>69874416
their profit margins are still significant (higher than cover)
but they’ve done fuck all to actually materialize improvements for the talents and the company.
only time will tell.
IIRC their cushion is probably at least a few million.
but if they spend more… their shareholders will get pissed that the profit margins are declining.
it’s a lose lose. they sucked off their investors too much, and now the only moves they can make are pissin them off more

>>69853344
this but unironically

>>69875309
Massive morale demolition for the fans, but it could be devastating if the nips were to understand how much money they've been shitting away with these recordings and business trips.

>>69875171
anon, Gura doesnt stream but her sushi merch in Taiwan just entree cover a million dollars.
I shit you not. Check r/hololivestats
even when they’re not streaming, they make cover bank due to merch, collaborations, special events, etc.
So in cover’s (correct) perspective, they see the talent themselves are worth investing in, even if the retarded shareholders want better margins.
because at the end of the day, people buy because the talents themselves.
riku still hasn’t figured this out yet, for some retarded reason. Hence the shitty merch and the internal problems with their livers

>>69873428
>he doesn't know?

>>69874810
if this isn't karmic justice, i don't know what is

Someone needs to convince sisters to turn this inevitable fall into Gamestop situation.

>>69875936
Word you're looking for is 'brands'. The talents themselves are brands, and very valuable ones. They're essentially celebrities in the weeb communities.
I have no doubt that Gura wanted to graduate at some point, within the past year or so, and the main thing that stopped her is Yagoo holding a five minute dogeza in front of her begging her not to.
Gura and by extension her brand is incredibly valuable. Cover would probably move heaven and hell to ensure they won't lose her anytime soon.

>>69876077
Uki definitely runs a Blue deck.

>>69874313
In April she will be having interviews with dramatubers.

>>69875680
if we assume a drop of 50% in EN revenue, and an increase in cost of 150% (for the branch) for the next 2 quarters before it gets better with nijiJP stagnating, is that a threat to the companies liquidity, or will that just reduce their profit margin a bit? Assuming stockprice does stabilize where its now.

>>69875936
Gura is the exception rather than the rule though. I'd have to look at some numbers but I'd be pretty sure the ENs that got lazy saw a drastic reduction in profit overall.

>>69871819
>the 3D mocap studio
The biggest takeaway from the mocap studio is the fact that even if the vtubing market disappears overnight, the studio can still generate revenue for the company by being rented out for mocap(for video games, movies, etc) and song recordings, and in the worst case scenario it is still physical assets that can be converted to money.
The 20 million Cover dumped into the studio has a future beyond vtubing, the 20 million Anycolor dumped into the buyback has no future once their ONLY source of revenue shits itself.

>>69876571
50% drop in revenue is generous and I doubt that increasing their management costs by that much will be enough to make up for the shitstorm that was this month. Niji could feasibly weather this out, but investors are physically allergic to anything but short-term gains. So we'll see.

>>69876334
he wouldnt play magic because theres white

>>69876761
do you know what nippons laws regarding short term stockgambling are? theres a few EU countries where thats just taxed to death and not feasible, which is why the only people here (that Ive met) that do daytrading are using the US stockmarket. I kinda assumed the japs would have hardcore laws about that as well, is that not the case?

>>69874416
>covers stock dropped as well, but for other reasons. they showed their quarterly numbers and they were worse than expected.
Just wanted to make a quick note on this. Cover's quarterly numbers were actually better than Cover expected and they upped their forecasts by some 20%. However, financial analysts (who know nothing about the actual business of vtubing) predicted they'd grow a frankly absurdly unrealistic amount which they could never and obviously didn't reach so it looked bad to other people who don't know cover and the vtubing business. BTW, these same analysts also expect retarded growth for anycolor which they can't possibly reach even if they didn't have these issues.

>>69858812
Or RIP the leaker I guess
>inb4 Elira told each member of the clique a different date to rat out the leaker

>>69860873
NijiES bros there is hope

>>69877059
ty, I didnt know the details, so that means its going to be hard for Riku to sell higher expenses and an income crash to investors, Id assume theyd potentially also see a drop in jp revenue, simply because recession, less spending, less money etc. but thats going to hurt their stocks

>>69877122
the 23rd as a date wasnt confirmed to be LK, when he first mentioned graduations, he didnt put a date, and its also possible that the JP branch just stopped all announcements for graduations until mid march because investors and that the 23rd was accurate like 6 days or so ago. We dont know. it doesnt invalidate leaker-san or LK though, and the date cant be linked to them either.

>>69858812
Okay, but will Petra be alright?

>>69877059

>>69877299
>dos percento
Aye chihuahua!

>>69877122
>inb4
OOF, hopefully some of these Livers are smart enough to not take bait, unlike their yappin coworkers

>>69877937
>yappin coworkers
Speaking of which, a certain someone on twitter just can't shut the fuck up.

>>69876899
I think I once saw a black person playing it