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2023-11: Warosu is now out of extended maintenance.

/vt/ - Virtual Youtubers


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File: 214 KB, 1440x1020, Screenshot_20240304-160310.png [View same] [iqdb] [saucenao] [google]
70582063 No.70582063 [Reply] [Original]

BUY HIGH SELL LOW

>> No.70582560

>>70582063
>get a collab with Google
>as in Google
>as in GOOGLE Google
>among the richest companies on the fucking planet
>stock goes up 200 yen
>
>
>the next day it starts sinking again
Wonder how investors see this.

>> No.70582608

>>70582560
What collab?

>> No.70582619

>>70582608
https://store.google.com/intl/ja/ideas/google-pixel-color-magic-studio/

>> No.70582660

>>70582608
On the JP side
https://www.anycolor.co.jp/en/news/srlvzf_73m7

>> No.70582663

>>70582560
To be fair Google did a Black Company a few days back so their collab makes sense

>> No.70582803

>>70582560
It is priced in

>> No.70582879

It's actually impressive how dramafags manage to make /biz/ look intelligent.

>> No.70583079

>>70582803
HOW IT'S COMPLETELY UNPRECEDENTED

>> No.70583125

>>70582063
So this is why sisters raided /HAHA/?

>> No.70583225

>>70582660
Who are the orange haired and red haired dudes? The rest I recognize.

>> No.70583349

>>70582063
i dont understand stocks.

but is it possible for niji to fabricate financial report revenue?
something like tranfered jp revenue to en or counting 4 months period revenue.
i honestly think niji will pull it after nijien disaster lol

>> No.70583440

>>70583349
If Anycolor Inc pulled out, it will go bankrupted, because all investors would see that as a sign of stagnation. So they'll try every best they could to keep it.

>> No.70583636

>>70582063
And this is after a buyout. If the title crashes there will be no way to recover it in a financially stable way.
The negative PR mave be a debuff but this is quite literally pain.
Most sites I saw seems to bet on a negative trend and to sell. The few hopeful are waiting for a big crash before buying back, but it would still be a lot of money they burned and never recover.
And if it gets pulled just before investors meeting and fiscal year end, Riku may decide to golden parachute himself and sell or shutdown the company. People in only for the money hate when they have to fall on a sword to save it.

>> No.70583728

>>70583225
Orange-haired dude is Usami Rito, debuted last year.
Red-hair is Lauren Iroas, debuted 2021 and actually pretty infamous for somehow maintaining huge popularity despite getting caught in multiple scandals.
If you're ever heard of a NijiJP dude who got suspended for having pirated nipple play porn he accidentally flashed onstream, that's Lauren.

>> No.70583877

>>70583125
No, the homofags did an offcollab and Milord appeared and thanked his fans and asked them to keep fighting for him (wink, wink, nudge, nudge).
All the chinks on nyfco almost had an aneurysm, and they predictably started astroturfing on slash vee tee slash.

>> No.70583943

How much longer niji should wait until they allowed to buyback again?

>> No.70583979

>>70583943
approx. 5 months

>> No.70583986
File: 55 KB, 636x893, Investors niji.png [View same] [iqdb] [saucenao] [google]
70583986

>>70582560
>Wonder how investors see this.

>> No.70583990

>>70583877
>Keep fighting for him
This can’t possibly be the words he used. He’s gonna get eaten alive by the west as an enabler.

>> No.70584001

>>70583349
Not exactly fabrication, but I remember them pitching the reason for EN's decline as "viewers transferring to the main branch".

>> No.70584031

>>70583986
Can I know what site that is?

>> No.70584080

>>70583990
https://www.youtube.com/watch?v=mGr3aSFSIUg

>> No.70584109

>>70583877
>Milord appeared and thanked his fans and asked them to keep fighting for him (wink, wink, nudge, nudge)
>English manipulator rallying his army of maladjusted Chinese and Filipino women to froth at the mouth and fight on his behalf.
Bro using unironic colonial tactics rumao!
This is the vtuber landscape we are living in today.

>> No.70584116

>>70584001
You mean the one investors lamented it’s overly saturated? I can’t believe they are gonna buy it as positive after seeing that.
Then again most investors are idiots who you could sell them the moon.

>> No.70584117

>>70582560
according to the words of the poster on the yahoo bulletin board
>EN revenue cut down from 6 billion yen to 2.5 billion yen EVEN BEFORE this disaster started.
>Niji is consistently missing a lot of earnings predictions this year (though, Hololive also misses these since they're insane predictions). Regardless, Niji's revenue is looking at a slowdown, slower % rise than Holo's.
>Thursday (the day the stock jumped up) was dominated by Sony picking up as many shares as they could and day traders hopping on the mix to pump the prices
>Friday, when the decline started again, saw most day traders jump ship and the stock sinking
>Very low volume of trade, along with the fallback line now seemingly at 3100 seems to support this.

so yeah, it's not looking too hot for niji
Q3 might be saved by NijiFes, but unlike Holofes, it isn't as big IIRC.
And with EN earnings already sinking... we might actually see stagnation or narrower growth... Which will lead to another panic and firesale.

>> No.70584126

>>70583877
Jesus fucking christ that dude has not learned his lesson clearly

>> No.70584151

>>70583979
from now? or after their buyback?

>> No.70584175

>>70584151
from now

>> No.70584211

>>70584117
>Q3 might be saved by NijiFes
I very much doubt that because 100% the word growth will come up and he will no answer for it, since every overseas branch has died or is losing money

>> No.70584227
File: 34 KB, 670x443, Investors niji kek.png [View same] [iqdb] [saucenao] [google]
70584227

>>70584031
fuck I don't remember got it from /#/, Yahoo Japan or if not Hero Hei dramafag uses it in his videos about niji investors says what it's called

>> No.70584247

>>70583349
no, because then any and all investors (including some of their big ones like Sony) will fuck them three ways to sunday and get a nice cash out from Niji's assets.
so even if it will kill them, they will still post a truthful (if slightly dressed up) earnings report.

>> No.70584295

>>70584080
Time stamp I'm not watching that shit

>> No.70584314

>>70583728
Oh that's him? I thought he has lighter hair and wears glasses or is that other liver?

>> No.70584343

>>70584175
they're overleveraged rn iirc.
so they can't even buy back that much
they still have around $60-70 million in capital assets (liquid assets + assets they can sell quickly for liquid).
but doing another buyback, or even a dividend, would just signal that the company itself thinks it has no other options and is trying to pump up stock prices artificially.

YOY:
Hololive: 80%
Anycolor: 30%

So Anycolor's stock has actually grown less than cover's despite them doing a ton of fuckery to jack up their own stock price.
without that stock buy back in December/January, they would be sitting at around 2400... lower than Cover's.

>> No.70584358

>>70584031
Yahoo Japan comment section I believe. I remember those types of screenshots being posted in /#/.

>> No.70584384

>>70584295
that nig comes in at around the 5 minute mark. I aint rewatching it to get a timestamp, I'd rather pull my teeth.

You can also go on nyfco and see the sisters reacting and coordinating after he appeared and made the comments

>> No.70584386

>>70584080
>All the boys
>Cocx special apparence
>18k view in 3 hours
And this with all the sis knowing? I’m starting to feel thst SEA may not be this holy save after all if Vox returning can’t even make a video explode.

>> No.70584416

>>70584384
Thanks

>> No.70584419

>>70584314
If you're thinking of a dude with light brown hair and glasses, that's Oliver Evans, you might have gotten the wires crossed since they're wavemates. But yeah, red-hair is the nipple man himself Lauren.

>> No.70584430

>>70584386
peak ccv was 4view. The highest I noticed was like 8k people

>> No.70584435

>>70584031
Comment section of Yahoo Japan's Finance page for Anycolor stock. https://finance.yahoo.co.jp/quote/5032/bbs

>> No.70584441
File: 28 KB, 627x463, Board.png [View same] [iqdb] [saucenao] [google]
70584441

>>70584116
tldr: they're not meeting expectations (mentioned above, they are unrealistic). but the problem seems to be a lot worse.
they're heavily betting on q3 and q4 to boost their image/numbers.
Basically, they need almost double the amount they earned in q2 to make it even look semi-decent for the investors.
which might not be possible.

>> No.70584448

>>70582063
Can someone explain to me, as a person who has zero background and understanding of what I’m looking at, how this is bad for Niji if it is?

>> No.70584460
File: 102 KB, 1463x927, 1697288081270871.png [View same] [iqdb] [saucenao] [google]
70584460

>>70584343
They have enough outstanding shares to potentially try another buyback campaign in September

>> No.70584501
File: 24 KB, 630x298, Board (2).png [View same] [iqdb] [saucenao] [google]
70584501

there's also this quality comment.
as mentioned, NijiEN earnings were already WAY DOWN before this scandal hit.
IIRC, EN was like 20% of revenue? So it's declined probably around to 10%
And that decline is hitting terminal.
which means, EN is no longer viable financially (to some of the shareholders) and the delusion of it being their big next thing will go up in flames.
it is NOT looking too good for niji rn. their numbers are already stagnating compared to holo, and EN's share of the revenue is tanking.

>> No.70584533

>>70584460
IIRC from someone else analysis, they only used 1/6 of their treasury to do a buyback. That's not insignificant but it means they still have enough cash to do another one. But no one is going to see it as boosting the stock's value and it's going to be used as exit liquidity for investors who want out.

>> No.70584600

>>70584533
That's what Sony did. The bump to 3200 (by buying up 3600000 shares) was done so some indie investors could dump their bags. Namely Yuzuru Honda.

>> No.70584607

>>70584460
>September
Ain’t it man. They can’t go full radio silence all that time. Hell I will be surprised if they can go without a scandal all that time.
And when that happens everything will come out again and it will be 10 times worse

>> No.70584666

>>70584448
they used $18 million of their own money to buy back their stocks, to artifically inflate their stock price.
was already a pretty strange move: buybacks are only usually for companies that literally have nothing else to burn their money on (ie Google and Apple). niji, while somewhat established, is HEAVILY reliant on future worth rather than current worth (ie, investors think it'll grow bigger and bigger every quarter).

hololive spent $18 million on their new studio, spent a lot of money on Holoeart, and lining up more collabs/merch for this very reason (spend more now, to get a bigger payout later).

this occurred in December/January. so it finished up right before Selen's termination.
selen's termination (and possibly that dumd as shit IR statement) spooked investors.
que mass sell off. so while the company managed to pump its stock value from 3100 to 3800, it crashed to 3100 again.
while they're still profitable and have plenty of capital assets, this is not a good look and they can't do anymore buybacks (not until august). i think they might not be able to do it at all, cause they need 25% to be outstanding (and I think it's at 73% rn?)

tldr: company played with its stock price (to pump up the numbers). selen terminated. company nukes itself. stock crashes into the gutter.

imagine if you bought items in maplestory. you hog a specific item you think is profitable so you have premium sell costs/mark ups. then the market crashes, your items are worth shit, and you can't sell cause no one wants to buy

>> No.70584682

>>70584600
Sony did that because the google collab was gonna give an extra kick and people could sellout, but what next? Sony is getting to play the game because most people don’t know thry have shares in it. You know the word “boycott” creams all xer pants.

>> No.70584721

>>70584600
yeah and the day traders caught on. that's why on thursday, the stock price shot through the roof, but it already started to slow/decline towards the end of the day.
sony still has 5%, and i doubt they want anycolor to crash. so they might be keeping it above water for now.
but if q3 isn't good, they might jump ship, maybe not all the shares, but enough to tilt the ship.

>> No.70584763

>>70584448
Mr. McBucks buys a 100 shares for 100 dollars in the company in December.
Line goes up, Mr. McBucks can sell his 100 shares for 120 dollars.
Line goes down, Mr. McBucks has to sell his 100 shares for 80 dollars.
Selling his 100 shares for 120 dollars makes Mr.McBucks happy, selling his 100 shares for 80 dollars does not.
In December the shares were valued at 3700-3800 yen, today they're valued at 3110 yen. Mr. McBucks is a very unhappy boy.

>> No.70584778

>>70584607
the worst thing is, the Nikkei (basically Japan's NASDAQ) hit a record high today.
and niji fucking collapsed in stock prices
maybe there is a god after all.

>> No.70584874

>>70584666
In hindsight, people have to be thinking was it really worth it, not letting her upload a fucking mv she paid for.

>> No.70584947

>>70584666
To make is simple
>Title crashed 20% out of bad company decisions.
>EN market trust all time low.
>Big partnership didn’t float the stock back to any gain.
>Everyone with stocks is at net loss.
>No reason to predict future growth.
>Lost economic partners shipping merchandise.
>Stil niche market.
>Direct opponent future growth better than yours.
>Limited in price inflation by past decision that have not paid back.

Seriously, all the arguments I’ve not heard for a crash is to speculate on the title or worse, bluff to the investors. And there may be graduations incoming and people are circling them waiting them to fuck up again.

>> No.70585017

>>70584947
I swear to god if Riku pretends everything is fine just for March 14th and then bails out with a golden parachute while announcing multiple NijiEN graduations...

I would forgive him and wish him the best of luck in Bali.

>> No.70585038

>>70584874
I mean it’s even worse when you realize Riku admitted mismanagement and you read the document they posted again.

Management didn’t just answer her late, they answered her PAST THE DEADLINE that everyone, even the fans knew. We got that wrong, she could have simply respected the deadline and a problem invented on the spot was issued later.
Management literally missed a deadline and they are getting away with it. That is proof of gross incompetence.

>> No.70585071

>>70585017
He doesn’t even need to say everything is fine. It’s just business, he will lose the company value but not his money. Everyone else will get royally screwed, yes, but not the rich people in that room, I can assure you.

>> No.70585122

>>70584947
Realistically, will Anycolor suffer from this whole fiasco? They’re obviously gonna walk away, albeit damaged. But with all that said, what can they do to minimize the fallout of everything?

>> No.70585161

>>70584947
yeah this is what most people don't get... NijiEn is done for at least financially. Their revenue has actually declined since a peak in 2022, and this scandal blew up any remaining public goodwill.
they chose the worst time to pivot to asia. China is in an economic meltdown with the worst deflation rates since the ASIAN FINANCIAL CRISIS. SEA is doing mostly ok, but if the recession hits multiple major countries, it'll trickle down to SEA countries.
ironically enough, the US seems to be the only country NOT getting caught up in this economic shitstorm. and that is where the prime EN market should lie, which Holo now has a death grip over.
basically, Niji won't die today or tomorrow, but a very slow and painful slowing of growth that will eventually lead to stagnation.
after that? all bets are off. investors are probaly going to jump ship way before that, since they mostly care about future potential (which Niji isn't showing).
Remember, Niji only reported about a 30% increase in revenue for Q2 compared to the previous year. Holo reported over 50% (and it was a 30% upward revision too IIRC).
so basically, holo beat Niji in revenue increase by double in terms of %. and remember, Holo has Holofes THIS MONTH which will basically put their revenue through the roof for q4.

>> No.70585258

>>70585161
I thought deflation was supposed to be good

>> No.70585302

>>70585038
Editing out livers, I imagine is also something that would have taken a lot of time, work and money.
They would have to edit out the livers and draw new frames to fill the dead space and seamless sync with existing audio.
Missing the Christmas release date would have also made the mv loose its value.

>> No.70585384

>>70585258
Nah. You ideally just want low inflation amortized over a long time. Deflation can be okay in the shirt term but is usually a herald of a hard stagnation in your industry, lowering consumer spending, etc.

>> No.70585493

>>70584441
>Doubling revenue by March 14
>Major liver left
>No one is streaming and those who do barely get numbers
>EN trust gone
I may be a commoner but I don’t see how march 14 is gonna go and good unless they bluff their ass off.
Wait…didn’t a lot of people hinted something was happening in the middle of march that would be another mess for them to deal with? Could this be connected?

>> No.70585508

>>70585258
Think about it like this anon.
Why does deflation happen?

Well, inflation happens because people are getting their pay raised (somewhat), more money is being printed, and people are buying, thus companies move up the price a bit every quarter to get a bit more profit. Since pay somewhat matches inflation, it's not a huge issue and it's just "normal." This is why 2%-3% inflation is optimal, since it's a sign that all is well (people get paid, they're using it to buy, corporations raise prices cause pay gets a bit higher and they want more money, etc.)

Deflation happens because the consumers AREN'T spending. They have no confidence in the economy, and think that they should hog money and wait for "their chance."
Since people aren't buying, prices drop cause businesses want people to buy.
But people still don't buy.

This means businesses go under, logistical lines crash and they start cutting labor/volume of supply, factories close cause lack of demand, people lose their jobs cause of this, which means less people that have purchasing power to buy.
Which causes a feedback loop of the economy crashing onto its own weight like a house of cards. Think of supply and demand: when there is high demand, there is high supply. When there is low demand, there is low supply, so the economy just... stops producing. Or at least, starts reducing how much it produces so it doesn't overproduce.

tldr: deflation is bad because it means the consumers have no confidence in the economy. no consumers means businesses lose money cause no one is buying, hence shutting down factories and jobs to compensate loss of revenue. this leads to unemployment, which means fewer people buying. infinite loop of shrinking.

>> No.70585546

>>70585493
february is q4, that is their last saving grace for nijien. so it won't be in their q3 report in two weeks.

but yeah, riku will need to pull out some miracle out of his ass to convince investors not to flee.

march 14th (mid march) is their earnings report and their shareholders presentation. it's when riku gets grilled by shareholders.

>> No.70585590

>>70585493
>Major liver left
The top female talent at the start of the year were, in order: Pomu, Selen, Enna, Elira, Rosemi. Pomu left, Selen has been terminated, Enna and Elira's reputation is nuked. They didn't lose a major talent, they've lost their two biggest female talents and the two below them are in a desperate PR situation.

>> No.70585665

>>70584117
Main branch probably will look ok, the problem is Riku touted NijiEN as a pillar of the company's growth and that pillar continues to crumble. Even worse, Anycolor has folded overseas branches 3 times before and EN is lining up to be the 4th. They've made it very apparent they don't know how to operate their business outside of Japan. Investors can't be thrilled about the stocks of a company that can not manage overseas branches when their main competitor can.

>> No.70585735

>>70585665
the problem is, all signs are pointing that it's not going to be ok long term.
yes, they're still profitable. insanely so, don't get me wrong.
but they've taken all the wrong steps to grow their business and they've shot their "pillar" as you said.
it would be one thing if this was the first overseas branch they nuked, but they killed ID, IN, and KR already.
and as I said above, their profit growth % is actually getting mogged by Hololive (Q2 for 2024, Niji +30% from last year, Holo +60%. Q3 for Holo was +50%, and they have Holofes for Q4).
it's looking like stagnation might actually come early, or at least evidently enough that the major shareholders bail.

>> No.70585772

>>70585508
Inflation has nothing to do with consumer spending.
Deflation has nothing to do with consumer spending.


Inflation happens when money is being printed and created out of thin air through debt, fractional reserve banking, and reverse repo. The more money exists in circulation, the less valuable each token of currency becomes, leading to an increase in prices as part of normalization. Since inflation is not homogenized across the board and doesn't produce the same pressures on all individual facets of an economy, huge swaths of people experience a marked decrease in purchasing power and quality of life.

Deflation happens when no money is being printed or created out of thin air through debt, because people are not taking loans and companies are not refinancing their debt, and they are certainly not collateralizing their assets to acquire new debt to infuse into growth. Deflation leads to stagnation, less investment into growth and innovation, more austerity, and more risk-averse economic choices.


The ideal system boasts approx. 1% YOY inflation. We had that for the last 7000 years, approximately, until it was decided to decouple from gold in 1971.

>> No.70585930

>>70585735
Ok, this is getting too bug numbery for me, ngl. Is there anyway they can justify the damage NOT being negligible at all and the EN branch working outside lying to investors and hope they fall for it? Something that could even work?

>> No.70585991

>>70585772
>We had that for the last 7000 years, approximately, until it was decided to decouple from gold in 1971.
There was inflation in the Roman Empire as well as all across the Middle Ages. That was usually done by diluting the consistency of precious metal inside coins (bronze, silver, gold) with more commonly found metals (usually tin).

>> No.70586058

>>70585772
it does to a point.

Deflation: "A decline in aggregate demand typically results in subsequent lower prices. Causes of this shift include reduced government spending, stock market failure, consumer desire to increase savings, and tightening monetary policies (higher interest rates)."

Inflation: "More jobs and higher wages increase household incomes and lead to a rise in consumer spending, further increasing aggregate demand and the scope for firms to increase the prices of their goods and services. When this happens across a large number of businesses and sectors, this leads to an increase in inflation."

What you said in the second part isn't wrong though; inflation IS caused by printing more money. And deflation is high interest rates with little to no money being printed.

But the reason for China's case is not strictly because they aren't printing, it's because no one is buying. Which feeds the major symptoms needed for deflation. China is still deflating even though their interest rates are record low and they're printing more money.

The Gold Standard's main point was stability. But as economies grew too large to accommodate a finite resource, the shift to fiat happened naturally.

It's why the US had the Silver Standard movement in the early 20th century: because gold just wasn't enough for the monetary supply needed for the economy.

>> No.70586108

>>70585930
they can justify that they can calm things down before q4 ends, but it's a long shot at best.
it probably won't work. there is a lag time between EN and JP in terms of news, but the selen termination and the shitshow happening rn on this side is definitely going to catch at least a few shareholders' ears.
and as mentioned, the numbers don't support their boasting. they're now reaping what they sowed.

>> No.70586154

>>70585772
>until it was decided to decouple from gold in 1971
Ah yes, because the gold standard economy was such a good idea, obviously.

>> No.70586177

>>70586154
It was.

>> No.70586178

>>70585930
>Is there anyway they can justify the damage NOT being negligible at all and the EN branch working outside lying to investors and hope they fall for it? Something that could even work?
Riku apologizing to the investors was him admitting that he royally fucked up, so he can't spin this drama anymore into a win or a minor setback. His only option is promising that things will get better and hope that the investors will buy it. Keep in mind that EN has been on decline for a long time already, so it will be a hard sell.

>> No.70586221

>>70582619
>lost out on Hyte Rosemi case set
I would, as a hetero male, buy the fuck out of a Rosemi colored and themed Pixel 8, and i think pink is the 2nd gayest color around

>> No.70586251

I have a feeling that the earnings might surprise everyone....
Noone here watches NijiJP so we have no idea what is going on there but apart from NijiFES the only news that come here is about their collabs so they might surprise us all

For NijiEN, yeah they are fked

>> No.70586302

>>70586154
Looking at how things have gone since there’s a pretty fair argument it was a better idea than what we’ve replaced it with

>> No.70586331

>>70586154
Look at this FIAT fag and laugh at him

>> No.70586372

>>70586331
How are your NFTs doing?

>> No.70586508

>>70584419
Ah ok thanks, I got them mixed

>> No.70586590

I think Anycolor's best move for the long term would be giving Riku a golden parachute and making him a scapegoat for the investors, and then folding EN, firing the bad apples and creating down the line a new global branch from scratch with actual management.

>> No.70586639

>>70586590
Problem is Riku owns 45% of the stocks, so while theoretically you can boot him out, in practice it's not happening.

>> No.70586645

>>70586590
He owns 45% of the company.
No one can move him.

>> No.70586649

>>70586302
You can agree to disagree. Gold standard was stable, and most definitely a source of monetary stability. The downside was that it heavily limited money supply, to the point where the rich businessmen could squeeze out the poor (especially farmers). The gold standard was also notoriously bad in limiting governments to respond to financial emergencies (arguably, it prolonged the Great Depression), and limit economic growth.

On the other hand, fiat does well in pumping in money into the economy when needed, hence allowing the government to be more flexible when in a crisis. It also places no hard cap on economic growth, and accommodate a growing population/economy with no issue.
The downside is that inflation can get severe easily (ie Weimar Germany, Venezuela, Zimbabwe). The government is also not the best at managing money, and it relies on constant growth.

>> No.70586655

>>70583349
Have you ever heard of what audit is and what certified accountants actually do? kys

>> No.70586694

>>70586639
>>70586645
I was thinking more along the lines of Riku himself deciding on his own to offer his head and move on to his next scam.

>> No.70586747

>>70586649
You are retarded.
You could peg an ounce of gold to any currency you so choose.
The availability of physical gold does not affect the economy like you think it does. Central banks were not beholden to more gold being mined to produce treasury notes.


Braindead.

>> No.70586763

>>70586694
Possible and it'd probably be a good idea just to get someone more competent in his seat, but we don't know if he's the person to do that or to hold to power no matter what.

>> No.70586766

>>70586251
Everybody that assumes NijiJP will salvage the situation is only looking at the short term, Investors are shrewd and take into account things on a GLOBAL scale, China is collapsing, the fujos are gonna run out of money sooner or later, The SEA currencies are already garbage, The yen is stagnating, The dollar specifically is VERY strong against the yen, And now they've blown up their primary way of earning $, Enna's birthday didn't JUST get half the total earnings as compared to last year, It did so with donations mostly coming from SEA and Chinks, with the actual $ amount being very low, EN is where they've PROMSIED investors long term growth in the past, and now it's all gone, They might have a Q3 or Q4 bump for 2023 if they're lucky and the numbers were high, But Q1 2024 will break them, And if ANYTHING else happens in regards to EN, or yacht forbid a big JP drama again, They are beyond cooked, They need smooth sailing and a massive rebound in order to stay afloat, But staying afloat won't be enough, They need growth to be safe, and growth is impossible in the west now (See all the nijiEN events happening in countries like Singapore and Vietnam instead of the US and Canada as an example of where they think the "EN" audience is now)

>> No.70586807 [DELETED] 

>>70585508
Nigger the concept of money barely existed for 4k years, and hell the concept of inflation was barely understood for 300 years, hence why Spain managed to inflate themselves into poverty despite sitting on the world's most lucrative silver and gold mines and literally owning half the world at their height. The idea that we've had a standard inflation rate for anywhere close to 7 thousand years is the peak of retardation

>> No.70586826

>>70585772
Nigger the concept of money barely existed for 4k years, and hell the concept of inflation was barely understood for 300 years, hence why Spain managed to inflate themselves into poverty despite sitting on the world's most lucrative silver and gold mines and literally owning half the world at their height. The idea that we've had a standard inflation rate for anywhere close to 7 thousand years is the peak of retardation

>> No.70586908
File: 1.09 MB, 1123x1296, 1690483515189191.png [View same] [iqdb] [saucenao] [google]
70586908

>>70582063
This thread was highly educational and academically intriguing until some people decided to throw around some random insults. I guess we just can't have nice things /here/.

>> No.70587057

>>70586747
“But it may cause an imbalance between countries that participate in the gold standard. Gold-producing nations may be at an advantage over those that don't produce the precious metal, thereby increasing their reserves.

The gold standard may also, according to some economists, prevent the mitigation of economic recessions because it hinders the ability of a government to increase its money supply—a tool many central banks have to help boost economic growth.”

It literally does. Why the fuck do you think farmers in the Midwest were advocating for the Silver Standard? Because the Gold Standard didn’t allow the money supply to expand rapidly, causing an imbalance in wealth. The whole point of the Gold Standard was that it provided economic stability because it prevented the government from printing too much, by pegging the value and supply of money to gold.

>> No.70587076

>>70586251
>Noone here watches NijiJP
Speak for yourself
While streams never were their main source of income, the slowing down of 3D debuts which always got the most superchats is slightly concerning. Also, looking at the previous year, the quarter that had nijifes didn't see a massive increase in income.
I'm sure the numbers won't be bad, but probably won't blow anyone away either
>>70586766
Investors already knew EN was on a decline, so you could say that's already priced in

>> No.70587103

>>70586908
>Expecting high value discussions about /biz/ shit from /vt/ and /#/ monkeys
I dunno man i think you have way too much faith in what /here/ is capable of

>> No.70587196

>>70584441
wait, so they were severely below expectation in 2Q and the reason they gave was NijiFES is postponed to Dec hence the forecast is so big for 3Q

Because of this they have shot themselves on the foot. Even if by a miracle they come close to 3Q forecast, there is no way they are reaching 4Q numbers unless they mass graduate everyone and use the grad superchats

>> No.70587206

>>70587076
>They knew EN was on a decline
But i doubt they knew niji would kill it overnight, There was STILL good money to be had, Especially with their "best singer's" birthday coming up, And all the fujobaiting they could have done on valentine's day, Imagine if the drama didn't happen, You'd have MASSIVE akasupa flooded lux/noc ASMRs and membership streams, They got NOTHING during the biggest Vtuber holiday of the year, And even worse than that, Their numbers went off a cliff, I highly doubt all of THAT was "priced in"

>> No.70587207

>>70586766
>Global scale
that's true, the native market is saturated, the only way for the industry to survive is through expansion. 68% of the internet is english, and 22% of the world speaks english as a first or unofficial first language.
>fujos
That's partially true. Fujoshis are numerous in East Asia and SEA, but western women are not necessarily drawn to the same type of male characters. That's why fads like KPOP are short-lived and leave behind just a tiny volume of dedicated fans. Moreover, women do not spend money on men, on average. Male idols succeed through partnerships, product placements, sponsorships, and merchandise, because women make up over 80% of consumer spending and are considerably more consumerist. That means only a tiny fraction of male Vtubers can ever succeed to the point of making a lot of money and getting enough mindshare. Add to that pre-selection, the evolutionarily hardwired imperative of women flocking to men that are already desired by other women, and you have a situation where Male talents cannibalize other Male talents in a free-for-all. See Kuzuha. This cannot be sustained long-term.
>SEA currencies
Correct
>Yen stagnating
Japan has entered a technical recession, officially.
>Dollar vs JPY
That is not a good barometer, because JP has over 11 trillion USD of US debt. The economies are intertwined. The only reason the dollar is comparatively stable, even though the M2 supply quadrupled and inflation is in the double digits, is because the dollar is still the reserve currency and pegged to oil barrels.
>China is collapsing
Sure, but that's a gradual process. China can still pivot out of real estate and into another industry, because it's a centralized top-down economy where Laissez-faire market pressures do not apply. China can print, deflate, inflate, incentivize, disincentivize, and manipulate interest rates as it pleases. Additionally, as soon as the RUS gas pipeline gets built, it will have access to gas priced 4X below current market prices (something that europe enjoyed until recently).

>> No.70587216 [DELETED] 

>>70582063
NijiEN yab just before Google collab and stock buy out. The timing.

>> No.70587244

>>70586908
>highly educational and academically intriguing
You have people discussing stockmarket basics and the idea of inflation. This thread might not be as retarded as that Wawa bait thread from last year implying Cover controls the Japanese central bank, but acting like 95% of posters in this thread aren't completely clueless morons is just plain dishonesty.

>> No.70587250

>>70586826
>People in Ugarit were not using money, even though we have dozens of clay tablets that specifically talk about money

Common-core education coupled with american mongrelized genetics, I suspect.

>> No.70587328

>>70586649
I am concerned that we are staring down the barrel of potentially much worse economic crisis. The economy is much more interconnected than it’s ever really been historically and the money that keeps it running is being printed to worthlessness. The need to scrounge together enough money to keep pretending the pension funds are solvent seems to be leading to a lot of questionable decisions being made at high levels, with a condition resembling serfdom for the common man seemingly being the end goal of some of the larger players. This is largely being funded with free money from the government and/or said pension funds. While I know maintaining the post WWII western economy in perpetuity was an effective impossibility I can’t say I have much faith in the direction things are going. The default solution to any economic problem in my lifetime has been to print our way out of it and I think we’ve run up on the effective limit of that.

>> No.70587434

>>70587057
You can either produce gold or produce export goods that people want to buy for gold.
How it that any different from commodities trading?

The gov't decides what the price point of gold gets to be for the domestic economy. That's why one gold coin would get you a month's worth of rent in Byzantium, but would buy you an entire plot of land in china. Interestingly enough, China was an exporter of gold, whereas Byzantium was an importer of gold. Fancy that.

>> No.70587540

>Feels talk is getting a bit too /biz/
>Leaves for a second
>Returns to history of the coin trough the ages
The board never cease to amaze me.

>> No.70587724

>>70586766
This.
if anyone wondering how much share nijien audience is, niji state it in tw article

https://www.nownews.com/news/6346906

Judging from ANYCOLOR marketing data, it can be found that the audience of "NIJISANJI EN" is all over the world, with more than 50% of the audience in Japan and Asia, and about 30% in North America.

Remind you, this is before black stream.

>> No.70587726

>>70587250
>1450 BC
Yeah that's what I said, 4k years ago

>> No.70587852

>>70587726
>Ugarit founded on 6000 BCE
>Abandoned on 1450 BCE

You are so incredibly retarded that I legitimately feel bad for you. In a just and compassionate world, your parents would have dropped you off a cliff. But, no, you have to live like a complete retard. It must be hard.

>> No.70588231
File: 131 KB, 1428x1600, 1707666500400806.jpg [View same] [iqdb] [saucenao] [google]
70588231

>>70584441
>which might not be possible
That's a (you) problem bucko, everything is possible if you squeeze the livers hard enough

>> No.70588238

>>70586747
You... don't realize what a self-own this is, do you?

>> No.70588271

>>70582560
>with Google
anon thats a shitty phone app google pixel magic studio something
thats like trying to say that a collab with one of Sony's shitty 2view vtubers is a collab with Sony

>> No.70588320

>>70588238
Educate me, how is it a self-own.

>> No.70588513

Maybe I'll just hold through the earnings and see what happens
Not too worried until we start hitting all time lows

>> No.70588710

>>70588320
Because if the relationship between gold and currency is arbitrary and changeable then you don't have a gold STANDARD, you have a fiat relationship. Exactly like the relationship between currency and gold that presently exists.

>> No.70588756

>>70582063
Lets be honest, we dont really care about the stocks value. We only care how stock numbers affect Niji
Numbers going up or down mean nothing unless you tell me how big it will impact Niji business

>> No.70588783

>>70582063
So how do you fix the falling stock price? I'm not affiliated with nijisanji in anyway, by the way.

>> No.70588786

>>70587724
Well thats nice since the bugs wont care about the black screen stream, that will only impact their NA and EU share

>> No.70588883

>>70588786
It's just a shame bugman money is worth less than dogshit compared to the $, So losing the $ hurts way more than ID/KR/IN losses could ever hope to match combined

>> No.70588946

>>70583349
I don't understand stocks

But can't Niji just rob a bank? Like they have 170 livers, they could totally use them to rob banks all around Japan and then use the money to show potential for growth?

>> No.70589023

>>70588783
Investor incentives, like a monthly blowjob from a liver of your choosing

>> No.70589073

>>70582063
Dead Cat Bounce, look it up. They are spiraling. Short that shit.

>> No.70589074

>>70589023
That's prostitution and against japan's laws.

>> No.70589088

>>70588710
You still have the currency pegged to a physical resource, retard-kun. It's not based on TRUST, it's based on physical material. A country can peg 1000 tokens of its currency to one ounce of gold, whereas another government can peg 10000 tokens of its currency to an ounce of gold. The value of gold as a commodity is fixed based on market pressures, whereas the value of gold as a token of currency is fixed by national governments based on domestic output, monetary strategies, and import/export ratios.
You can decide the VALUE of a material arbitrarily, and it will settle according to market pressures.
Like all commodities.


Bitcoin is a good example. It's a limited resource that began as inflationary, since it was so easy to mine, and gradually became stable, and proceeded to become projected deflationary. There is a limited number of bitcoin. There is a limited volume of gold.
Anons used to buy anons pizzas with bitcoin back in 2012, on /b/. Something like 400 million USD circulated via 4chan, based on current prices. The value of bitcoin as a token is controlled by the creator, and based on a stable algorithm with linear expansion of hash rates. The value of bitcoin as a commodity changed according to market pressures, independently of its value as a token.

>> No.70589187

>>70586766
Someone save niji, please. My waifu, setomiya, is just a 3 view but she gets tons of rape doujinshi made of her.

>> No.70589192

>>70582663
LITERALLY one might say.

>> No.70589211

>>70589074
No you'll just give your investors a piece of paper, and if you hand this piece of paper to a liver they'll by complete coincidence want to suck your dick all of a sudden. Nothing illegal there.

>> No.70589290

>>70588783
Vtuber entertainment companies are speculatory in nature. Institutional investors invest according to projection of growth and integration with other entertainment industries.
Investors do not care about super chats, memberships, and peak ccv. They care if the talents get big enough to be able to sell out stadiums, get sponsorships with big companies, and get partnerships with tech and entertainment behemoths.
They want to be reassured that the talents are marketable.

How are investors reassured?
Was the company able to meet growth expectations?
Was the company able to meet projected net income/revenue in the form of merchandise and partnerships?
Was the company able to increase its mind share, with talents meeting their projected conversion rates and impression rates?
Was the company able to expand beyond the domestic markets? At what rate?

>> No.70589375

>>70588786
the things is $ dollar is very strong compared bugs money now

>> No.70589442

>>70589088
>It's not based on TRUST, it's based on physical material.
If you're relying on the government to determine that relationship then it is still very much predicated on trust. All you've done is shift power from the market to the commissariat and you're trusting the people who now control the value of your dollar to make only good financial decisions on your behalf with your best interests at heart. The fact that there is a physical material doesn't matter when that material's value is arbitrarily disjointed from its commodity value and subject to the whims of an individual you've vested that power in--because now limited physical supply is meaningless.

You've described a fiat system where el presidente replaces market forces as the driver of currency value. I'm willing to bet that's not what you were trying to do.

>> No.70589460
File: 841 KB, 1628x1200, 1684932390598610.jpg [View same] [iqdb] [saucenao] [google]
70589460

>/vt/ - History and Economics
>>70586826
Even predynastic Egypt already adopted gold as their common currency for bartering and trading

>> No.70589601

>>70589290
Well, they are not in EN because of that black video. If they never used them in that way they could have blamed it completely on management but the lack of streams and the heavy moderation is not promising growth ar all.
They should really have solved things by now, we are in march and things are going nowhere.
Where is the growth is a legitimate question.

>> No.70589668

>>70589442
Governments are still beholden to market-pressures, retard-kun. A government can peg copper to a billion dollars, and its citizenry can acquire copper via the free market for 1 dollar. That means the commodity has two intrinsic values, one as a token with a predetermined function and one as a commodity with its value dependent on its use-case and applications.
You seem to be unable to internalize how tokens work, and their function as pegs for commerce and liquidity.

I already provided you with an example. The value of gold was widely different in China compared to Byzantium. China was a net exporter of gold since the 4th century BCE, and Byzantium was a net importer of gold since the 6th century CE. Despite that, the value of gold was considerably greater in China compared to Byzantium, even though both nations used Gold as the peg for their monetary system.

Why is that?

>> No.70589694

>>70589211
pachinko, lol

>> No.70590041

>>70589668
>A government can peg copper to a billion dollars, and its citizenry can acquire copper via the free market for 1 dollar.
You've literally just created an infinite money machine, anon. Either the government is prepared to honour the value they have set for that copper and you are now a billionaire, or they aren't and thus their word on the matter is meaningless. And we're still at that silly little position where you have to ask your dictator permission for your currency and commodities to have any value at all. Maybe instead of pivoting to history you could explain why it's such a great idea to have the Sublime Porte decide how much drinking water my sandstone is worth?

You're contradicting yourself at every turn while hurling insults, but the fact that you brought up crypto unprompted and tried to relate it to the gold standard in some truly bizarre mental gymnastics just makes you sound like a bag holder that's coping with weird financial conspiracies. Next up you're going to audit some 2400 year old Chinese export documents for me I guess. This has been a long and winding journey of you seething over the fact that you outed yourself as financially illiterate an hour ago.

>> No.70590104

>>70582560
>>70582619
>nijisanji
>using more women than men to advertise
???

>> No.70590136

>>70590041
Yeah, just how the Zimbabwe billionaires that own 100 billion Zimbabwe dollars have high purchasing power. Right?

Stay in school.

>schizoposting
I won't even bother addressing it.

>> No.70590183
File: 211 KB, 1000x1288, 1708123137095797.jpg [View same] [iqdb] [saucenao] [google]
70590183

>>70583877
Wait, link?

>> No.70590558

>>70588946
Given how Riku probably can't even fathom the idea of having less than 7 digits in his bank account he unironically might if things start to look bad. Born rich people don't have morals after all.

>> No.70590720

>>70590136
Well no, their currency's value is tied to the value of their economy and its relative value to other currencies. You claimed this copper was simultaneously worth a billion dollars, and also worth one dollar at the same time. An absurd contradiction that apparently lives quite comfortably in your head. My billion is worthless except its also worth 1 unit of copper, except it's also worth 1 billion units of copper, each worth 1 dollar, which are in turn etc. etc.
This economy obviously would not function at all, which makes the example just plain nonsense, but I want to focus specifically on why you seem to think it's based and trad for a Zimbabwean warlord to be the one making these choices.

Or maybe we should ask why you're a net exporter of petty insults but bitch out like this when one comes back at you.

>> No.70590725

>>70584666
In a way selens terminated costed them $18 million in COLD HARD CASH!!!
Don't think that's negligible.

>> No.70590757

>>70590558
Doesn't Iceland have 250 people in their military? I'm sure if they threw the managers alongside the livers they'll have a fighting chance. They can use the yacht to sneak them in the country.

>> No.70590762

>>70590725
Sadly to a billionaire like Riku that IS negligible.
You have to understand that is 18 dollars to someone with 1-2000 dollars in the wallet in comparison

>> No.70590838

>>70590720
You do know that copper can cost 1 billion of a currency and just 1 of another, right? Do you know how commodities work?

What is arbitrage?

>> No.70590886

>>70582063
sasuga black company

>> No.70590954

>>70590762
That is not how it works.
People can have 1 billion USD in net worth, but zero (or negative) liquidity.
His net worth is tied to his assets, primarily Anycolor Incorporated, and that asset's market capitalization also comes coupled with liabilities, collateralized debt responsibilities, and clauses that disallow him of even liquidating his positions.

18 million USD of liquid assets > 180 million USD in valuation.

>> No.70590959

Negligible impact, huh

>> No.70590993

Time for Nijisanji to print blank sheets of white paper to save their finances, but don't tell Uki !

>> No.70591073

>>70582063
I wonder if more investors got a hold of the scandal docs. If you are someone who does your research on the things you invest in, then one would not wanna buy into an entertainment company, which has a toxic culture that scares talent away. That is a death spiral, entertainment revolves around engagement, and negative engagement is not sustainable.

>> No.70591099

>>70590993
We're talking about serious amounts of money here, not a puny 250k or whatever it was

>> No.70591137

>>70582619
kinda mid from the looks of it

>> No.70591150
File: 251 KB, 772x883, 1709471647581268.png [View same] [iqdb] [saucenao] [google]
70591150

>>70590993
Solly, Uki.

>> No.70591242

>>70584211
To add to this, Riku told investors, last year, that the future of the company is the EN branch, that they expect growth there. Then you lose two of your big longtime EN streamers, and the community completely turns on your shitty practices.

A terribly task, having to explain that to a bunch of people who are mostly there to make money. He may have to golden parachute and sail off into the sunset on the yacht.

>> No.70591263

>>70590993
Uki is going to go into hiding on March 14th!

>> No.70591317

>>70590838
Now you're scurrying away with the goalpost, friend.
>A government can peg copper to a billion dollars, and its citizenry can acquire copper via the free market for 1 dollar.
Your words, not mine. Dollar for dollar.
Though as an aside it's also silly that you're shilling the fucking gold standard while trying to sell arbitrage as a workaround to the gold standard.

>> No.70591367

>>70591242
Imagine him promising to turn it around to the investors, who are already putting him under scrutiny, then the big bombshell False promised drops and public perception of Niji grows EVEN WORSE

>> No.70591397
File: 557 KB, 2048x2048, 1709108702006869.png [View same] [iqdb] [saucenao] [google]
70591397

>>70591367
PLEASE I CAN ONLY GET SO HARD

>> No.70591437

>>70591099
>Puny 250k
Oh you mean more $ than the entirety of NijiEN has made in the past year combined?, Yeah i can see why you'd call that negligible

>> No.70591539

>>70591437
Their revenue is in the 9 digits

>> No.70591644

>>70583877
Based, making sisters seethe is an honorable profession

>> No.70591664

>>70591539
*was
*in Yen
Sister try better

>> No.70591715

>>70584441
That is more damning, I wish they actually released genuine data so we could see. Black company is gonna black company tho, they are mostly there for the stock exploitation.

>> No.70591766

>>70591317
You lack in reading comprehension.
A country can peg commodities to whatever value they so choose, and the citizenry can acquire said commodities according to free-market prices.
The same has been done throughout history for peg commodities, such as tin, crocus, and olive oil in the bronze age, copper, silver, colored minerals in the iron age, and gold that continued until very recently.

The material used as a peg was the same in Knossos as it was in Akkad, Gold, Silver, and Bronze coinage. But, one Gold coin could buy you 40 cattle in Knossos, whereas it could only buy you a fourth of that in Knossos. Conversely, commodities that were abundant in Knossos and merchants would sell cheaply domestically, like crocus, would sell for small fortunes in Neo-Assyria.


You are projecting. I haven't moved any goalposts. I have been repeating my original assertion ad nauseam.

>> No.70591774

>>70584947
Good summary, wish the rest of the anons would be this concise

>> No.70591801

>>70587852
No it wasn't, it was abandoned in 1185 bc.1450 bc was in fact the height of their power. You shouldn't be making statements like that if you are getting your basic facts wrong

>> No.70591821

>>70591664
That's in dollars, and no EN was never a massive part of their revenue

>> No.70591842

>>70591801
>i was off by 300-years
>meanwhile, the retard I replied to was off by 3 millennia

Fascinating

>> No.70592042

>>70584947
If this is all true, then they really are fucked in terms of growth

>> No.70592060

>>70584874
The correct way to solve that problem from a PR standpoint was to rush editing the problematic parts of the video if permission wasn’t available, then replace the original video with the edited one WITHOUT privating the original.
Just privating a video damages their reputation because it makes them look unprofessional/incompetent, so it shouldn’t be done unless it is a potential HUGE problem.
After the “problem” was resolved then they could have scolded and maybe soft suspended her for not following their arbitrary rules.
This is how you solve the “problem” in a professional way and protect nijien’s reputation.
Tb h all of this is riku’s fault for trying to save a few dollars on competent staff.

>> No.70592071

>>70591397
>the leaker is some bean counter raveling that managers embezzled funds from the company

>> No.70592092

>>70591821
sister, losing 18 million dollars is same as losing half of whole Q1 revenue...
Do you understand?

>> No.70592179

>>70592060
Except it's worse than that. They ghosted her and skipped a known deadline for their response, and then invented the excuse, and then asked her to not talk about it.
This people have been proven legitimately corrupt by Sayu, so it's very likely they did it on purpose to catch her in a trap and have leverage on her.

My question is legitimately why not just fucking fire them, hire a good team even for a transitional period, and have the livers dunk on the previous team and get the filth out of their lives. The black video has made most of them unmarketable to EN, which is the biggest damage of all.

>> No.70592181

>>70591539
Their VALUATION AS A COMPANY is in the 9 digits, I'm talking specifically NijiEN's revenue which is in the shitter and utterly garbage even before they blew up the branch with their retardation, JP is stagnant, Pagpags and chinks can only take them so far, Fujos have fucked off, And investors will seethe when EN is dissolved cause the stock is WAY overpriced for what nijiJP is worth on it's own, A lot of their market cap is based on the promise of Overseas expansion... which is now dead in the west

>> No.70592221

>>70591821
Again, 2.5 billion was the ENTIRE COMPANY'S VALUATION, and a lot of that valuation was based on promises of overseas expansion, which has been gutted time and time and time again, Niji WILL lose market share to hololive as holo continues to grow and evolve Quarter after Quarter

>> No.70592258

>>70591821
Ok you know, I have to ask of you menhera...why? Just why?
Literally you are here just for Vox, well here's a news flash, he could go Indie and do literally more money and stuff than staying with Niji.
He could literally go into VA if not for the shitty managers sticking him to a microphone and telling him to suck it 24/7.

Why are you literally defending them for screwing him too? Is Riku your one true oshi? Can we at least all agree EN deserves better managers?

>> No.70592332

>>70584666
Can someone explain me this:
Since they spent 18 million on stock buyback and the value of the stock is back to original price meaning they lost 18 million in liquid asset...

Wouldnt that be reflected in their financial statement and Net Profit is already reduced by 18million$, right?

>> No.70592384

>>70592332
Net profit of Q3 is of the previous quarter, so not yet. But at the same time investors are not morons.
Just to get you an idea, stocks should get back at 4k to make the investment worth it. Instead it's close to hit 3k.

>> No.70592386

>>70592332
Financial year in Japan is wrapping up, so it has not been factored in officially yet (from what i could see), but you can bet the investors noticed the drop.

>> No.70592397

>>70592258
This
Sisters, remember that they took the erotic roleplay from you!
If he goes indie he can do whatever he wants.

>> No.70592629

Black company and its consequences...

>> No.70592729

>>70591766
>You lack in reading comprehension.
Literally just the words you yourself typed, bud. I quoted them directly for you to help you keep track of the malarkey you've been spouting. You're squirming because your assertions and supporting arguments have varied from bad to outright nonsense.
>A country can peg commodities to whatever value they so choose, and the citizenry can acquire said commodities according to free-market prices.
You're describing redundant parallel systems. If the consumerbase can simply use free market prices, why have a government pegging anything at all? What material benefit is this actually providing the economy if the people actually using money are just sidestepping it entirely? (The answer is none, by the way)
>The same has been done throughout history for peg commodities, such as tin, crocus, and olive oil in the bronze age, copper, silver, colored minerals in the iron age
Once again you're falling back on historical "examples" without evidence. History is a field predicated on evidence; physical evidence in the form of things preserved from the era in question. Are you going to audit some papyrus Mycenean dockets to demonstrate how its bronze-age economy worked to support your argument? Because surely if you genuinely believe this, you yourself saw some compelling evidence to this end, right? Just pass along the sound and trustworthy material sources that persuaded you. They exist, surely.
>But, one Gold coin could buy you 40 cattle in Knossos, whereas it could only buy you a fourth of that in Knossos
Uh huh. Reading comprehension issue I guess.
>You are projecting
In order to be projecting I would need to have moved a goalpost. My goalpost remains firmly in "this insane bag-holder is talking himself in circles because he doesn't understand what he's talking about" and you just keep making it easy to keep it there. You fell back on a buzzword here
>I haven't moved any goalposts
You went from Dollar-to-dollar to "dollar for non-foreign currency via arbitrage" and now you're fighting tooth and nail to justify how using extranational arbitrage to circumvent state-established pricing standards isn't damning to the idea of state-established pricing standards (hint: if the system was good, circumvention wouldn't be a selling point).
>I have been repeating my original assertion ad nauseam
I'm painfully aware. You got caught out and you've been doubling down ever since. Not the actions of someone with a firm, evidence-based understanding of the concepts at play.

>> No.70592786

>>70592258
>Sisters are retarded cocksuckers
More news at 5

>> No.70592835

>>70584460
They do have a decent warchest, but the problem is in turning sentiment around and course correct, without resorting to their same old stingy-ass tactics. You cannot always penny-pinch your ways out of a rough period.

>> No.70592893

>>70584460
>Strong sell
Goldman-Sach BTFO once again

>> No.70592948

One thing I have learned is that very rarely a massive corporation as big as Niji fails.
They always find a way and I think Niji will find a way to still be the 2nd biggest vtuber corp and the biggest male vtuber corp in the world

This cancer is not going anywhere soon

>> No.70593025

>>70584501
When you invest your money into something, and then reality hits you hard. Grim.

>> No.70593035

>>70592948
roru
Anon, look up Hikakin's company

>> No.70593037

>>70592948
>He bought?

>> No.70593086

>Chink fujos mass-migration to PLAVE
NijiEN is dead in the water and they gonna drag Anycolor with them

>> No.70593148

>>70592835
>You cannot always penny-pinch your ways out of a rough period.
This is a big issue. When you've already been implementing mass cost-cutting measures, to the extent of routinely skirting the edge of labour laws, there's really nowhere you can cut costs to correct a downward trend. When your staff is already running on overqualified skeleton crews full of giving you unpaid overtime for minimum wage you don't really have the option to downsize without impacting operations, which means that the next step is to eliminate operations that aren't cost-effective, cut the payroll and reorient towards your more efficient projects.
But once again this is Nijisanji. They have barely any projects to cut. The only thing really on the chopping block is the EN branch and I don't know if culling a 4th international expansion attempt in half a decade is the kind of reputational damage you can recover from when your stock value is growth-based and your domestic market is stagnant.

It's a complicated situation to be in. The long-term solutions (ie reinvesting into international growth to repair reputational damage and restore brand faith) will look bad short-term, but there are very limited short-term options that don't sabotage the long term in very obvious ways.
>>70592948
I don't think anybody with sense is expecting this to actually fold Nijisanji entirely. But it's not an overstatement to say that the way the situation develops will have important consequences for the EN branch and the worst case scenario of EN folding as they cut off the hand to save the body is absolutely on the table.

>> No.70593173

>>70593086
Thank fuck they're not migrating to other chuubas. With some good fortune we may never see them again.

>> No.70593271

Man I kinda love this thread. I want to get into economics more, not because I want to be le day trader or even care about money, but because it offers little glimpses into how businesses/countries/people make decisions, and what causes hard times for each. I did something basic in high school but I don't remember a lot of it. Unfortunately all books I can find are incomprehensible and /biz/ proper is one of the most diseased boards on this site

>> No.70593308

>>70593173
There are only so much BFE male chuubas anon.
And unlike with Vox, PLAVE encourages BFE courtesy to kpop

>> No.70593705
File: 348 KB, 1000x560, Tik Tok Nijikeks.png [View same] [iqdb] [saucenao] [google]
70593705

>>70593148

>> No.70593748

>>70593035
Was Hikakin company valued at 2Billion$?
Was Hikakin company had Sony and Bilibili as stakeholders?

A lot of important people have a stake in Niji, its not going anywhere. The most that could happen with them is NijiEN merge to NijiJP but other than that looking at their financials NijiJP is still growing (not as much as cover)

>> No.70593801

>>70592948
The company won’t fall but their EN branch is severely crippled. Cutting off the EN branch would probably further damage their reputation so it is likely they will keep it running even if it has no hope for recovery.

>> No.70593977

>>70593271
Find an AI that doesn’t suck and ask economics questions.

>> No.70594038

>>70593748
Wasn't UUUM valued at 5 billions or some crazy number like that?

>> No.70594115

>>70593801
Good take, while people are wishing for its collapse, it seems more likely it will continue in a severely crippled capacity. It would be another PR disaster to axe it anytime soon. I get why there is all this hate tho, not exactly the best business practices they have.

>> No.70594280

>>70593271
The best way to learn economics is to study it in school, read the textbooks and then implement those concepts in practice and refine them through experience and correspondence. There is no shortcut to financial literacy, and anyone selling you a shortcut is absolutely scamming you.
On your own, reading textbooks is a good place to start. There's no getting around them being incomprehensible; the topic is complicated and hard to understand, it takes work to wrap your head around it. Just don't fall for shitty "mentorship" books at Indigo or whatever since they're always horseshit. There are no shortcuts.

>> No.70594321

>>70591150
The memes practically make themselves.

>> No.70594394

>>70594115
it already collapsed, nijien is effectively dead in the west and i genuinely cant see it ever recovering.

>> No.70594403

>>70593705
It's funny that the chink branch is completely memory holed

>> No.70594444

>>70593748
>2 billion $ value
It's HEAVILY overvalued based on the promise of expansive overseas growth, As has been said like 50 times in this thread, the JP market is fully saturated, the bottom 30 NijiJP talents are literal whos and the top earners cannibalize eachother, They can't keep pumping out gens when there is only so many fans and so much money to go around, They also stagnated their 3D/Concert projects which Hololive is going full ACCELERATE into now across multiple branches, With NijiEN dead in the water, That isn't just the CURRENT revenue being lost, it's all the future growth being lost and burned, the prospects of ANY overseas growth in the west decimated, And a general aura of incompetency and drama sticking to them for the next year+
>Sony and BiliBili investors
That is actually WORSE for them, Both companies aint doing so hot, With sony announcing MASSIVE layoff, and as for bilibili... the chinese streaming market being shat all over by autistic Identification laws coming down the pipeline,
>A lot of important people have a stake in Niji
Which is why they would be very willing to cut their losses and invest in hololive or their own homegrown chuubas if Niji proved unsalvagable and they wanted to remain in the chuuba market

>> No.70594501

>>70594403
VR is not niji, technically anyways
Same as Yumenographia

>> No.70594534

>>70594501
There existed a Shanghai/Taipei branch before VR bro...

>> No.70594538

Yeah, Nijisanji didn't do as well as expected.

>> No.70594956

>>70582063
Non-negligible earnings call, pwease undasta

>> No.70595093

So basically what everyone who isn't retarded expected, just a dead cat bounce into more decline.

>> No.70595201

>>70582063
>Riku: *teleports your oshi into a dumpster*
お前はもう死んでいる

>> No.70595282

Best case scenario they will be overtaken by Vshojo as the second biggest EN vtubber company, but anything beyond that is unrealistic.

>> No.70595486

>>70592060
I don't ever really believe there was a problem with "permissions." It screams of an ex-post facto rule that was invented to give them an excuse to shut down Selen's video. The MOST I'd accept is that another Liver who disliked Selen threw a temper tantrum about their image being used and the management shut the video down in response.

>>70592179
See here: https://docs.google.com/document/u/0/d/1VtIfkDY-0l6xtr7Usp-vPPM_GM3KqGdZbCANhixnvoA/mobilebasic

This isn't the first time this has happened. There was an extreme bullying situation in Korea that was as bad or worse than the situation in EN, and the perpetrators were never really punished. Anycolor just eventually rolled up the branch and most people left.

This is basically a mirror-image situation. I doubt Elira (or whoever) has any strong hold over management, they're just too lazy and incompetent to actually clean up the problem and are trying to "fix" things by refusing to let anyone graduate. Of course, refusing to fire or severely discipline the people involved means those people are going to feel they got away with it and feel free to do it again, greatly increasing the risks of more incidents (potentially refusals to stream, walkouts, streamers breaking character and attacking the company live, etc).

>> No.70595577

>>70595486
>refusing to fire or severely discipline the people involved means those people are going to feel they got away with it and feel free to do it again
Yeah, I see a lot of people making this very point across platforms. The behavior has become institutionalized over the years. They will keep doing it.

>> No.70595680

>>70595577
The very existence of the nijisisters is proof of it. That Nijisanji lets them get away with their hatemob campaigns and feeds them ammo instead of publicly denounces them just encourages them to take things further each time.

>> No.70595762

>>70595680
nijisisters are a smaller symptom of asian fandoms, They are rabid as FUCK and make even the most incel unicorn holobronies look positively quaint and reasonable, They are quite literally a different breed, A pagpag breed to be specific, A gutter oil breed

>> No.70595871

>>70595282
At this rate phase might overtake them within a year. Their sub counts are atrocious but CCV is much better than for Niji's latest debuts. They do have a major barrier in finding partners given the antics of their livers but I don't think Niji will see anything but decline on EN side.

>> No.70595894
File: 107 KB, 1280x720, Flavor Town.jpg [View same] [iqdb] [saucenao] [google]
70595894

>>70595762

>> No.70595939

>>70595762
It is a well-known fact that a fujo is ten times worse than an incel after all.

>> No.70596027

>>70595762
Yeah say what you will about rabid western fandoms. They ain't got SHIT on the slants. Here's just a few shit I've seen them do:
>Report a company to the CCP and try to get them disappeared with the Uyghurs for giving a character a bunnygirl skin (they claim this is "whoring out china to the west" no I'm not kidding)
>Trying to commit double murder-suicide over a summer swimsuit skinline.
>Succeeding in breaking the appstore for weeks because their gacha game didn't give them enough rewards for lunar new year.
>The filipinos are STILL TO THIS DAY, YEARS AFTER THE DRAMA ENDED routinely raiding google maps in protest for I don't know what genshin bollocks they got pissed off about.
Man, like. One thing I'll say. They sure ain't lazy. I mean I just do not have the energy to get THAT mad at a videogame. People think nolifers are lazy but clearly the asian ones aren't, they're just buttfuck insane!

>> No.70596029

>>70595762
In idol fandoms it's commonly understood that an idol's worst enemies are their own fans simply due to how rabid and destructive those obsessive fucks get.
>Someone did a collab with my oshi that greatly boosted both their images and made them a lot of money? SOME FUCK IS PROFITING OFF MY OSHI'S WORK, LEECH, PARASITE, REEEEEEEEEEE

>> No.70596031

>>70582063
dead cat bounce in full effect, other anons called it weeks ago

>> No.70596070

>>70595894
That pot represents every Nijisister, Every K-Pop stan, every twitter tranny, all in one foul reeking image (not as gross as enna's cunt after her she got passed around by bonjours in cheeseland tho)

>> No.70596145

>>70582803
this
just write it off lmao

>> No.70596168

>>70594403
Because that branch just got rebranded as VR and was forced on them in compliance with new chinese media regulations. They didn't really have a choice, and they still have enough of a stake in VR that it doesn't reflect poorly on their management approach (though it's symptomatic of the wider issue that the chinese vtuber market is toxic waste now)

>> No.70596332
File: 20 KB, 318x469, 3023.jpg [View same] [iqdb] [saucenao] [google]
70596332

>>70593271
When you say the books you found were incomprehensible, what were they? You didn't ask 4chan then dive straight into Manifesto for the Abolition of Debt Slavery or Das Kapital or some shit right? Just read pic rel, the man literally wrote it for even the swarthiest of minds to understand.

>> No.70596347

>>70582063
Etching towards the 4th branch collapse in less than 5 years? YIKES

>> No.70596381

>>70583349
Beyond investors seeing it as a bald-faced lie and dumping the stock, that would get regulators on their asses as well if they tried outright fabrication. They might have legitimate excuses to shift numbers here and there to avoid the full magnitude of the problem, and they can put out some boilerplate explanations as to how it’s not really all that bad, but that’s only able to do so much when the reasons for their problems is public knowledge. They’ll have to take a beating no matter what, best they can hope for is fewer broken ribs.

>> No.70596428

>>70582063
I don't know anything about stocks, but I thought anycolor should be on freefall already?

>> No.70596559

I don't know anything abbout stocks, but it looks like it is recovering from the 3,030y low and climbing back up a little at a time.

>> No.70596577

>>70596332
Thank fuck for Sowell. People sleep on him because he does not have the politics they like - but he backs his claims up, unlike so many others.

>> No.70596601

>>70596559
Buy low, sell high.

>> No.70596719

>>70583349
>is it possible for niji to fabricate financial report revenue?
it's possible but illegal

>>70586655
lol there's a lot of tricks for inflating value and income, plenty of fraudsters has gotten past audits

>> No.70596764

>>70596428
Tangible value isn't lost so easily. They still have worthwhile sponsorships and partnerships and JP is largely unaffected by EN problems. 'freefall' is exceedingly rare, but Niji's current situation is about as bad as it gets.

>> No.70596884
File: 3.31 MB, 438x360, 0-2.gif [View same] [iqdb] [saucenao] [google]
70596884

>>70596428
>>70596559
price go down, people buy in hoping to profit on the rebound, price go up because they're buying in, people cash out, go back down

>> No.70596973

>>70596559
Most stocks once they stabilise at a low point will see a bit of a bump as investors start buying dipped stock hoping for growth. This will in turn usually guarantee a (small) rise in value followed by another decline as people who were late to sell will now dump stock at the new 'peak' and leave all the scavenger types holding the bag.

The dream is that the stock just bounces back and goes back to growth, but it's very volatile and risky especially since Nijisanji doesn't have much projected growth. No new projects. No recent investment. No big new releases. It all seems like business will continue as usual for Niji, which was already stagnating.

>> No.70597018

>>70596428
The free fall happened when Selen was terminated and the fanbase reaction was overwhelming negative. Right now it’s just crabbing, occasionally it’ll go back up in response to good news in JP but then it goes back down. It probably won’t go up massively until after Anycolor’s Quarterly Earnings report releases around March 14-17, in which case the following could happen
>Goes down below 3000 yen as investors lose faith in Riku’s ability to run the company, because EN’s damaged reputation means that the company’s potential for infinite growth isn’t there anymore.
>Goes up as Riku demonstrates ways NijiJP and ONLY NijiJP can make money to make up up for EN’s shortcomings
>stock ultimately continues crabbing. Wouldn’t be a big deal if not for the fact that Riku finalized the stock buyback on January 18 for 7.5 million USD worth of stock. Meaning the company is potentially losing money right now due to EN’s blunder.

>> No.70597124

So it all depends on Riku's ability to bullshit his way thorough the investors' meeting.

>> No.70597203

>>70595201
i would dare to say that vshojo is bigger for some time already and even phase(at least who i see on yt occassioanlly idk i dont watch them) seem to get better viewership

>> No.70597222

While this stock casino shit is not for me; I had always figured the way they conducted themselves, the way they never re-invested in themselves, was an unsustainable practice. And here we are.

>> No.70597370

>>70597203
Phase seems to have a pretty strong core of dedicated viewers but I doubt they have much pull in regards to sponsors and companies that make merch. Stable company, expect slow but steady growth.

Tenma being 3 hours late and barely dipping below 800 viewers was pretty hilarious given some of Niji's CCV)

>> No.70597386

>>70596428
Sony bought 3600000 shares and bumped the stock to 3180 from 3050. HFT algos jumped in with the change in volume, predictably. It's now stable and bag holders will wait until the 14th to change their long positions.

>> No.70597389

>>70596027
>skins
is this why genshin devs are so allergic to skins? its like they refuse free money for some reason and i can understand that if they are scared of a rabid mob like this lol

>> No.70597531

>>70597222
Its usually a pretty reliable trick to bump stock prices. Buying back stock signals to investors that a company expects their stock prices to grow imminently so they can resell at a profit, so people buy up remaining stocks hoping to profit off of this gambit, which causes the stock prices to rise artificially and thus inflate the overall value of their stocks.

99% of the time this is easy money though the liquidity required can slow down other investment and shrink/delay long-term growth. Niji is in the 1% where their stock prices crashed while they were still hoping to sell at a profit, so it's just a hard loss in addition to floundering investment in the actual business.

>> No.70597603

>>70597389
The first one was about Honkai Impact 3rd.
The second one was about Genshin Impact.
The third one was about Genshin Impact (in comparison to Honkai Star Rail).
The fourth one was/is about Mihoyo in general (with the summer skin as pretext).

>> No.70597826

>>70597603
well now it makes a lot of sense.
>genshin swimsuit skins
what the fuck? i thought that they were pretty tasteful so cant even sperg over whoring themselves to the west lol

>> No.70597853

>>70597531
It's not, that's why it's rarely used by companies that haven't reached market saturation, especially now with interest rates so high. Share repurchase
is a last resort to raise stock price/dividend yields, if the company is not experiencing growth and expansion.
Anycolor Inc. did something peculiar. They had a share repurchase campaign, but they didn't increase corporate leverage (because debt is extremely expensive at the moment), so they were not able to make use of the higher price-point to take out more cheap loans that they could in turn collateralize or use as an underlying instrument for derivatives.

They effectively threw the money away.

>> No.70597930

>>70597826
Original skins (and some characters themselves) were more revealing, but the Chinese Communist Party passed a resolution about obscenity, which forced Mihoyo to retroactively change the skins and "nerf" the busts of some characters.

The skins in the Global version are different from the skins in the CN version.

>> No.70597991

>>70597853
>take out more cheap loans that they could in turn collateralize or use as an underlying instrument for derivatives
I'm retarded so I don't fully understand what you mean by this, but they're sitting on piles of cash and not doing anything with it, what would they need loans for?

>> No.70598137

>>70597991
Loans are used as asset vehicles by companies anon. They are "debt" for common folk like you or me, but they are assets for corporations, and can be used to take out more loans.
When a company takes out a 1 million dollar loan, they now have 1 more million dollars in market capitalization.

>> No.70598371

>>70597853
That's not really contradicting what I said. It's a 'last resort' but it's pretty reliable and effective at what it attempts to do.

>>70597991
You generally don't want to ever sit on piles of cash, you want to be investing that in either your own company or in buying shares in other businesses. Loans could increase the amount of stuff you could then buy up all at once before others realise that your company is in decline and the profit off those investments can cover the loans. In short; the piles of cash exist to show lenders you're safe, and thus get better rates on loans, which can then be used to expand/diversify etc.

>> No.70598381

>>70583349
>but is it possible for niji to fabricate financial report revenue?
Yes. It is possible for them to fabricate financial report revenue.
It would be very stupid, and is EXTREMELY illegal. But, like raping livestock and double parking, it is a thing which can be done.

>> No.70599282

>>70598381
>It would be very stupid
this is definitely what they'll be doing, then.

>> No.70601112 [SPOILER] 
File: 280 KB, 1376x1436, 1709568513886466.jpg [View same] [iqdb] [saucenao] [google]
70601112

I am sure the investors are going to love it when they hear these news too

>> No.70601369
File: 204 KB, 464x498, 1698993550611090.png [View same] [iqdb] [saucenao] [google]
70601369

>>70583877
>>70584080
Let's tie this cunt to the back of a truck and drag him through a field of broken glass

>> No.70601461

>>70584386
Vox has essentially pulled a Miguel Gato to where the only people still supporting him are genuinely crazy. Any casual sisters would rather watch saner members of Luxiem like Shu or Ike.

>> No.70602813

This was a fun thread. Reading /biz/ topics is pretty interesting.

>> No.70603126

>>70592948
The thing you have to consider is they're the biggest in terms of roster of talents. When you look at the profit per talent you kind of see they're being propped up by a dozen talents. But with any live performance group you need support staff. If you've ever worked a concert, there's 5 people in a band and at least 100 roadies, sound engineers, light engineers, security, ticket staff etc etc. They don't spend in this area, which is why fuckups are a monthly almost weekly thing for Niji.
They either need to trim the roster or invest in support infrastructure. Both will be painful financially. They've got way too many 2- low 3 view shitters but it's bad look to let them go and optics fucking suck if they get dropped in the near future. They invest in support infrastructure you need time to find candidates, you need to pay them wages. This is all expenditure. This affects the balance sheets and the way Niji stays so profitable is by keeping costs very very low. It's why they're locked in a PR death spiral
Then there's goodwill. They have none, investors are losing their patience. Fans? lol. Relying on a maybe 10K hardcore doxxsite fujos is not a winning move. If the company is sold this also affects the pricing. Niji is a big brand that's heavily tainted particularly in the West. They've already lost quite a few sponsorship deals in the West. Who knows how many they've lost over the years in JP with the numerous yabs that we don't know about.
I don't think the situation is irrecoverable. But it requires a lot financial pain and resources to correct. Which is why I think 2nd is extremely optimistic. I don't believe they have the appetite nor the resources to do it.

>> No.70603177

Not looking to good. That shareholder meeting is gonna be tense. No way investors have not seen the activity - and the diligent ones have investigated the drama.

>> No.70603389

>Nijisanji: You have two hours to sign this NDA so you cannot slander us when we eject you from the company.

>Also Nijisanji: Getting perms for this will take months, you will have to wait, these things take time.

>> No.70603899

>>70582063
I thought it had dipped all it was supposed to dip? Did sisters lie to me?

>> No.70603936

>>70585772
Tell that to everyone who’s ever had their government reduce the gold content in their coinage.
>>70586154
It worked well enough for a while, but the global economy has grown so much that it’s essentially doing the same thing as fiat currency with extra steps. Also, bimetallism is superior to the gold standard.

>> No.70604153

>>70582560
>stock buyback
>collab with google
>collab with SEGA
>sending livers to every event they possibly can
>stock is still flatlining at best
and the groups partnering with them are regretting it too

>> No.70604191

>>70604153
Should have put money in Hololive it seems

>> No.70604253

>>70591842
I think you’re confusing Ugarit and Uruk.

>> No.70604559

>>70603177
Still 9 and a half days until the meeting. Plenty of time for this shitshow to have a sudden case of incontinence right before Riku has to do another standing dogeza.

>> No.70605157

>>70582560
Investors are shitting their pants.
Last June's shareholder meeting had them ask Riku how he intends to combat losses made by graduations.
This was before the exodus of how many are gone.
So many from ID, EN and JP are gone AFTER that meeting that they may tear open Riku's asshole in the next meeting.

>> No.70605232

>>70604191
SEGA put money into both and the difference in the results is staggering

>> No.70605918

>>70582063
Sad days

>> No.70606127

>>70603177
wheres is this rumour niji will hold a meeting in march?
niji shareholder general meeting is in july.
they will only release financial report in 14th march afaik

>> No.70606428

YIKES

>> No.70606536

>>70606127
Yeah, and when you release the report, and investors snoop through the numbers, you are going to get questions. The general meeting is a yearly event, but it is pretty common practice for partners and investors to instigate about the next financial year when you close the last one (which is what the report is doing). They will want to know why the stock buyback torched all the profits, and what is being done about it. I would if it was my money.

>> No.70608173

I thought the stock was gonna bounce back soon Niji-bros, whats our response?

>> No.70608211

>>70596559
It just crashed 150 in two days anon.
They would be under 3000 if Sony didn’t bail them out last Thursday by buying as much as they could and day traders joining in.

>> No.70608295

>>70597018
It wasn’t $7.5 million
The buyback was for $18 million USD.

>> No.70609654

>>70608295
And the company lost approx. 160 million USD in market capitalization (3820JPY @ 5/2/2024 versus 3040JPY @ 22/2/2024).

It is now sitting @ 3110 after Sony Media Group bought 3600000 shares.

>> No.70611640
File: 84 KB, 1536x864, 1707855610726208.png [View same] [iqdb] [saucenao] [google]
70611640

>>70608173
I-It's n-negligible.

>> No.70612660

They nuked all the comments on that jp yahoo page. Is that something they do regularly or did someone complain about now negative it was?

>> No.70612846

>>70612660
They've done it like 4 times at least since the shitshow started

>> No.70613019

>>70612660
It resets daily, you can check the pinned comment for past day

>> No.70613244

>>70612660
He is correct >>70613019 but still, I have been there since this whole shit show started and they have deleted posts for "misleading" or "negative feedback.

>> No.70613270

>>70582063
If the news that's coming out on April is as big as people say, I wonder if the stock will fall to under 3000 yen.

>> No.70613314

>>70603177
considering what they have done for the past month with a promise to turn things around, i doubt they can show results

>> No.70613454
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70613454

This is what I think is going to happen. This is just speculation so take it with a grain of salt. The NijiEN branch is going to shut down and transition into a blanket NijiASIA branch. Niji knows by now that their brand in the West is dead, hell even the remaining Nijifans know this seeing as most of them are from Asia. This is why they are currently focusing on projects and events in Asia. It's all done to prepare for the inevitable transition There will be no more graduations. All of the "Livers"(Man I hate using this retarded word) will now focus on their Asian fans. This is why they are going to act like the whole bullying Selen situation never happened because they know their remaining fans(Asians) don't care because they lack morality.

>> No.70613576
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70613576

>>70612660
Hope they enjoyed our cultural exchange over there

>> No.70613860

>>70613454
That seems reasonable enough that I can picture that happening. Anycolor technically isn't lying about EN being a source of potential growth, but they'll have to drastically scale down their ambitions because their name is radioactive in western countries.

>> No.70614393

>>70613454
>The NijiEN branch is going to shut down and transition into a blanket NijiASIA branch
grim

>> No.70614586
File: 52 KB, 954x727, 1682756429819.png [View same] [iqdb] [saucenao] [google]
70614586

>>70582063
The Vtuber business is a fad, that will not last long, that's why any investor know that is a volatile stock.

In fact, we know that not only views, but merch sell and donations, are going down all over the

>> No.70614854

>>70613454
Would probably be the smart thing to do, but I that probably won't happen until 2025, when they can assure investors there's going to be Nijisanji America / some other NA/EA brand.

>> No.70615319

>>70614586
We have last year financial report for both companies anon, the numbers are going up

>> No.70615511

thank you for the sane discussion, anons, good reading

>> No.70615523

>>70615319
Not since early December, some people were saying it was because it was the end of the fiscal year in Japan, but that was 4 months ago

>> No.70615533

>>70605157
when would that be?.

>> No.70615646

>>70615533
Earnings report for Q3 (October November December) will be released on March 14th. Shareholder presentation also comes out then, and shareholders will start bombarding Riku with questions about the company’s future, especially EN.

End of year financial report (2024) is set to be released in June, along with a general shareholders meeting.

>> No.70615689

>>70595680
Reminder they hard doxxed Sayu when she got suspended and Niji did nothing about it

>> No.70615940

>>70615646
>Shareholder presentation also comes out then, and shareholders will start bombarding Riku with questions about the company’s future, especially EN
Can't he dodge any uncomfortable questions with "This will be addressed in June"?

>> No.70616143

Isnt it bad sign if sony buy the share to increase stock price?

>> No.70616324

>>70616143
not terribly, sony already owned 5% (number taken from here and too lazy to check) if they buy more to up their ownership that is just solidifying their position. They could believe in niji long term, the brand is still strong enough in japan after all and we know that sony makes small moves against hololive to help (denying perms etc)

>> No.70616330

>>70615940
If he wants to make them worry even more, sure.

>> No.70616359

>>70615940
what would you think, if there is a literal dumpster fire where you see your money is burning, and you ask the responsible for that, wtf is happening over there?, and he tells you, "uhhh, ask me again in a few hours", how would you react?

>> No.70616433
File: 274 KB, 1500x1000, DeathofCeasar-58cfe3c33df78c3c4f0e566c.jpg [View same] [iqdb] [saucenao] [google]
70616433

>>70585546
>march 14th
Ruh roh, Riku.

>> No.70616463

>>70615646
so, i should expect some great memes by june then?

>> No.70616531

>Riku is asked what he is gonna do about it
>Riku is attending via teleconference
>Riku is on his yatch in international waters
>Starts executing livers on camera

>> No.70617034

>>70582063
qrd in /vt/ memes?

>> No.70617184
File: 309 KB, 800x960, 1707976558247992.jpg [View same] [iqdb] [saucenao] [google]
70617184

>>70617034

>> No.70617394

>>70616330
>>70616359
I'm taking this as a no.

>> No.70617416

>>70616531
>"if that's what it takes, then so be it."
Riku, with the reallity on his head totally distorted

>> No.70617504

gave zion 3 hours to sign a contract in the middle of the night lmao bruh this company just gets blacker

>> No.70617705

>>70617504
And that is on the bottom of the list of shit things they've pulled.
Trust me anon, this company is blacker than satan's asshole.
Someone link that 45 page document that the autist wrote to dismantle Niji's finances and dark history.

>> No.70617837

>>70617705
https://docs.google.com/document/d/1VtIfkDY-0l6xtr7Usp-vPPM_GM3KqGdZbCANhixnvoA/edit
It's 48 pages now.

>> No.70618237

>>70617837
NTA but thank you for this. Looks quite interesting, will read.

>> No.70618684

>>70618237
Keep in mind, it doesn't mention some of the other shit that Niji pulled, just the most notable ones.
Off the top of my head, none of the ex-ID or JP livers have anything good to say about Niji. In fact, a lot of ex-ID have mentioned they earned a lot more as indies compared to their time in Niji.
As for JP, many of the ex-livers there were either silently terminated/graduated, quit because of harassment/stalking that Niji wouldn't help them with, and a bunch of internal divisions and fights.

>> No.70619383

>>70613454
anon, even in Asia the only countries they have even a sliver of foothold is China and Phillipines.... They can never earn enough money from them to justify it being an overseas branch

>> No.70619474

>>70619383
would be pathetic of them to crawl back into ID after booting themselves out
when even HoloID is mogging on NijiEN, you know something went terribly wrong.
despite holo's own issues, it actually invested and supported ID enough to stand on its own.
niji never had the patience or the willingness to open their wallet to achieve similar results.

>> No.70619827
File: 9 KB, 722x171, image_2024-03-05_003130037.png [View same] [iqdb] [saucenao] [google]
70619827

uh oh..
This is the first time I have seen the want to sell share this big

>> No.70620009

>>70619474
I know you're joking, but Riku trying to crawl back to ID just so they can show that they're still trying to grow internationally would be hilarious. The ID vtuber community currently despise Nijisanji, even the ID nijiniggers have turned anti after most of the ExID chuubas graduated. Even the fucking ID wikipedia page was clowning on them throughout the Selen fiasco. The only "semblance" of a stronghold that niji has is maayybe the Philippines just because Millie is there and even they're starting to turn on her.

>> No.70620176

>>70620009
i thought flips would be on her side just for being flip

>> No.70620738
File: 25 KB, 703x740, AnycolorStock.png [View same] [iqdb] [saucenao] [google]
70620738

>>70619827
Latest comments from stock traders

>> No.70620986

>>70584117
Is the 3100 floor even that hard though? Kinda seems like the true floor is 3000 and if they dip below that it's going to crash and burn

>> No.70621037

>>70620009
Most still are but even our dumbasses are seeing chinks in the armor. Flips can be very fanatical supporters (especially when it comes to "national pride") but we're also notorious for our crab mentality
t.flip

>> No.70621130

>>70621037
meant for >>70620176

>> No.70621208
File: 2.00 MB, 300x510, 1701848851362175.gif [View same] [iqdb] [saucenao] [google]
70621208

>>70615940
He's already pissed enough about the situation to release a video addressing it. He acknowledged how much EN fucked up and talked about plans to restructure the branch. It looks like both him and the investors are pissed and are looking for answers, so I think the opposite will happen: Nijisanji will write up an industrial grade copium report that will address what went wrong and put emphasis on the changes that will occur. I predict it will be a more thorough rehash of what Riku stated in his video with some additional information revealed by their investigations.

While EN management likes to stick its head in the sand Riku is kicking their door in asking them where the fuck his money went.

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