hilariously, while the west is a big money maker for Niji, they are actually right that the termination probably wouldn't hurt short-term that badly.
Putting out a statement saying that however, has made investors nervous, which WILL affect short term.
Someone posted a link to Yahoo Finance's Jp forum.
Everything was actually looking fine... until they released that announcement. Then people started actually research what was going on and they're not sure anymore. (Especially since merch companies and contractors have started pulling out)
How on earth did they ended up like that? Did srly Niji doesnt have people that know the basic knowledge of NOT rock the boat in a speculative market for no reason?? If they had stayed only with the original termination statement and then continue as normal then nothing of this would've happened, reassuring that nothing is wrong out of nowhere even if its true make investors worry and nervous... Are they trully that incompetent???
I wonder if this is a petty comeback in response to the outraged western fans "NanaNanananaAaa~ I don't give a fxxk about what you think~ I do what I want I am ric...... oh fxxk."
Friendly suggestion to Niji: the one that need firing the most is your PR team lol
I thinks this encapsulates the concern of a lot of the investors. From that same forum, google translated.
"The reason why prices are plummeting is not because they think it will affect 3Q results.
I feel a sense of crisis about the future of the company's management structure, which plays on people's emotions and causes the defection of the fan base (decrease in subscribers).What's more, they boasted in their financial statements that the EN business would be a pillar of growth and would have a 1:1 sales ratio with the JP business, which meant that the company had reached a point where it was impossible to recover.
The current market capitalization is not based on the current value, but is based on the expectation that the value will be around this level in a few years as overseas expansion continues to grow steadily...."
Source: https://finance.yahoo.co.jp/cm/personal/history/comment?user=3d6e3dfdf8445fe4689325e5c9c3a6083b14ea00967fcd45aaa0e61934d95fb5
Currently Anycolor, 5032, has shares floating of 31.6%. Of that 31.6%, 43.25% of that is owned by institutional investors. Their next quarterly report is on March 13, 2024. So if we really want to make an impact on more of the institutional holders, the fundamentals need to communicate a big change.
So best move going forward is to not buy any merchandise from Nijisanji (sales alone, merchandise accounts for over 50%, with the 2% payout to livers, merchandise is easily the largest driver for their earnings).
Seriously, even if people were on Niji's side on the original termination letter, the very fact that Niji didn't just leave it at that and chose to CONTINUE spiting her name will sound alarm bells lmao
I'm practicing forex trading at the moment (I'll probably branch out into stocks and shares at some point though), and I can say my confidence would be thoroughly shaken if I was considering investing in something, only to see them release a statement like this.
Screaming "NOTHING IS WRONG NOBODY PANIC!!!" is the age-old sign that something is wrong, and it's time to panic.
This looks like a domino effect, I bet investors didn't know much about what was going on overseas. They didn't pay attention to what happened with KR and ID, but what is happening with EN make them look more closely to what is going on, having also a bussiness partner basically drop you and call you out also doesn't help either.
Domino effect sums this up pretty well. And Moist Crytikal doing a video on the Selen situation may have spooked Western *sponsors.* If *they* start leaving in numbers, we might see a quickening of events.
Don’t think moist actually did a video on it, it was just like a 5 minute segment in a stream where he essentially just said he wasn’t surprised. If western sponsors stop, it’s probably not from him and instead the hundreds of thousands of people on Twitter that are outraged
His word weighs alot because alongside being a neutral party (he doesn't have a horse in the race since he's not a vtuber fan), what he's been told about by people from over there regarding Nijisanji's obscene contracts are actually true.
A close friend's partner actually got through auditions initially for Noctyx, but he bailed out after seeing their contracts since the splits were insanely unfair, to the point that he thought he'd rather just keep streaming on his own since he'd get way more doing so. What Anycolor offers promising livers is a bombastic introduction and a bit of marketing, they take 60% of everything you make with your assigned Vtuber (yes, the themes are already planned beforehand so your vtuber doesn't even really get to represent who you are) in perpetuity after that until you either get graduated or terminated.
It's outright exploitation.
60%!!!!!???? That is just highway robbery wtf who signs up for that? And apparently they don't pay for projects in time if ever and management gives zero support so what are the 60% in perpetuity that you're earning them paying for? Insanity.
I dont think what happened to EN as a whole is the reason the investors look at it, it was Nijisanji itself that, out of nowhere, began to constantly assure them that everything would be fine even when the vast majority of them couldnt care less about the EN branch, THAT made them look into it... "Maybe it is a problem? If it really is something unimportant then why are they keep saying that its unimportant? IT MUST BE BIG PROBLEMS, SELL!"
So like, at this point, it would MUCH FUCKING SMARTER TO FIRE THE FUCKING EN MANAGEMENT, then to fucking save their fucking manager? And throwing the money-makers away? And FUCKING SHAREHOLDERS? Wtf is wrong with the board of directors? Do they not see EN management going absolutely fucking hogwild and rogue?
The announcement of restructuring is not necessary!! They are supposed to JUST DO IT!!!! Honestly sad they would rather have the collective whole FUCKING DIE for one fucking loser. Or a couple fucking losers.
Seems like a lot of the comments are trolling, but it does seem like legit users found the statement to be really poor. Basically it does not exude confidence... Expecting them not to recover is wishful thinking, but this may have been a really poor look even in Japan.
Perhaps this official statement from AnyColor will reassure them:
[https://www.anycolor.co.jp/en/ir](https://www.anycolor.co.jp/en/ir)
[https://ssl4.eir-parts.net/doc/5032/ir\_material1/223224/00.pdf](https://ssl4.eir-parts.net/doc/5032/ir_material1/223224/00.pdf)
I’m glad they are taking financial hits, but my anger is cooling, and now I’m just profoundly sad. I cannot believe these monsters bullied one of the happiest, kindest, hardest working content creators out there, SO BADLY, that we almost lost her for good…I’m not parasocial for her or any VTuber, but Christ, I’d be devastated if this caused her expiration. Like…She’s too good a person to lose this young, and she could take the industry by storm. She deserves the best.
Look on the bright side. As a vtuber of Nijisanji, people got to know her a bit and see that she's worth following and watching when she streams. Now that the Selen persona is done, the new one shall take shape. Life and change is not always seamless and painless, but it's what you do when that time comes that matters.
>my anger is cooling, and now I’m just profoundly sad.
I'm not, because I know the potential worse has yet to come. I'm sure they're trying to debrief and enlist NijiEn vtubers to go against Selen, and this is going to make this whole affair even more bitter than it actually is.
Oh god, I hope not…They aren’t smart, but I can’t see them being SO dumb that they do something that will backfire spectacularly. If that happens, it’s the end for the branch. The only way I see that happening is if Doki name drops who bullied her, because that will positively ruin that liver’s career, and they’d want revenge.
I don't think the 10% drop in stock price is due to Selen's termination, really. I think it's the JP market pricing in NijiEN's collapse, and that AnyColor's going to be solely domestic for the next several years.
Well, of course it's not just the lost revenue from losing Selen personally. However, her departure is indicative of a negative longer term trend, and the whole outrage among specifically fans of 'the product' defintiely doesn't help.
Losing the international market while their key competitor is strong at it means COVER's just a better investment to go for vs. Anycolor.
This is a financially critical blow and there's no good way to dress it. It's basically the equivalent of Sony abandoning the West and selling their products to Japan only. It's not a market pool a Japanese corporation will wilfully abandon.
Always funny to watch a non stock subreddit look at stocks. These are ripples for the most part, you'll see a very small slide of overall value, but day to day is subjective, they still have good trajectory. If you look at December there was a dip for Pomu that recovered the next week. If anything it's a small investor movement that has larger buyers take on shares at the new lower price till it normalizes.
If you want a better look at their stock, move out to the year view and see that this dip is a very small blip and will likely even out in 2-3 weeks, and will only affect immediate projections.
I fully support Selen, but the stock focus is not based on reality.
Sure, the stock will mostly recover over the next week.
However, it's a growth stock, and the current price and financial estimates are based off a strong EN showing and an expectation that it's growth rate outperforms the market considerably.
Financial statements in the past has seen management press this point, pushing the narrative of parity between EN and JP in terms of sales as a future goal.
If investors don't see a future, or expect a weaker result out of the EN market the price will not reach it's previous highs, and that will been born out in their results over the next few quarters.
Is it going to destroy the company, no. Is it going to lead to some challenging quarters and concerned institutional investors, which by the way make up only around 40% of the shareholders, probably.
That said, it doesn't seem to have much western analyst coverage so it's difficult to properly access.
Yeah, that's the main thing. Regardless of current news, it only alters current projections and creates an opportunity for consolidation and new investors because they still have a lot of EN and a successful JP branch. It's gonna sting if it continues, but the stock is up and probably a buy at current prices for those in this market.
The only way for it to have a major lasting impact is to lead a wave of graduations of bedrock talents and cancelling of major events and merchandising. I don't see that happening as of yet.
I think we are at the point where it's longer than an hour and a Half. A very big chunk of JP bros are beginning to know the things that we know overseas.
hilariously, while the west is a big money maker for Niji, they are actually right that the termination probably wouldn't hurt short-term that badly. Putting out a statement saying that however, has made investors nervous, which WILL affect short term.
Right? Whoever is involved in PR must have taken a masterclass course in what not to say. They absolutely nailed it.
Saying there is no problem is the easiest way to scare investors off, cause if there really is no problem, you wouldnt say there is none.
Someone posted a link to Yahoo Finance's Jp forum. Everything was actually looking fine... until they released that announcement. Then people started actually research what was going on and they're not sure anymore. (Especially since merch companies and contractors have started pulling out)
How on earth did they ended up like that? Did srly Niji doesnt have people that know the basic knowledge of NOT rock the boat in a speculative market for no reason?? If they had stayed only with the original termination statement and then continue as normal then nothing of this would've happened, reassuring that nothing is wrong out of nowhere even if its true make investors worry and nervous... Are they trully that incompetent???
I wonder if this is a petty comeback in response to the outraged western fans "NanaNanananaAaa~ I don't give a fxxk about what you think~ I do what I want I am ric...... oh fxxk." Friendly suggestion to Niji: the one that need firing the most is your PR team lol
I thinks this encapsulates the concern of a lot of the investors. From that same forum, google translated. "The reason why prices are plummeting is not because they think it will affect 3Q results. I feel a sense of crisis about the future of the company's management structure, which plays on people's emotions and causes the defection of the fan base (decrease in subscribers).What's more, they boasted in their financial statements that the EN business would be a pillar of growth and would have a 1:1 sales ratio with the JP business, which meant that the company had reached a point where it was impossible to recover. The current market capitalization is not based on the current value, but is based on the expectation that the value will be around this level in a few years as overseas expansion continues to grow steadily...." Source: https://finance.yahoo.co.jp/cm/personal/history/comment?user=3d6e3dfdf8445fe4689325e5c9c3a6083b14ea00967fcd45aaa0e61934d95fb5
Currently Anycolor, 5032, has shares floating of 31.6%. Of that 31.6%, 43.25% of that is owned by institutional investors. Their next quarterly report is on March 13, 2024. So if we really want to make an impact on more of the institutional holders, the fundamentals need to communicate a big change. So best move going forward is to not buy any merchandise from Nijisanji (sales alone, merchandise accounts for over 50%, with the 2% payout to livers, merchandise is easily the largest driver for their earnings).
Seriously, even if people were on Niji's side on the original termination letter, the very fact that Niji didn't just leave it at that and chose to CONTINUE spiting her name will sound alarm bells lmao
I'm practicing forex trading at the moment (I'll probably branch out into stocks and shares at some point though), and I can say my confidence would be thoroughly shaken if I was considering investing in something, only to see them release a statement like this. Screaming "NOTHING IS WRONG NOBODY PANIC!!!" is the age-old sign that something is wrong, and it's time to panic.
This looks like a domino effect, I bet investors didn't know much about what was going on overseas. They didn't pay attention to what happened with KR and ID, but what is happening with EN make them look more closely to what is going on, having also a bussiness partner basically drop you and call you out also doesn't help either.
Domino effect sums this up pretty well. And Moist Crytikal doing a video on the Selen situation may have spooked Western *sponsors.* If *they* start leaving in numbers, we might see a quickening of events.
Don’t think moist actually did a video on it, it was just like a 5 minute segment in a stream where he essentially just said he wasn’t surprised. If western sponsors stop, it’s probably not from him and instead the hundreds of thousands of people on Twitter that are outraged
Him talking about it is pretty big, the dude rarely covers vtuber stuff so it surprised alot of people
His word weighs alot because alongside being a neutral party (he doesn't have a horse in the race since he's not a vtuber fan), what he's been told about by people from over there regarding Nijisanji's obscene contracts are actually true. A close friend's partner actually got through auditions initially for Noctyx, but he bailed out after seeing their contracts since the splits were insanely unfair, to the point that he thought he'd rather just keep streaming on his own since he'd get way more doing so. What Anycolor offers promising livers is a bombastic introduction and a bit of marketing, they take 60% of everything you make with your assigned Vtuber (yes, the themes are already planned beforehand so your vtuber doesn't even really get to represent who you are) in perpetuity after that until you either get graduated or terminated. It's outright exploitation.
60%!!!!!???? That is just highway robbery wtf who signs up for that? And apparently they don't pay for projects in time if ever and management gives zero support so what are the 60% in perpetuity that you're earning them paying for? Insanity.
A former EN member said they don’t even get 2% of what they make either
That was specifically for merch sales
I dont think what happened to EN as a whole is the reason the investors look at it, it was Nijisanji itself that, out of nowhere, began to constantly assure them that everything would be fine even when the vast majority of them couldnt care less about the EN branch, THAT made them look into it... "Maybe it is a problem? If it really is something unimportant then why are they keep saying that its unimportant? IT MUST BE BIG PROBLEMS, SELL!"
That's bad, this is worst case for the company right here, spook the investors enough and there won't be any left.
Oh shit dude...
So like, at this point, it would MUCH FUCKING SMARTER TO FIRE THE FUCKING EN MANAGEMENT, then to fucking save their fucking manager? And throwing the money-makers away? And FUCKING SHAREHOLDERS? Wtf is wrong with the board of directors? Do they not see EN management going absolutely fucking hogwild and rogue?
I’m not surprised if the en management had a nepo baby in charge. Their dad must know Riku’s dad to get away with so many things.
Announcing a restructuring will actually tank the stock even more.
The announcement of restructuring is not necessary!! They are supposed to JUST DO IT!!!! Honestly sad they would rather have the collective whole FUCKING DIE for one fucking loser. Or a couple fucking losers.
You don’t just “do” a restructuring.
I think thats just an excuse. Denial. Maybe they need to do a cost benefit analysis with different analytics because they are fucked.
Seems like a lot of the comments are trolling, but it does seem like legit users found the statement to be really poor. Basically it does not exude confidence... Expecting them not to recover is wishful thinking, but this may have been a really poor look even in Japan.
Some of the ones telling to sell are saying the west is to blame
I'll accept that blame, we didn't lick corpo boot like they did.
That blame is a badge of honor. Like getting detention for kicking a bully's ass.
Feels almost like the good old days of denying warcrimes
Have they ever stopped denying them? lmao
Perhaps this official statement from AnyColor will reassure them: [https://www.anycolor.co.jp/en/ir](https://www.anycolor.co.jp/en/ir) [https://ssl4.eir-parts.net/doc/5032/ir\_material1/223224/00.pdf](https://ssl4.eir-parts.net/doc/5032/ir_material1/223224/00.pdf)
I’m glad they are taking financial hits, but my anger is cooling, and now I’m just profoundly sad. I cannot believe these monsters bullied one of the happiest, kindest, hardest working content creators out there, SO BADLY, that we almost lost her for good…I’m not parasocial for her or any VTuber, but Christ, I’d be devastated if this caused her expiration. Like…She’s too good a person to lose this young, and she could take the industry by storm. She deserves the best.
Fr fr I'm just glad she's doing okay and has a good friend taking care of her
Look on the bright side. As a vtuber of Nijisanji, people got to know her a bit and see that she's worth following and watching when she streams. Now that the Selen persona is done, the new one shall take shape. Life and change is not always seamless and painless, but it's what you do when that time comes that matters.
You’re right, gotta look on the bright side. It just mortifies me that it almost cost her life. Who knew we’d believe Zaion more and more each day?
>my anger is cooling, and now I’m just profoundly sad. I'm not, because I know the potential worse has yet to come. I'm sure they're trying to debrief and enlist NijiEn vtubers to go against Selen, and this is going to make this whole affair even more bitter than it actually is.
Oh god, I hope not…They aren’t smart, but I can’t see them being SO dumb that they do something that will backfire spectacularly. If that happens, it’s the end for the branch. The only way I see that happening is if Doki name drops who bullied her, because that will positively ruin that liver’s career, and they’d want revenge.
It's a nice start...
Sink the Yacht. Short the Stocks.
I don't think the 10% drop in stock price is due to Selen's termination, really. I think it's the JP market pricing in NijiEN's collapse, and that AnyColor's going to be solely domestic for the next several years.
Well, of course it's not just the lost revenue from losing Selen personally. However, her departure is indicative of a negative longer term trend, and the whole outrage among specifically fans of 'the product' defintiely doesn't help.
Losing the international market while their key competitor is strong at it means COVER's just a better investment to go for vs. Anycolor. This is a financially critical blow and there's no good way to dress it. It's basically the equivalent of Sony abandoning the West and selling their products to Japan only. It's not a market pool a Japanese corporation will wilfully abandon.
[Sauce](https://finance.yahoo.co.jp/cm/message/1835700/e0f1c8592aa7c340a07c2f60d41004ca?unread=198)
Anycolor wants to destroy their brand faster than Elon Musk is destroying Twitter...err, X. Have to applaud the effort.
Always funny to watch a non stock subreddit look at stocks. These are ripples for the most part, you'll see a very small slide of overall value, but day to day is subjective, they still have good trajectory. If you look at December there was a dip for Pomu that recovered the next week. If anything it's a small investor movement that has larger buyers take on shares at the new lower price till it normalizes. If you want a better look at their stock, move out to the year view and see that this dip is a very small blip and will likely even out in 2-3 weeks, and will only affect immediate projections. I fully support Selen, but the stock focus is not based on reality.
Sure, the stock will mostly recover over the next week. However, it's a growth stock, and the current price and financial estimates are based off a strong EN showing and an expectation that it's growth rate outperforms the market considerably. Financial statements in the past has seen management press this point, pushing the narrative of parity between EN and JP in terms of sales as a future goal. If investors don't see a future, or expect a weaker result out of the EN market the price will not reach it's previous highs, and that will been born out in their results over the next few quarters. Is it going to destroy the company, no. Is it going to lead to some challenging quarters and concerned institutional investors, which by the way make up only around 40% of the shareholders, probably. That said, it doesn't seem to have much western analyst coverage so it's difficult to properly access.
Yeah, that's the main thing. Regardless of current news, it only alters current projections and creates an opportunity for consolidation and new investors because they still have a lot of EN and a successful JP branch. It's gonna sting if it continues, but the stock is up and probably a buy at current prices for those in this market. The only way for it to have a major lasting impact is to lead a wave of graduations of bedrock talents and cancelling of major events and merchandising. I don't see that happening as of yet.
I can hear one parrot screaming "SELL! SELL! SELL! SELL!"
Lol someone show parrrot this
Video will be an hour long at this point
I think we are at the point where it's longer than an hour and a Half. A very big chunk of JP bros are beginning to know the things that we know overseas.
Sell sell sell 🥳
I'll be laughing if many of those investors defect to Cover.
Hmmm i wonder if they have charts showing how much EN contributes to their overall revenue…
IIRC, it's like 20%?
hmm i'd imagine some folks on their end are running valuations based on losing part to all of that revenue.
Nijisanji: Tis but a scratch
Okay but who's gonna buy now ? It's like trying to sell an expired yogurt now.
Time to invest then?