>>110167885
thanks riku sama

Stockposters should be shot on sight. Doesn't matter if it's about anycolor or cover, it's all stupid

>>110167885
>when Cover and not Anycolor is dependent on Strait of Hormuz for merch
Why wouldn't they ship across the Pacific?

>>110168048
Where do you think your merch is made?
Are you really that fucking stupid?

>>110168081
>Where do you think your merch is made?
Again, why it would need to be transported by the Ocean Indic and not the Pacific.

>>110168124
Because you need Iranian oil to make transport possible you retarded mutt
And your merch is made in China
I'm talking to a sentinent goy. Let me explain it to you so you understand further. Your slop needs Iranian oil to China from the Strait of Hormuz to transport to Japan and to your mutt shithole. Got it?
We're about to witness the world's largest oil crisis and you're blissfully unaware of what you and Cover will be dealing with. Not Anycolor's problem because they use Singapore for their oil exports.

>>110168124
Impossible. There's a giant ice wall to the east of Japan.

Somehow the /pol/fags don't get banned btw

>>110168320
>Anycolor are winning
rumao even

>>110167885
The Strait's traffic is overwhelmingly Crude/LNG/Chemicals and energy goods in general
2% is regular commercial cargo.
Cover is not dependent on that route for merch.
It's far more a global energy consumption issue than a vtuber merch issue. Idiot.

>>110168241
Good Cover will abandon China and investment in Indonesia instead.

>>110168510
Cover recently shifted 1/3rd of their merch production to Indonesia

>>110167836
QRD for those who don't have much idea:
1. Anycolor released their financial report yesterday stating loss 0.95 billion yen due to mismanagement of inventory and in Q4 they are gonna report another 1.95 billion yen loss due to old merch still being in stock
2. They had a buyback in feb and many new investors like morgan stanely purchase their stocks because it was cheap value
3. Their stock was performing okayish until the financial report release date was getting close. Investors propped up the number because they thought the stock was undervalued
4. Today the market opened and it lost 660 of its market value from 4000 something to 3,400 now and still going down.

THE MOST IMPORTANT PART
5. Their stock going down doesn't matter until top 5 livers which are kuzuha , kanae , hayato , toya and fuwaminato are still in the company
6. They keep up with cover and start making new tech and producing more events and concert to give cover competition
7. They are able to stop NIJIEN decline

If they are able to keep up with 5,6,7 stock falling won't matter since anycolor doesn't have any massive debt and their sheets are showing profits from fields other than commerce (even though 60% of their revenue is from commerce)

>>110168966
That changes absolutely nothing for merch traffic. That all goes through the Suez Canal, not the waterway that connects the Gulf of Oman and Indian Oceans to the Persian Gulf. If it's made in Indonesia it's not outbound through the Strait.

>>110168672
Holobrowns confirming the stereotypes lmao.

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>>110169266
>7. They are able to stop NIJIEN decline
Lmfao you are as delusional as Riku who believes BtB brought them back based on botted views

>>110167836
how much can they lose in a day? I remember on the japanese stock market there are breakers if they lose too much too fast.

>>110167836
doesn't this always happen after holofes

>>110169504
"If" they are able to save nijien

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Corporate vtubing is dying (hopefully)
Take the indie pill

>>110168966
Ships generally need fuel to move, and fuel costs currently are getting higher than Towelie. Moving manufacturing from the PRC to SEA isn't gonna change this.

>>110169651
If you think that then short those companies then.

>>110169651
>Take the indie pill
Your indie oshis are gonna get Google Dockey'd left and right like there's no tomorrow!

>>110169713
>Drive up the price of international shipping so high we have to make our plastic merch trash locally
4D chess

>>110169266
>6. They keep up with cover and start making new tech and producing more events and concert to give cover competition

Apparently they're building? a new 3D studio in the near future. And so far they have about 9? (hopefully that includes Heroes/3SKM/ or AYAKAKI...just wishful thinking) paid lives planned so far in the year (that includes Nijifes)

>>110169266
>>110171053
the problem is nobody is gonna be hyped or excited for 2026 NijiEN concerts/events and that is not gonna change unless they somehow discover some gem who gets giga algo'd and she injects new energy into the whole EN project

the chances of that happening are like getting struck by lighting

They're just going to pivot to JP. They've already said as much. EN will bleed out until it becomes unprofitable, and only then will they merge it. Until then, they're fine subsidizing EN while JP does numbers.

>>110171053
They've been promising the new studio ever since hololive built theirs and every quarter they just shownthe same fucking render

>>110168241
This is the most retarded post I've read in a long time.
If the price becomes cheaper somewhere else, they'll buy somewhere else. Are you stupid?

>>110169504
NTA but this is nowhere near their lowest point. Unless Riku leaves or some big higher-up does something so illegal that someone needs to resign, the company will recover, and hell even then they'll probably be fine.
The company is unironically too big to fail and JP is still going strong. They could axe the entirety of NijiEN and still have several years to try again without worrying about real consequences.

Rich people don't get punished for anything.

>>110171430
Yeah its another new studio because they already opened last year (they have 3 studios afaik and they're booked and backlogged for months)

>>110171159
More of the JP were complaining about the lack of EN events at NijiFes (besides the anniversary 3D stage) and only 4 EN members are in the main concert stages.

>>110172440
There's no way JP was wanting MORE EN after last year. Weren't they fuming about a nobody group stealing showtime from the actual moneynmakers last year?

>>110172440
while the JP stuff is fun for the EN because of big spectacle and looks super impressive, it is meaningless to the cause of the EN branch.
They need to be doing concerts in North America at cons and venues. That means a hell of a lot more to the health and state of the branch.

>>110172552
they won't run big conventions or concerts in america because the american audience has firmly rejected nijien and they will never accept them
niji is scared from the double humiliation of 2024 of cancelling the LA concert and then getting kicked out of OffKai.

>>110172440
Lol nobody even know elira song, jpfan want them out completely from fes

>>110172133
Who the fuck asks for Anycolor status? Read the fucking threads properly before spouting unrelated things

>>110173497
Read the OP

ripbozo samefag-sama

>nijiJP revenue alone mogged the entire holoJP and holoEN combined
>somehow it's nijisanji is dying! two more weeks!
rumao

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>>110174669
>muh revenue
Tell that to the shareholders, bud

>>110167964
this. gay and retarded virtual numbers that do not matter. i wish a violent diarrhea to riku thought

>>110174903
Didn't holofags say that stock and shareholders don't matter? Do they suddenly matter just because it's niji now?

>>110178173
They still don't, but it's still very funny to watch them bend over for shareholders and then lose them anyways

>>110178173
It matters because niji use everything they can to pump the stocks (stock buyback, dividen, etc)

>>110174669
i don't really think holoen deserves a mention here
likely it's just nijijp vs holojp, and holoen (along with the other shitter branches) performs as bad if not worse than nijien

>>110169266
8. They still have tons of unsold merchandise that's costing them money instead of making any

>>110178351
decent bait
here's a (you)

>>110167836
We have a thread for your shekel counting numbers

>>110178173
holo's stock price is still worth less than half of nijisanji's stock kek

>>110178671
we're just setting up all the grudgeposts today huh

>>110178550
NIJISEETHE

>>110178173
>Holo stock doesn't matter
>Niji stock matter
Glad you understand this sis.

>>110179014
Love hololive hate number monkeys
simple as

>>110179390
Funny that sounds just like what a seething nijinigger would say

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>>110168241
LOL Eat shit /pol/tard

>>110167836
INTO THE GROUND

>>110168048
Because the Pacific is 90% open ocean with no port infrastructure to provide assistance if there's something wrong and no coast guard.
Tankers sail westward so they can follow the coast, make port stops at every major importer along the way and easily access assistance and protection from the coastguard. If you went eastward there would be nothing between Australia and California.

The straight of Hormuz being blockaded doesn't affect this because it's not the fucking Suez canal. But Hormuz is a strategic choke point through which most of the world's oil transits as it leaves Kuwait, Iraq and the UAE. The price of oil affects shipping because tankers are gas guzzlers and oil is basically the main expense associated with moving goods around the world. A 50% increase in gas prices means a 50% increase in the price everyone ends up paying for merch.

>>110174903
KWAB

>>110167836
>still higher than Cover
holokeks are so funny
Anykara despite losing the west is still competitive with cover on revenue. It's clear which of the two is stronger.

>>110169266
6 and 7 will not happen, lmao.
Nijisanji is not Cover. Cover is a glorified VR tech company that went into vtubing by accident. Their main schtick is developing VR software. Yagoo and his five directors all have background in tech development in gaming, TV Production etc. On the other hand Riku is a faggot investor with multiple dead businesses.
NijiEN is dead because simply because their reputation among potential vtubers is gone. Literally every member that left the company spread bad word about them or was literally a fucking sex pest. They are scrapping bottom of the barrel for new people and even that does not work.

The only way to save NijiEN would be a major cleanse of management, hard tardwraggling every person involved in that mess and Riku personally crawling to any high-level indie and begging them to join his shit show.

>>110182881
400million yen in revenue disagrees

>>110167836
the sad part is that nijisisters actually care about their jewvestors lol

>>110167836
AIIIIIEEEEE

>>110182969
he is talking specifically about nijiEN
you cant just throw money at the problem that the EN vtubing scene does not trust or accept nijiEN any more. they are toast.

the only way nijiEN could be saved is quite literally if Doki, Mint, Matara did joint collab with the nijiEN girls who need to be redeemed and said "time heals wounds we forgive all that went wrong and we hope the en scene will be as forgiving as we are"

>>110177312
To make things even I wish a violent diarrhea to yagoo. Worshipping any CEO is fucking retarded.

>>110169651
it's freaky going between threads and seeing them try to claim it's only happening to the other guy as like a show of superiority