Short Term Trading Weekly thread week starting: 20th Mar, page-331

I tend to agree with @MrJackWallis on this one. Well. I agree with both of you, however Jack will prove to be.. right..er. The SP will boost on hype and some misinformation. But... THD don't have a product. They have a service. With no clear revenue model. And they aren't even 'selling' this service as this type of concept has to be free as most people aren't that inconvenienced (enough) to pay for the solution.

I've posted on this before.. but will remind others considering this tech again:

1) Competition that aggregates this aggregator + all the other services can quickly be developed rendering THD irrelevant.

2) Facebook and Instagram (and SC and Google) are NOT going to give up all of those customers eyeballs without a (big, messy, and no doubt underhanded) fight.

Two pertinent questions:
i) Why would FB spend so much time (and shed loads of money) streamlining their own app experience, only to give it away to THD?

ii) Google is BUILT on ad and content delivery. It's their bread and butter. They, like other ad providers, have struggled to make mobile profitable. Two dimensions, and very little screen real estate is not conducive for banner ads and pop ups. And now THD? Nobody cuts Googles lunch like that without some resistance.

Trade the trade, sure. But if you believe in this company, you really need to cross your fingers and hope it gets acquired before it gets superceded.