Gilly, this has a lot of relevance.
The Neilson model means that revenue will not be available to tv2u or is underlying partners
Further to this the underlying platform analytics means nothing if there is no market to sell the data to monetise it .
Further complicating this , will be 2018 privacy changes in Europe will eventually flow into APAC.
There needs to be a realignment of the expectations of the shareholders to the actual value of the technology
The underlying value and long term potential of the company will be driven by its relevance to the market and how well it integrates with other leading edge video technology
If your looking for a few cents gain , I am very happy for you
However, if you are looking for longer term growth or a purchase by a larger player such a amazon, Comcast or Ooyala then we need to focus on the viablility tech of the company
Let’s look historically at Telstras seed investment in Ooyala im 2012.
This decision was based on the underlying potential and not claims of management trying to talk up the company value
DYOR
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