With current conditions, it wouldn't be easy to convince the cinemas to switch to Saas. Plus the cinemas' exclusivity window is to shorten post-pandemic.
I remember hearing in mid-2019 that VGL is trying to get the AMC on board with its Movio module. Did they succeed?
I am not saying that VGL is not undervalued cause it is my "largest" position. But we need to be balanced and look behind the bonnet rather than throwing campaigns.
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$2.15 |
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Price($) | Vol. | No. |
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