You know, which ever way I look at SYT, even the unknowns, I can't fault it. Regarding the financials, I wouldn't be surprised if cash earnings up until now are better than we imagine, considering this early stage. This is 'based' on two points: 2015 earnings were low, but the huge CR reduction in Q1 means that they have gone from low revenue and relative high overheads to a significant windfall. In my opinion, their finances are already growing exponentially, and the prior overheads/research development expenses have paid-off. Of course, these figures will be nothing compared to what can come in the future, but for now, I believe we will all get a small surprise this 'Friday.' Adding to this, will come the progress reports of both products roll-out in SEA, Sth America and Europe, which will come anytime, even prior to the Q, or at least in conjunction. No doubt the hype factor will really kick in when we see a good progress report.
Now there is something I must get off my chest, even if at risk of ramping, but nothing that already hasn't been said above. Besides, being very optimistic and providing some justification is hardly ramping according to what I learnt in last weekends discussion of the topic on the STT.
In my opinion, Freeway is going to be the Facebook of sponsored data! Not saying that it will reach that MC, but it will become the sponsored data equivalent in relative terms due to: best product in its field; probably best management for this tech; first mover advantage relative to quality of product; excellent integration compatibility for app developers (something rarely mentioned but critical for contracts); and most importantly, in the position to instigate this data revolution. This last point is the lynch-pin, for even if all the other factors are true, without the need for change in data supply, it would all come to little. In other words, Freeway is going to begin to create a paradigm shift in the culture of how data is provided. It is going to create a change like the printing press and the assembly line did, and we are going to be rewarded more than I am prepared to say (for I don't really know how much).
To me, only this last point is the unknown; everything else is a given.
Excuse me if I'm sounding a little bullish
- a Greenbaum grin to you all.
