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26/02/18

21:50

Post #: 31360981
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Originally posted by mikesz ↑

@blister

Yep, that's fair. From my experience (our business is built on video advertising) is that video is definitely in especially for marketing or understanding of audience behaviour. LNU has the right idea and certainly looks like their dynamic video creation system is a good one.

I just think they may be a little too early for this opportunity to truly flourish. Not many organisations understand the value of these kinds of analytics and so far everyone that I know and have been speaking to is just trying to stay afloat with the deluge of ad data from Google, facebook and the various other martech platforms. Martech in general is growing at 65% CAGR and the number of new entrants into the space is astounding. I have detailed research on this. Trouble in this is weeding out the hopefuls from the hopeless and then understanding their goto market strategy. If LNU can pull off a deal with a major corporate then it will be game on, otherwise it will just go sideways.

Like I said, I'll monitor and see how this goes. I'm also committed heavily elsewhere for the moment in opportunities that are very close to flying so may need to wait a bit longer for more dry powder.

I will ping you a little later with another opportunity that is looking as a global multi-industry disruption.

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Sorry, I couldn't disagree more.

1) The timing for Linius is good.
2) Linius doesn't do analytics. They convert video files into virtual video files that can be used for searching, personalised advertising, anti-piracy and security/surveillance.

LNU Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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