As far as I'm aware after contact with David, Tv2 have...

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thermocouple

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15/06/17

11:02

Post #: 25289031
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Originally posted by taincrow ↑

A capital raise at this point would be logical to flag as the cost of the At Edge servers and video streaming play=out architecture closest to subscribers, coupled with the Head-End whether in KL or built elsewhere, now needs to be built to commercialise the contract.

It will need to be scalable so will based on announced SOL pipeline target customers, will in all likelihood be a new site. The old legacy KL Head-end which was written down in book value in 2015 to 300K value, would going forward probably be a demo DEV site until an Asian contract compelled them to spend again on a solution close to this market. Netflix through Amazon Web Services(AWS) has multiple instances worldwide to support different markets for their service.

There is little cash reserves in the bank to dedicate towards that purpose. A capital raise like you see in mining stocks done when funding the building of a mining plant setup, signals we are at that stage of company evolution. Its normal for it to happen and normally some dilution occurs whatever funding model is taken up.

A 200 live channel configuration is a big system with multiple licences involved, and then there is the cost of the content rights, and there is the assumed 24 x 7 call centre setup for support, none of which has been needed or developed up till now.

I will wait to get clarity around their deployment strategy and its funding model before opting to buy more stock as its not clear to me right now how this will be funded. The SOL announcement was the one I thought had most legs and the announcement of a regional OTT association is a good signal to the market.

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As far as I'm aware after contact with David, Tv2 have integrated the technology into Sol existing hardware and infrastructure and this is why the commercialisation of the contract has been swift and fairly cheap..

TV2 Price at posting: 1.1¢ Sentiment: Buy Disclosure: Held
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