is qfx a takeover target ??, page-27

we've had similar discussions before redpill....

1) you refuse to see any future value in the business model (refer multiples that NFLX trade on... they are absurd)

2) have a look at the profits Instagram and Lovefilm were making when they took over.

3) why would HBO have taken 10% when they did if they saw no future in the business model?

4) no-one will be buying this one for $25m... you may as well start your valuation at $100m

5)there is no other pure-play subscription streaming service available in Australia

6) lots of declining revenues in traditional media... especially anyone reliant on ad revenue

7) telcos are looking for complimentary services to add to their broadband packages

There are plenty of reasons why this one does have takeover potential. That said... i don't think it will happen til it at least hits cashflow breakeven. Any prospective buyer will want proof that the business model is sustainable in the Aussie market.