thank you jlo2010..very clear and very helpful ...had not...

First 98 Last

Share
Profile

Follow
timbobo

230 Posts.

37

07/01/20

08:21

Post #: 42255964
Share

Originally posted by jlo2012: ↑

In short:

- Addresses an industry/sector need/gap due music having gone digital
- Large total addressable market
- Easily scalable cloud based product/technology with relatively fixed overheads
- Extensive agreements/partnerships with THE big players in the industry. The product/s are pre revenue but these sort of agreements with Sony, Warner, Grammys etc are not easily obtained (no one else has them) and are clearly early stage validation of the product and management team.
- No other competitor providing official/endorsed
- Recent raising of capital should see the company into early revenue and that is the reason for my timing of entry (shoet-med term cash balance risk removed). Further $$ due soon from Marine sale too.

I also expect the API offering to have the greatest upside if they pull it off. Target customers would be the likes of Apple, Spotify etc. they could be game changer agreements.

"Siri, create me a playlist of all the tracks Dave Grohl has played drums on in his career." - Each time that sort of Q is asked by someone anywhere in the world could be revenue for JXT.

Apple etc. will be willing to pay money to ensure that Siri creates as ACCURATE a playlist as possible.

All of the above may not play out (pun intended) but if it does the upside here is very high. Given the very early stage things are at this forms a small part of my portfolio buy I will add on signs of revenue/user metric traction and/or landing a big revenue generating API agreement with Apple etc.

Hope that helps. Cheers.

Expand

thank you jlo2010..very clear and very helpful ...had not thought of the Apple/siri angle.....i will add on positive news....please keep up the analysis

JXT Price at posting: 14.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

1 Great analysis

Reply

Top Stories

Quarterly and half yearly reports: Ampol, Fortescue and Newmont.

Acquisitions roundup: European Lithium, Diatreme Resources and SRJ Technologies

HXL

Hexima shares rise 66% on proposed acquisition of AI player Real Thing Entertainment

BGL

Bellevue aims for 45% production increase by FY 2028, announces $150M placement

PEC

Perpetual sniffs TREOs beyond 4000ppm at Raptor play in Brazil

There are more pages in this discussion • 22 more messages in this thread...

First 98 Last

Add VNL (ASX) to my watchlist

(20min delay)
Last 9.4¢		Change -0.006(6.00%)		Mkt cap ! $94.95M

Open	High	Low	Value	Volume
9.5¢	9.5¢	9.4¢	$5.727K	60.85K

Buyers (Bids)

No.	Vol.	Price($)
1	71172	9.3¢

Sellers (Offers)

Price($)	Vol.	No.
9.9¢	12000	2

View Market Depth

No.	Vol.	Price($)
1	71172	0.093
1	50000	0.092
1	100000	0.091
3	128000	0.090
1	35589	0.085

Price($)	Vol.	No.
0.099	7500	1
0.100	196059	2
0.105	100000	1
0.110	100000	1
0.115	208796	4

Last trade - 10.25am 25/07/2024 (20 minute delay)

VNL (ASX) Chart

thank you jlo2010..very clear and very helpful ...had not...

Quarterly and half yearly reports: Ampol, Fortescue and Newmont.

Acquisitions roundup: European Lithium, Diatreme Resources and SRJ Technologies

Hexima shares rise 66% on proposed acquisition of AI player Real Thing Entertainment

Bellevue aims for 45% production increase by FY 2028, announces $150M placement

Perpetual sniffs TREOs beyond 4000ppm at Raptor play in Brazil

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

thank you jlo2010..very clear and very helpful ...had not...

Top Stories

Quarterly and half yearly reports: Ampol, Fortescue and Newmont.

Acquisitions roundup: European Lithium, Diatreme Resources and SRJ Technologies

Hexima shares rise 66% on proposed acquisition of AI player Real Thing Entertainment

Bellevue aims for 45% production increase by FY 2028, announces $150M placement

Perpetual sniffs TREOs beyond 4000ppm at Raptor play in Brazil

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News