Linius Technologies Ltd. Did someone press Fast Forward? Just in...

Linius Technologies Ltd.

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0	Column 1 0 Did someone press Fast Forward?

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Column 1 0 Just in the past few weeks it seems LNU has switched into high gear. In addition to showcasing its technology at the International Broadcasting Conference (IBC) in Amsterdam last week, LNU recently highlighted a specific use case of its technology, Content AI, which we believe will generate significant interest from both the public and private Security sectors as well as the Search industry, e.g. Google, Microsoft etc.Furthermore, the company released the beta version of its technology, which is now available for evaluation by potential business partners and customers. And Linius has entered into three additional partnership discussions in the slipstream of IBC. Moreover, and more sector-specific, Netflix has started pushing a new video file format to the movie and video industry, which is ideally suited to work together with LNU’s technology. We believe this presents a significant opportunity for LNU to drive adoption of its technology. Finally, as we wrote earlier, the recent A$0.5M investment by the Kirby family is a major validation for LNU’s technology, given the Village Roadshow connection. Overall, it seems someone pressed Fast Forward on the LNU story.Starting to gain significant Traction, BUY rating reiterated, fair value A$ 0.28 We reiterate our Buy recommendation for LNU. In our view, developments in the last several weeks have substantially reinforced the investment case. We believe the company should be able to sign additional channel partners in the near to medium term to prepare for the commercial launch early 2017. In our DCF model, fair value per LNU share is A$ 0.28.

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