This model can be replicated and other companies are trying. The thing that sets BIG apart for pillar 1 is the autogen technology, quality of video and cost to customer and costs incurred. Pillar 2, is the fact they have ownership of all the video produced in pillar 1 and can monetise this content with both pillar 1 and pillar 2, and pillar 3 will hopefully bring it all together. The company and management has under promised and over delivered continually and are very targeted in their growth of the company. All in all they have slipped under the radar for long enough and are now leagues ahead of competitors. The other thing that keep getting me is the size of the potential market. BIG have created current success on a pipeline of 12,000 business, this pipeline has expanded to over 100,000 this year (in Australia alone), who knows what will happen when the US comes on line but the commentary from the company states it is better than expected. Could be why the SP has gone nuts recently.
BIG Price at posting:
$3.61 Sentiment: Buy Disclosure: Held
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