Research Thread, page-20

Some interesting read out of update on Existing Agreements (Anns Dated : 02 Sept,2016)

1. Divan.TV collaboration update:
TV2U has commenced content delivery through its collaboration agreement with Divan.TV, with TV2U content currently being marketed to Divan’s one million plus users across Russia and the Commonwealth Independent States (CIS).   The collaboration agreement with Divan.TV enables TV2U content to be delivered into the region via a trusted and fully operational partner. Karaoke2U will be embedded in smart televisions as part of the Divan.tv application.

2. OM Telecom joint venture:
TV2U will begin the staged content delivery for Live and On‐demand premium regional content from the Indian subcontinent to the Australian market comprising of news, drama, movies and music. Full deployment will encompass karaoke, international television on demand, subscription video on demand and gaming through its OM Telecom joint venture. Both companies are finalizing the hardware delivery and marketing plan.

3. Karaoke2U Roll Out & Partnerships:
TV2U’s Karaoke2U App has now launched across the Commonwealth of Independent States (CIS) Region, Malaysia, Thailand, UK, New Zealand and Australia. After the initial soft launch the Company is now preparing for an official global online marketing campaign over the coming months to coincide with a major feature rich upgrade of K2U.

Currently the K2U app has over 10,000 active users with 3,000 active subscriptions during the 3 month soft launch. This has been achieved without any regional marketing campaigns and only via its launch on the IOS and Android app stores.

4. Vubiquity:
Vubiquity is a technology‐based solutions provider that facilitates content monetisation for the entertainment and media industries.  The current agreement with Vubiquity is still in good standing and ongoing, to distribute and market Video On   Demand (VOD) and linear service to initially up to 19 countries.

5. Humax:
The partnership with Humax is currently in place and valid however on standby due to the requirement for additional recruitment of technical and support staffing to service the partnership.  

Humax is a leading gateway provider, delivering high quality video gateway, broadband gateway, digital set‐top box and digital video recorders to Pay‐TV and Broadband customers in more than 80 countries, therefore, providing a professional service to this partnership will require scaling of operations  

6. Amazon Web Services and Akamai:
As part of its low capital expenditure monetisation strategy, TV2U will continue to leverage its relationship with Amazon Web Services (AWS) for its global rollout of its entertainment platform.

The agreement with Akamai is a Letter Of Intent (LOI) for a potential technical partnership that will explore the potential to develop Akamai’s predictive voice over cellular (PVOC) product. This LOI is still valid, however for strategic reasons, TV2U intends to focus in the immediate term on monetization of its platform and content provision for shareholders.

Plus add HOA announced today

7. PGAS Telekomunikasi Nusantara (PGAS):
TV2U signs Heads of Agreement (HOA) with Indonesian‐government owned telecommunications  provider PT. PGAS Telekomunikasi Nusantara (PGAS), a subsidiary of PGN to provide a white  labeled interactive OTT managed service into to the region of Indonesia.

PGAS to pay US$3.5 million to TV2U for cost of the service delivery and a monthly management  fee per active customer.The agreement provides PGAS with the opportunity to expand its white labeled
OTT operations by providing managed services to the regions telecommunications companies,
mobile operators,  ISPs and content owners

Yes nothing has been finalized except roll out of K2U & so TV2 trading at $15-$20m. But how many of aforementioned need to be locked in as final deal to get to $60-$100m ???? I believe 2 will do for now.

TV2 has good business model & the proven product in which some majors around the world interested. Though complete execution could take some time but once it start to execute successfully in $ earning, this could well over $100m in year or two.

Good risk/reward play for ST-MT

cheers
J