I am still overly positive about the company but that doesn't mean I won't voice an opinion when it's required (in my view). Infact, that's what I have been doing for many years - criticize when necessary, compliment when due.
In regards to your disclosure comment, you only have to look at two places to figure that. Last years annual report and next years annual report
I understand that some of the concerns I have raised may surprise some shareholders like a C/R but I don't think it is necessarily negative. I still hold the opinion that this competition by itself will not give enough inflows to make this a cash cow but the good acquisition and engagement provides enough ground to generate future interest at a premium. I think Twitch was mentioned here earlier and how long it took for them to generate a sizeable revenue and let alone operating profit. But the size and future potential allowed Amazon to consider it as a significant platform of scale.
Funding doesn't necessarily have to be a CR as again venture capital injection was mentioned. CR is another option. One thing is for sure though that with the successful competition whatever that raise might be it will be at multiples of current price.
Doesn't mean it's out of question but just saying that the SP needs to follow the performance of the company particularly in the early stages when the operating pillars are being built. It provides competitive advantage, negotiation power and hopefully a platform to launch big time.
Rankings have started to track upwards again so I might just switch over from the price chart for now.
Btw love you steve. You are one hella character.
