It is plain for all to see with only half the placement filled...

It is plain for all to see with only half the placement filled at the lowest price ever offered in a raise that Linius is on the knife’s edge.

The Chris Richardson legacy of all hype and not following through on deals still echoes throughout these threads as if he were still CEO.

Nothing wrong with being on the safe side and assuming the worst that Linius lands on the wrong side of this knife.

Quite interestingly, and in stark contradiction to the above, @Surfguy recently explained in an informative charting post that a violent upwards move might be coming and soon.

Post #: 70940052​

Such an unexpected uplift would be very welcome but if so, what on earth could possibly thrust Linius out of the quicksand into an ASX darling?

A new year won’t hurt as bargain hunters look for the next big wave to ride, but much more than that it will take some serious newsflow to attract the masses – opinion leaders, instos, the public and FOMO to lift this heavy load out of a mire of its own making.

It's not unreasonable to argue Linius is well set up for some kind of newsflow. It is still early doors, but it could be more a deluge than a treacle if JB can follow through on his very recent and highly promising results in North America.

Firstly, the HTP deal with ice-hockey entrepreneur Marc Ruskin is a very good place to start. One deal has very quickly become three. Marc’s future success is Linius’ and Marc seems a highly capable businessman. Of note, it appears Marc has developed his own version of personalized highlights – Linius’ hidden crown jewel.



The HTP deal, however, looks more like a gradual progression in the amateur ice-hockey space than a potential cause of an instant re-rate.

Still, it should have a role to play in aiding newsflow.

Secondly, the Peach Belt Conference deal is small, but it is curious to see PBC sign with Linius when they already have a contract with Linius’ most obvious competitor in the American university space, WePlayed Sports.





Of note, Linius has distinguished its product by extending its application to alumni as well as current students. This would showcase Linius' potential as the world's first fan controlled nostalgic replay time machine.



It’s very possible this initial small deal may evolve into a few more nearby conferences, particularly if the nostalgic time machine hook catches on with American football. If anyone can successfully market personalized highlights, it's the Americans. Who knows how big it could grow, but again this is more likely to be a gradual albeit very exciting addition to newsflow than an instant re-rate in an effort to capture a decent slice of a $70 million a year TAM.

Thirdly, the Cricket Australia deal has been Linius lighthouse customer thus far. This growing deal can be easily replicated throughout the cricketing world and while onboarding England may cause a ripple, it’s the BCCI/India, that may well be the match that lights up the public's interest.

1.4 billion people and much of them mad cricket fans; the prospect of variable ad revenues through the roof could do the trick.




Fourthly, the IMG deployment should be completed very soon. This is significant because it puts the power of Linius in professionals’ hands.



If the pros find Linius is saving them time, costs & headaches, this could well be the start of a buzz within the industry leading to faster adoption and newsflow, but it would take the adoption by a really big name client to cause an instant re-rate – like the WWE or UFC, the two main pillars of TKO (Endeavor).



Finally, there’s been growing talk of a broadcast deal although no names have been hinted at as yet. JB made it clear in the Annual Report and a recent webinar that broadcast deals and especially unlocking the value of personalized highlights (currently MatchVision) would dwarf all others.



No one believes Linius will land a broadcaster after so many years of hype and failure to deliver. Even the most optimistic on here are sceptical at best. Consequently, could dropping an unexpected broadcast deal on a market that’s given up on Linius be the deal that would light up Linius on the ASX and cause the instant re-rate?

Imho & Gltah