striker1976,Yes the market sentiment for this little co is...

striker1976,

Yes the market sentiment for this little co is definitely negative and I suspect many of the people who came on board may have expected an overnight Netflix from one advertising campaign.

Quickflix has headwinds, but is creating a brand with first mover status. Yes it has plenty of competition and lots of piracy is debilitating for the category, but content is king.

IMO I assume the market wants to hear about more exclusive content deals. Platforms are important, but content is where the competitive advantage is.

NBN is a plus for this category but that is for all the competition as well. Domestic or international.

In the meantime it is a buy if you are a believer that they can secure the content or a seller if you believe the headwinds are too great.

I am a buyer. Time will tell if my money would be better spent at the Casino on black.....

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