Technology Risks, page-24

Mr Boyd is unlikely to be flying here for a holiday.
He could be a game changer.

The way I see it in 2017 is that if cash situation gets sorted then TV2u could potentially have 2 solid lines of business.

The first is the traditional OTT video side of the business we all invested in via whatever means. The Divan alliance is critical IMO as it brings in a partner who when an opportunity arises can offer two capital intensive items, firstly a content catalogue and secondly a DRM solution which they have designed and positioned for.

This means TV2U can now achieve their stated aims in partnership and Divan bring existing operator status to the negotiating table, plus the staff as we have seen. This augers well for TV2U in 2017.

The new line of potential business in 2017 is the Internet Of Things(IOT) that Mr Boyd is an expert and connected within critical Asian communities seeking these solutions. The IOT world is now primed to explode with many consumer items now having imbedded smart technology within it.

The piece that needs solving is the glue that binds, the inter connectivity of devices within homes, across networks, and to remote controllers or consumer owners. The TV2U underlying architecture achieves much of this piece in its current state IMO.

TV2U architecture by its nature has been hardened against video piracy and in IOT the need to have a video content catalogue disappears, along with the DRM and conforming to Hollywood studio demands, so it gets easier to put in place a solution that is an intelligent mass data transit solution, and either handing the data and instructional info over to identified safe hands, or putting it through reporting or analytical back end engines.

The biggest resistance to consumer adoption of smart home technology is the fear of it being hacked and another operator taking over and either unlocking the house, or turning on/off devices, or damaging hardware via rogue settings. Large manufacturers know the critical message they must achieve with consumers is that the technology is safe, and TV2U technology could forseeably achieve this end in shielding data instructions and data from hacking and takeover by malicious parties.

IMO it is likely Mr Boyd can see this and offers a guiding role in reshaping mindsets and R&D towards commercialisation opportunities and into customers needing this piece. The window of opportunity exists and so this to me may be something we have all overlooked and gives myself the answer to why Mr Boyd has joined us.

I have been quite critical of aspects of TV2U in the past, but I signal that I will leave that in the past, and wait for signals and announcements about opportunities in either line of business that I anticipate will occur. The share price has never been cheaper and while I do not need any more as I have alot, I am happy to hold and see what unfolds, and I could foresee price dynamics shifting.

Things may move quickly if there are Board members assembling in Perth and 2017 may be an interesting one for shareholders. Lets see what unfolds!!
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