No significant capex, (= no payback period waiting around many years to see dividends)
partners doing all the marketing,
diversified partners and products (many jockeys on many horses)
no further r&d
Ready now - Commercialization NOW. Minimises risk of further dilution.
Easily identifiable peers who show the way, and valuations possible.
Clear identification of product from a mass perception
(can you explain in 4 words what this stock is to your friends? - A. Many Netflix and karaoke)
(and is it happening NOW or is there some list of development hurdles to jump over, and possible NEVER happen)
Use that as a litmus test for other tech stock in comparison.
Because our advantages to the market, is that our message is simple, and a good one.
I dont need to guess how well a flying selfie is going to be popular or not, our peer space says that entertainment is huge, and that we are supplying to a vacuum in emerging markets.
A ready product, and willing market space.
MANY partners reduces the risk of any one partner not accelerating.
But i maintain, that we always need to be patient here, as often the next step resides with our partners. Which is why from a newsflow pov, we need to be ready in the peripheral deals and developments as well as the ones we are waiting on directly.
We continue to add speculative value with more partners signed into binding contracts , but even those may take months to turn over to next step of active commercial revenue.
While those already commercialising get to prove their weight with actual revenue, not speculative value.
TV2 Price at posting:
4.1¢ Sentiment: Buy Disclosure: Held
