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Fair, but "over-boiled", "approaching bubble" and "little to no money return" pretty much suggests the same thing
Saturation and financially unviable, I never used those words.
Good weekend too
"I wrote about MVR could find a space in growing streaming competition in US"
100% agree yes
You may misunderstand though....I didn't say I worked for them a decade ago. I left a couple of years ago after 10 yrs+ service when content and ads became more of a core part of their customer proposition in the 2nd half of my tenure. Despite more competition, it was (and still is) a massive growth opportunity given the ever changing consumer needs, tastes and trends. You suggest the market is overboiled with a race to the bottom but I disagree. It may appear that way in the US where rivalries are more intense, but the company I worked for is still investing heavily into this area to drive global awareness, customer acquisition, loyalty and CLTV. This wouldn't happen if things were as saturated and financially unviable as you suggest.
Ultimately, I think we are both aligned on the direction, strategic opportunities and benefits of holding this stock, but our understanding of the markets is a little different. Enjoy what's left of your weekend.
ORLM
And I am not sure what you meant by
"slightly generalised and inaccurate statement"
Slightly wrong ?
"but provision of these services is also margin rich in many cases."
I did say "little to no return for content"
I did say Content clearly not aligned services.
"I worked for one of these companies for over a decade"
Of course you did
I did write its over boiled NOW approaching bubble, too many players and race to zero. NOW - Not 10 years ago. There werent Amazon Prime or Netflix or Disney Streaming Services 10 years ago.
Return figures from content is publicly available as is forward guidance by streaming companies in US where the companies are listed.
You must know more than I do
but
I wrote about MVR could find a space in growing streaming competition in US
Slow and Steady is good, since investing in EVRH I have not seen the board make a wrong decision, I have seen competitors fall away, I have seen the market slow, I have seen the EVRH adapt to the market, I have seen well researched and industry leaders join EVRH in collaborative ventures, I have seen a great strategy of bringing a VR to the market in a progressive way, I have enjoyed the day traders enable me to increase my shareholding considerably at a very reasonable price! Have have read an interesting feedback on this message board, I still remain a firm believer this company has an incredible future, this year I believe John Gore will take up his options, the SP will climb and stay above 22p, in 2020 the VR market will grow considerably with the SP exceeding 45p, however this will depend on MelodyVR being released with a monthly release of concerts and Theatre productions. 2021 - 2022 will see this share reach it’s potential unless it’s bought out for hopefully an SP of £1+ GLA
BrownAdder:
"NETFLIX, AMAZON, DISNEY, COMCAST, APPLE and many others
They all are providing streaming content
with little to no money return because its a way to sell other products
APPLE got into streaming to sell its iphone ipad etc
AMAZON prime is only there to keep people glued to its website"
That's a slightly generalised and inaccurate statement. You are correct that content provision is part of a strategy to create brand space and an ecosystem that delivers brand value, but provision of these services is also margin rich in many cases. I worked for one of these companies for over a decade and the profitability of content is what offset the losses of the hardware devices. They don't get into streaming to sell devices, if anything, it's the opposite...they push devices as part of a longer term plan to profit from content and advertising. MVR will not be making much money from hardware sales when the viewing device is released.
That said, I agree that MVR's approach is slower and steady and it should stand them in good stead over the next few years.
MVR has reached EXCLUSIVE deal in UK with O2
This should get replicated in US
We have Wireless, it was followed by GMA in US
So I expect another tie up in US
Doesnt have to be with a 5G Mobile provider in US
Could be any of the top streaming service
Thing you have to remember about US Streaming Service
It is over hot over boiled and steaming and vaporising
Its reached a very low return Bubble in US
NETFLIX, AMAZON, DISNEY, COMCAST, APPLE and many others
They all are providing streaming content
with little to no money return because its a way to sell other products (except NFLX and their return from next year are going to be v low in US)
APPLE got into streaming to sell its iphone ipad etc
AMAZON prime is only there to keep people glued to its website.
MVR service can easily be bought by these providers to offer their existing customers.
And that's where MVR would want to, just like O2
MVR is not at a stage where it can alone target entire US
I am confident the market for MVR is huge and return for us early investors is sound, many things will happen in between. The approach by this company is cautious but very sound.
Forget the SP movement, just buy buy buy
One carrier
It will spread like a virus, only needs on carrier
So the success of Mvr is now tied to the roll out of 5g which suggests a good summer but a mediocre Christmas.But is this worldwide or just uk,anyone know?