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SJ...What is your take on the Institutional investor attitude..Is TH, 'their man"..to be kept on if at all possible..
they will need co-operation from China to get anywhere. Good luck with that one!
bottom line for me is, what is the best/worst case scenario? Surely there is still a good business here?
BB, I would say that IF and its a big IF there has being deliberate wrongdoing, then the institutions will react the same as the Pi's. IF that turns out to be the case I have a whole bunch of opinions about what may need to happen and how to maximize the value of this company once any scabs are pulled off, if they indeed exist
Bakky,
The domain industry is fairly stagnant with no real growth outside of .com and a few of the leading ccTLDs. The consolidation is gathering pace and will be just a few major players left at the registry level. IMHO MMX doesn't , and never had a future as an independent company , thats why we sold to them in a mainly stock deal, so that we could hopefully enjoy the uptick when that consolidation eventually came. It seems clear, at least to me now, that the China opacity leaves MMX viewed as toxic by the potential acquires who are now either large public companies or PE backed groups looking at IPOs. For them, on their trajectories , there is , again, IMHO, no way they are going to risk blotting their playbooks buy "risking" taking over a relative "toddler" like MMX that may have some skeletons in the closet that rise up and bite them. why would they? risk their highly rated P/E billion dollar valuations and reputations for a +/- $100MM deal?
let's hope they can get the situation with any possible skeletons sorted with this investigation. Another point SJ, what do you reckon they can muster in Ablock sales out of a possible 65k target. I reckon they can do 20k+?
no Bakky, I dont think so.
the landscape for defensive registrations has changed 100% since we were able to secure as many SRB blocks back in 2011. Back then there were only around a dozen new gtlds and at that time the policy of the big brands was to "cover all bases" by securing registrations in ALL non ccTLD variations , as it was a manageable number and "prevention" was viewed as better than 'cure". That was turned on its head totally in the 2014 new gTLD round when several hundred new gTLDs were brought to market. The intellectual property constituency from what I saw decided to change tack and adopt a "whack a mole" approach of dealing with any "issues" as and when the arose. I forget now but when we launched . se* and .por* in 2015 or whenever we secured 1-2,000 defensives in each of them vs the 80,000 of so for .xxx, despite a special offer early bird priority offer. If I had to guess, I would think perhaps 3k or so unless the RARS are very creative is packaging the expiring SRBs into new simple "registrations" for their white glove big brand customers as they expire in 2021. in truth, common or garden "registrations' of these names which I believe now have a wholesale price of circa $80 a year , make the company way more valuable than a one time lump sum of cash for a "block". any potential buyer will want to see what THEY will make out of the user base year after year rather than how much the company was able to rake in and account for in advance for 10 year "blocks", esp if most of the revenue is taken in year one which I have a feeling it is being here...