Good - 1st Jan posting31 Jan 2014 07:37
"This is what I wrote around the 1st Jan 2014
There's been various discussions about TLDH going for .BLOG & .APP but the concensus seems to be that those particular gTLDs will be secured at a premium price beyond the resources available to the Company.
We obviously have the $15M allocated for one specific domain, again the speculation being that the external interested party may be Yahoo protecting its interests in Tumblr, which currently runs over 163 Million Blogs!
TLDH have a very clever strategy in place establishing itself in the Registry AND Registrar markets, with the advantage of the OPEN Platform (we can expect further update on that from the initial positive indications already given).
On that basis they're looking to challenge GoDaddy, 1and1 etc in the new gTLD Registrar space focus with the additional Revenue stream from OPEN.
The focus on the GEOS also looks to have been an excellent strategic move, especially given the high profile contracts secured, especially the 80% ownership of NWR - revenues from that should even dwarf .LONDON.
From that perspective alone, we have an excellent platform for Growth off the launch of the new gTLDs going into 2014.
However, what I'd like to see is the Company securing additional cash resources to be able to realistically bid for both .BLOG & .APP.
We're in a 'land grab' situation where once those particular Domains are gone, the party securing them will be able to capitalise on potentially Massive recurring revenues. The growth projections there are pretty astronomical as many will obviously be aware.
For me, an ideal scenario would be the allocation of limited stock to specific Institutions to secure further resources, in addition to that which should be made available from the Private Auction process.
That would be a Major boost for the Company going forward & its Share Price.
At the moment I have every confidence of the previous calculated Share Price levels in the 100-200p range being reached - with .BLOG and / or .APP, the additional revenues & Takeover premium, people can make their own conclusions on the price trajectory!
That's what I'd like to see - in some ways, it can be more about the domains you dont win as far as the Private Auction bidding system goes.
Additional cash resources would give TLDH a more realistic chance of going for .APP / .BLOG. If they lost, which I accept is still the more likely outcome, there'd be greater resources available for alternative domains & promo.
Institutions would be buying in to the already excellent investment case beyond .APP /
BLOG specifically.
Again, that's what I'd like to see happen -the Management of have shown themselves to be particularly astute in positioning TLDH in a top tier position in the sector."