DDD - Topped Up 2.1112 May 2015 15:35
I topped up here today at 2.11 because I've had good coms from the top, and I think that here we have a rare mix of a boring ;) but genuine BOD, mixed with exciting and useful background removal technology. We're going to be able to use this tech to replace the backgrounds in Skype, QQ, Webex, GoToMeeting etc without using green-screen. Imagine making a Skype call and being able to easily display your own photographs in the background.
The new 2D products, currently in beta and in negotiations with OEMs and distributors, have a wider, less restricted reach in the market than the 3d products. - I gather that the initial target for Smartcam are the millions of business and consumer users of products like Skype (600m users), and we're also going to see it packaged within Android mobile apps for things like 'selfies' as seen in the DDD promo videos: http://vimeo.com/121422478
I asked if I could buy Smartcam by say December this year, and I understood from the reply that it should be available for me to buy well before then, if everything goes to plan. Revenue can probably be anticipated not only from OEM licensing, but also from direct to market online stores like GooglePlay, and also from affiliate marketing.
The other product Kapchat looks exciting if you're into Facebook and that type of thing, although I think it's also useful for business and presentation. We're going to be able to very easily reposition and resize the foreground, and mix that with different backgrounds. I gather that one particular potential content partner has recently given outstanding feedback on KapChat.
So personally I think this is very cool, highly useful tech, and presented without the usual overhype and ambiguity seen with other AIM companies. Obviously I've bought shares because I think DDD is undervalued, and has near term 'turnaround' potential due to the new 2D products.
AIMHO only - DYOR etc.
Sign In
Follow the stocks
