the growth strategy in play7 Oct 2019 15:19
I've read some rather emotional posts today concerning the published share prophets piece. For the record I am totally committed to this share and have been since Nov 2018. My take however is that sufficient time has now passed in the company's short rebirth for critics to have a pop based on figures and fundamental analysis and so they will and have.
The difference between emotional investors and successful ones I believe, is the ability to consider the counter view and test the evidence to support that. Yes, there is much less revenue than I suspect even the most dire hard supporters of the company believed would be reported. All we have to work on is the explanation of "it being a test period" i.e a loss leader period to engage with potential clients (subject to NDA of course) to demo the tech and pixel reporting etc ahead of contract sales potential...I ask myself this, what gaming platforms are launching in Q4 that hitherto could not provide revenue stream in isolation, how have game developers had to adapt to be compatible in that environment and how is recently launching or plan to launch new titles. It is better to get ahead of the game or sell goods in a market moving ahead at speed.?
Bids at present, remind me of a retailor that has a premium end of aisle display in a supermarket, but one yet to open. You either consider the investment from the perspective of product and positioning to calculate forward sales potential or like, ************* you go to the empty till and point out only the float... Both are valid but only one is valid to me so, I accept that they may have a view and even a motive but my view is different for equally valid reasons.
Cheers all DJ