it's only $92.8M they have underwriting for is what I am saying. no more than $92.8M raised at this time. based on TV interviews yesterday that is the amount they need until profitability.

no they can't. was $1.2B shelf, but only $92.8M registered

well its $92.8M exactly offered in the prospectus how much do you think is left?

big picture the MC is about $60M here today and they are putting about $90M in the bank with this selling. That $90M is pegged to hold them over until profitability. That is the sum of it.

try this on for size, 75% of movies are your $5M to $10M budget films, if MP does a promotion to jump their sales by 25%, you bet your bottom dollar that a deal is in place to kick MP $1.00 per ticket sold or some $ deal. MP is going to be able to obtain movie ticket revenue for its own because its increasing viewership of said movies.

Then there is data revenue. Concession split deals. Advertising revenue.

It all adds up to $4 per month of revenue for MP per sub.

So, with 5M subs soon that is $20M/mo rev for MP, of which should be mainly profit.

What happens when there are 20M Subs?

NFLX has $15/year profit per sub, MP will be doing $48/year rev per sub, or probably $20/year profit per sub, or more then NFLX.

So, MP can and should be more profitable then NFLX per sub, its a matter of how many subs can they get.

Well, MP can roll overseas with ease, unlike NFLX who had to build out over many years to do so.

NFLX sells 1 sub to an interested household, while MP can sell 2,3,4,5 subs to an interested household LOL

I will say this, they will want to build in concession discounts to attract low users...

I know plenty of people who have nflx who never watch it either no time or its football season and games take precedent

Yeah you can because i sell dental among others and with the card in their wallet, they become more active users opposed to folks who dont because they recognize they pay for the ins. Clearly people who feel they will never see a lot of movies have no interest in mp. But probably 50m do.

He means some 40 to 50 in the mix to balance out those who do the 3 per month max. Same thing as dental insurance some are low users in a year some are high users but they all have the coverage...

Great analogy. They should use that

try this on for size, nflx has $15/yr profit per sub or $2B per year and is worth $150B

MP is looking for $4/m on sub. Say just $1/m profit. That is $12/year profit, right behind NFLX.

Now consider MP can get to 130M subs way faster then NFLX did

try this point, nflx is worth $150B on 130M subs or $1100 per sub. that is how the 2018 market values subscription services.

3m MP subs gives us $3.3B valuation if you believe mp will go into profitability at all

way more potentially, they just laid it out this company should be valued where nflx was at when it had 3m, 5m, 10m subs. It was $1.6B at 5M subs.

O/S here, is about 1B and the selling is about over. That is $1.60 PPS.

I guess 3m subs now so only $1B value....but you get the point..could be $5.00 in 2019

the idea that mp adds subs 3x faster than nflx because an interested household buys 1 nflx sub, but 2,3,4,5 mp subs based on how many in the family - is enormous.

possibly 15M subs in 2019 25M 2020, and if they debut overseas, then way more than that

Well it is determined by the $ in the prospectus, which was $92.8M. They cannot sell more than that. By my count they have sold nearly that last 10 days.

all that matters is what MP said on Bloomberg tonight. They have been at 1.7 movies per month per sub and now will be at 1.0. An ave ticket is $10 and they bring in $10. Breakeven on that upcoming.

Then, aim is $4 to $6 other revenue per sub per month.

Thats what i was looking for. Burn down to $8m per month. This was a $92m cash raise last few days. Now i know why. They have enough money now. The cash raise should be about done. 1.5b traded at .09 last 10 days

Amc stock gapping down as heavy mp users cancel and pick up amc a list. Exactly what mp wanted. Excellent

Agree but its not the only money they can make. If low budget movie which is 75% of them gets a 25% increase in viewing because mp promotes it, mp will get a deal for kickback cash. Plus, there is $6b in movie adverts which mp can get a chunck of. If mp inceeases foot traffic at a theater by 25% yhen bank on concesion rev deals.

Mp can and is growing 3x faster then nflx if you are interestes in data....my family of 13 between 3 families has 3 nflx subs but 13 mp subs..

This is why mp has gone from 0 to 3m in 12 months. Took nflx 4 years to do that

You can bank on 15 pwr quarter to mp per sup 5 from data 5 from conxessi9n 5 from kickbacks. To say for example 50 million sobs that is 750 million revenue for mp per quarter. The whole point of MP is to increase foot traffic at movie theaters dramatically. Voice to text sucks

Nflx is barely profitable and profits are controlled by the internet service providers who will raise cost to nflx thru time. Mp adds users 3x faster then nflx because there is 3x the available users then nflx. Typical family gets 1 nflx sub but 3 mp subs. I read of a family who has 8 mp subs. Money for mp is 7n the data, concession rev split deals, and film kickbacks as mp drives 25 to 50 percent more traffic to non blockbuster films which account for the majority of sales per year.

Mp pricing model tweaked with user data few more times going forward to fit calculable burn

https://m.benzinga.com/article/11169417

looks like they updated pricing again 995 1 movie per day 795 limited to 3 per month

https://moviepass.com/

I think so because its easy to roll out internationally, with nflx, they had to wait for growth overseas while they invested in tech overseas. MP can just roll out of the box in Asia and Europe

truth, I give Netflix $10/mo, but I give $50/mo to MP because of wife and 3 kids.....

MP will get to 100M subs in 5 years...took nflx 15.

plus nflx is barely profitable, its the internet data providers like comcast that nflx streams on who makes the big $

with MP, the big money is going to be the advertising on the app, concession revenue split, and the big one is that for all of these small films they will kick $1.00 each tick in rev to MP as MP drives sales. There are 4 blockbusters per year, for the other 100 films per year its a struggle to sell tix. MP will drive sales to them and kick MP $

0 to $30M/month rev in 12 months, with $50m/mo by December 2018.

what would you put as on overall valuation?

not gonna happen that would make it an easy takeover target if so...last week was what, 2M O/S at $20, so for $40M could have bought entire company

Because its a limited offering and they will have tons of cash with no liabilities. $92.8m sold. 700m or so sold. They should not need more. Company adds users 3x faster then nflx

my point is, I have 3 families with mine and my 2 brother in laws. we own 3 nflx subscriptions. but, we have a total of 13 people in our 3 families. we would have 13 MP subscriptions. This is how MP has gone from 0 to 3M in 1 year with 5M in a few months from now. The market size for MP is about 4x that of NFLX because its individual people who buy a membership

from what I see now, they are eliminating liabilities and toxics and will end up with about $50M in the bank. This is a $92.8M offering being sold at current. Its the only one authorized.

Going to end up being around 700M O/S.

From there, its a matter of valuation going forward. They are moving into cashflow positive with yesterdays news.

0 to 5M subscribers in 18 months. Took nflx 4 years to go from 1M to 5M. Main reason here is that in a household for example, you can get 2 to 5 subscriptions of MP while with NFLX you only have 1.

MP growing at 3x the rate NFLX is....

I buy netflix 1 subscription for my home i buy mp its 4 subscriptions in my home. Mp user base grows faster then nflx

Prospectus says $92.8 allowed to sell. That is all that is authorized. $125m trafed last 5 days. Almost done.

why they are both subscription services. MP will have what, 7 or 8M users in 2019 at some point? That is $80M to $90M per month in revenue....from just the subscriptions….

they may be kids, but the $ behind them is not from kids

Netflix was $1.6B when it hit 5M users, and it took them from 2002 to 2006 to go from 1M to 5M users.


This went from 0 to 5M users in 18 months...

it'll be on the market takeover......they can buy up 200M on the market for $20M, they then can offer $500M for example for the company, instantly raising their stake by 10x value for example, then raise the cash to complete the purchase...beauty is it may trigger other offers...

they know they can't sell more, investors/traders will never buy the product if they don't show accountability and willingness to listen. If I make money here I will buy some Annual subscriptions as gifts to test it out.

700M traded last 4 days average .18 that is $125M how much money did they raise?

where did you get that from?

anyone here want a serious discussion on the fact that the O/S, since last weeks split, was 2M, but that conversion's cannot hold more than 10% so at most 200k shares could be added last week per day...O/S as of Friday was maybe 5M?