Thursday, September 17, 2015 11:44:49 AM
I see/recognice sends of PlayMpe going up, more and more new countries are in the sends, negative point still exchange rate which will have an impact.
The reason why it seems that UMG is pushing since three month I don`t know, but hope/expect to see this impact on the revenue side in Nov/Q4 results latest in Jan/Q1 which is Sept to Nov.
But didn`t do real comparison based on figures so this is more seeing and feeling.
On Clipstream they are selling right now the Cloud product which they do actually still the Google Advertising here I expect to see any impact on revenue also in Q1 figures January release.
Also I´m still expecting another upgrade especially on the IE browser in terms of Quality and the API/Clipstream licensing product to be released by end of Sept. beginning of Oct. Here I would expect that they develop this together with potential customers so that IF there could be a contract(s) relatively quick. Which could be a huge driver for pps and validation of the product.
Finally around Jan/Feb I expect the release of the ad product, which seems actually to be in use at one potential customer/agency, and I believe if this agency didn`t like what they saw now DSNY would not have done this press release last week.
So in my point of view we are actually at a point where most investors thought to be at the end of 2012 when pps has been around $2 and $3.
$3 has been pumped $.20 has been dumped.
All in my personal opinion
I see it as a good buying point here...future will tell us.
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