Helios and Matheson Analytics Inc (HMNY)

[BobDoleYahoo]

I think they'll see a problem with the 1.7 ratio not going down, but rather going up. The heavy users will cancel or chargeback out of frustration, reducing the 1.7 ratio. However, the light users (1-2 times a month) can easily switch to competitors like Sinemia for $3.99-$7.99, leaving only those who go 2-4 times (4 for those who go above 3 and get subsidized tickets through MoviePass), thus increasing the 1.7 ratio to 2.5 or higher.

That's my guess on what might happen. If Sinemia wasn't around, their current tactic might work. But Sinemia around, so that'll throw a wrench in their plan.