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Re: rickn23 post# 2290

Tuesday, 04/02/2019 10:46:19 AM

Tuesday, April 02, 2019 10:46:19 AM

Post# of 10271
It does. Not a bad way to handle the Letter. Makes sure folks not listening to the call got the message too.

So. Looks like RR revs will be recorded in Q1. $4.5M like Season 1 LlamaLlama? Also sounds like Season 2 LL revs to be recorded in 2019. Sounds like release is Q3 per comment on call. So another $4.5M (or so) in revs in Q3. Then $6.2M in revs in Q3 and Q4 in product guarantee revs.

Plus TV channel revs. (And you DVD revs??)

That’s about $15M in rev potential this year. $10M burn 2018. But burn probably increasing in 2019 to build two new brands.

Sounds like sustained and consistent revenue won’t happen until product license revenue flow consistent from 470+ product skews.

That’s sometime mid 2020. A year out. But clearly they believe they’re building something of value.

Thoughts Rick?
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