The chart that I included in my earlier post (# 14156) is the story of AAGH’s base business … that of providing advertising services, and particularly internet advertising services, to China.
There can be some seasonality in this business, and from the chart we see that although 2005 was a fairly flat year, their peak revenue in 2004 was in Q4 (by a large margin), their peak revenue in 2006 was in Q4 (by a large margin), and it could be highest for 2007 in Q4 too. I’m budgeting for Q4 revenues this year (from the base business) to be higher than the Q3 revenues that we saw in their recent PR.
We also see from the graph that the Q3 revenues, just announced, set an all time high for AAGH quarterly revenues, with a value almost double that of 2006 Q3, and about 6.6 times the 2005 Q3 value. These are the sort of figures normally associated with a rapidly growing company.
In Q4 of this year, we will see another income stream added to the base business … the Revenue from WWTBAM. I’m looking for a particularly good looking year end report this year.
The correct time to accumulate is before either the (assumed great) revenues from Q4 get published, or before they get hinted at.
You might want to compare the expected income from WWTBAM to the accelerating base income too. I think you’ll find that each income stream has its own flavor, but that they compliment each other nicely.
rjc
