China MediaExpress Holdings, Inc. (fka CCME)

[inapdave]

Let's assume the worst case that CCME only provides advertisers with 1.15 million unique eyeballs. That would mean that based on 121 million in revenue that they are getting over $100 per year per passenger. That's a pretty high figure when you consider the annual salaries that the average bus rider makes (I don't how much these people make, but you get the point), and puts into question how much they can raise rates.

That makes it critical for CCME to grow it's bus network, and they've added less than 4,000 so far this year.

I'm not even sure why I'm sharing this epiphany since I have $20,000 in options that expire in the next 2-3 months.

I welcome any counter argument to this worst case scenario, so let's hear it. I want to make money on my position.