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Sunday, 07/31/2011 5:59:40 PM

Sunday, July 31, 2011 5:59:40 PM

Post# of 23731
Still Watching...




I need more established metric for how this company makes money long-term.
I confess I have yet to dig into income statements, etc, although I glanced at the capital/debt ratio. I need to get a feel for how much revenue they get from actual comics, etc. It would also be helpful to see some examples of the revenues generated previously by the acquired IP that the company plans to market, and of course some actual percentage figures for their slice of the C&A licensing for distribution, home video, merchandising, etc.

I hope the longs here do well. A large library of IP, coupled with some management that can make a splash and hook up with a Viacom or Disney, could be a great business model. Comcast saw the profit in owning NBC's decades of syndicated stock. The acquisition of IP via consolidation with media multinationals is a trend that could serve this company well, but I suspect it will require a longer track record of successfully marketing their content.

And I probably will see the movie eventually. Some of the actors involved are shrewd people with a reputation for choosing projects with real potential. If the movie makes money in the overall marketing and this favorably affects the PPS or the company's ability to fund their projects via partnerships or VC, great. That would give me some idea of their ability to monetize their efforts.