Well, that was fairly quick (if we assume that Mart got this ball rolling after he took the reigns). It's always nice not to hear about 12 months of lot check rejections for a change. Assumably the 4th will be released shortly as well, and thanks in advance to those who have the time/ability to track/calc/post sales estimates for these apps, which is handy. Variable CGS is non-existent beyond whatever licensing fees we pay to NordicSoft and Apple's cut; anyone know what Apple's take is of an average app? Flat rate or percentwise? Just a guess but we could be making about 0.99 as a margin on these (I'm randomly assuming $1 to licensing, $1 to apple, feel free to correct). If HTR racer made over a million downloads, then between these 4 apps, maybe we have a chance at a few hundred k's of additional moolah this time next year minimum. Hopefully the RR Wii sales were at least sufficient to break even on our Fixed Costs, and the apps can be the gravy that lines our pockets (finally).
Recall Marty's first PR, which made one specific promise:
1) More news on games to come before year end - Promise kept with 12/27/11 release to advise of the 4 upcoming apps.
Recall Marty's previous PR, which had two key promises (IMO):
1) "Signature Devices, Inc. has four new games in final review with Apple to be sold through the iTunes store in the first quarter of 2012, and these products will provide a new source of revenue to SDVI to kick off the New Year," Mr. van der Velde announced today.
I'm gonna call this one pretty much kept, since we have 3 out before the halfway point of January, and can assume the 4th is just making its way through Apple's redtape a lil' slower.
2)"We are also retaining securities counsel to help SDVI obtain a current status with our Pink Sheets listing and plan to make the appropriate reports and disclosures to achieve this during the first quarter."
This is the next big one, and the one that everyone's been clamoring about. Audits and disclosures by Q1 end. We're early in the timeline, lots of time for this to be finished.
Well Mart, your record is at 2 for 2 on promises made and kept, with a third still outstanding and lots of time in the Quarter to keep it. I don't know about anyone else, but we might just consider this to be an inkling of a positive trend so far. If that third one hits (I doubt the financials for last year will be all that pretty, but as long as we're still solvent), we could be looking at a sweet 2012 season.
Unspoken concern: There has been no mention of Turbo Trainz or Fractured Soul in the past 3 releases. It might be assumed that those deals are gone (since they didn't appear for Xmas sales and aren't being mentioned anymore). If there's still a plan to publish them, it would be prudent to mention it in the next release. If no mention is made, I'd assume the deal is dead. Which would be unfortunate but surviveable. Could be a lack of NWC at the moment to go ahead with the publishing, though Fract Soul's lifecycle is getting to the point it might not be worth pursuing with a new 3D version out in 2012. Anyhoo...
Cheers,
Saredi
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