The PlayMPE business is flat at best. From $3.5M to $4M for the last 5 years. DSNY likes to call it a "$40 million market opportunity" but that assumes 100% market share at their very high prices. Startups and much cheaper alternatives are penetrating the space which is why DSNY had to drop prices with UMG last time, may again, or may even lose it.
Play MPE is worth $5-10M on a very very good day. Maybe 9 to 15 cents in value if they can hang onto UMG. Clipstream has negative value as they will never stop pouring money into it and it has zero chance of commercial success.
All IMHO. Fair value 75% lower.
Why do you think the CFO was trying to unload a huge chunk of his stock just as it started to tank. I'll bet he is cheesed off that he didn't get to unload it onto starry-eyed muppets.
Vestergaard believes his own B.S. That is part of the problem.
Again, IMHO.
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