thanks a lot, Dream - kudos back to you, and all folks on this board. there is consistently outstanding work done here. ;-)
RVUE is pretty murky still, but judging from what we do know, it's got the potential to be a major runner, and a long term trade, at that.
ATV's filings show a company that did well while roche was at the helm a few years ago. he took a hiatus, and came back only recently.
while i don't know all the details, PRC regulations are now restricting direct TV sales of products in china, specifically infomercials, and this was acorn's core biz.
ATV's is extremely diversified, with a range of subsidiaries that manufacture goods. acorn's current plan is to ramp up product sales, and i'm thinking RVUE, which operates a "network of networks" in digital "out of home" advertising, could be a key part of acorn's upcoming growth.
wild guess.
i also see some synergies with roche's "oak lawn marketing" in japan, now 51% owned by docomo. it's mind-boggling to think DCM paid $308M for OLM in 2009.
incidentally, OLM was started by chicagoan, roche, back in 1999. mark pacchini is likely a long-time friend of his, as they are both from chicago... and my understanding is roche preceded pacchini, as a BoD member, during the post 2013 phase of RVUE's growth.
who really knows what's in store for us, but instead of ATV buying RVUE, or DCM doing a deal for them, maybe the plan is just to load up a bunch of the RVUE equity, and grow it into the next big-board listed roche endeavor. that'd be fine with me.
good luck to us.
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