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stpioc

12/12/16 1:01 PM

#13979 RE: Hugodrax #13976

Well, I see maximum despair and minimum share price, combined with a turn around in their bread and butter business:
- Three quarters in a row of increased revenue
- Important cost cutting
- Increase in usability to expand the market.

What might have escaped some is that they have not one, but two new businesses:
- Video streaming hosting business
- Javascript/HVEC solution.

While the jury is still out on the latter, I don't see why they can't make money with generic video hosting, they can offer high quality audio for some of the customers in their music business, for instance.

Whether the Javascript/HVEC solution will ever work well enough for everybody remains to be seen and I understand why people are skeptical (so am I, to be honest), but it does have a value proposition which is simply that software is way more flexible than hardware.

They argue they can get quality up by offloading to the GPU. I have to see that first before I buy into that, but that could be pretty soon.

So another approach is, with the share price at all time lows (without there having been much dilution in the meantime) and their generic business improving, what is actually the downside?