I'm not convinced on who is buying what quite yet (but again, anything is good).
- It is clear this document is our exact business plan, essentially as written from our first person perspective.
- It is clear that certain things (movies, etc) have specifically not launched because of major changes on the horizon
- Oi2 and Viva entered into a 51/49 split of oi2 tv last year... I am unsure if this became the oi2go being sold ... or if oi2 is spinning off oi2go, which is the entity raising $50M, will own the other 51% of the oi2 tv business with us
- Alot of our PRs are about being very intertwined with oi2.
- I could see us being the named acquisition target
- I could see oi2 tv being the named acquisition target
- I could see oi2tv evolved into oi2go and is going public (with us owning 49% today), and maybe we sell our ownership stake for cash and replace ongoing interest with that 3 year agreement but continue independent... or find a way to retain some ownership of them.
- I could see oi2go being a company that exists to share a company with us (oi2 tv), in which case our valuation should be essentially equal to theirs
One thought is -
- even though it seems like we may be the acquisition targeted in this document on page 24 - and throughout the deck "our business plan" is reflected as theirs because they will have our business
- but we have also posted we have acquisition targets. If we are their target, then what is there left downstream for our comments to make any sense. I think they are written from the same perspective. And thats what keeps tripping me up.
And I'm just gonna end there. And leave it for other people to guess. Either way I dont expect to be upset. I still dont understand your 1.8 cent math, but I got nothing of value to replace it with after 1000 words here so I'll go with it
edits - a few things - in the "I could see" section