The money in GZFX's bank (according to Chip) is enough to keep them above water for the next year. When subs exceed 15,000 some serious capital investments will be required for any further growth. All this new content delivery R&D is also going to cost some serious $$$ to compete with "the big boys."
Some might call this, "biting off more than they can chew."
They readily admit they've been in the learning mode - and now we choose to believe they have learned enough (about their new business venture) to outsmart the "big boys" that have been at this for years (and are much better funded, not to mention connected).
Possibilities and probabilities.
I've said this before... their focus needs to be on their core business. I'm not so sure they really know what it is anymore.
If I knew in October what I know now, it's very likely none of you would have ever seen the name Egeliah. Since that's not the case, now I have to determine what the most likely probabilities are. In the meantime ... recognizing the possibilities, I hold.