ntek has competitive advantages. right now they a
Post# of 96879
anyway. ntek seems to have gotten sony to stream their coveted titles (by the looks of things. forthcoming announcements. et. al.). i'm pretty sure ntek's system of watermarking each frame is the reason (with it ntek can track any frame of any film, streaming anywhere). also the bitrate stream is a huge edge. especially since ntek has gotten it down sub-4 mbps. puts 4k streaming in the hands of consumers now. patents. platforms (apple os x and ios coming, pcs, nvidia, major brand name tvs, advertising and promotions at best buy, circulars, big-box retailers,..)
plus, oem business. streaming network/other jv channels. streaming others' content (acting as a 4k film distributor). live events. means ntek has options in their business plan. independently these are all viable businesses. many ways they can carve out a niche. and 4k studios helps as 4k growth and is a business unto itself (as 4k adoption expands)
and the fact that ntek is a small company. could be that if they do $6mill a year they're profitable. growth can be managed by venture cap deals. as they prove their business model. move for market share. ces 2016 will be huge for ntek (we should see growth in partnerships. expansion of footprint with tv brands. oem bus, et. al.). but any niche ntek carves should be wildly successful for those investors accumulating $01 shares
1mill subscribers makes ntek fairly attractive (venture partner. buyout candidate. et. al.). and is a tiny tiny 1-3% of the global market (by mid 2016)
research shows about 1.6billion tvs exist worldwide. replaced every 7yrs. 230mill tvs are purchased each yr. this doesn't include other internet-ready devices. platforms. tablets. handhelds. pc's (so the 4k market could really be in the 300mill/yr replacement number when hd tvs are no longer manufactured - which may arrive as early as late 2016-18, according to some sources, and depending upon adoption-rate and various reports)
the downside risk of investing in ntek is being washed away. everyday. as ntek adds content. another platform. hisense takes a bigger chunk of u.s. market with sharp buyout e.g.. as ntgl audit, g2e, and gaming . business gets underway (all these synergies will help. with attention. investor interest. marketing. promotion. et al). rumored roku oem alliance (aaron taylor is a former roku exec). all the former sony employees and possible business there
spin off of other assets also helps buffer any downside risk for investors too. ntgl shares. cm shares. ms3d shares. i don't think its likely anyone losses their ass in the stock. i don't see how thats likely. its a solid risk/reward. the way i see it. with terrific upside. in huge, booming, trillion-dollar markets (entertainment. distribution. streaming. vod. gaming. live events) each of these are no less than billion dollar industries. that, thanks to tech, are converging
ntek is in a great spot.and so are shareholders. any one of their strategies could send the stock up through previous highs
the shareholder meeting. should provide important insights. looking forward to it