I am unable to go to the SHM, but look forward to any details/insight that those who are attending can provide. I'm certain that you all have specific questions/concerns that you are looking to have addressed during the meeting. From my perspective, I would like to understand the following below. Hopefully, this aligns with some of your preparation and may be addressed in the discussion. I'm looking forward to all of your feedback as I am prepared to invest further, but am currently holding back at this point to pull the trigger.
- What is the current capacity of their operations to produce 4k movies? I understand that older films may take longer than those recently produced, but if they already know the ~500 films that they will be releasing, they should certainly have a firm plan as to how to complete these items and the time it will take to do it. What is the bottleneck operation and what are their plans to install more capacity to relieve the bottleneck and improve output? Do they have the necessary capital to install such capacity?
- How has Interstellar/GI Joe performed compared to their expectations? Do they have revenue figures to share and how do they compare to acquisition costs?
- How will they improve on being able to achieve that which they communicate through CC's, SHL's, and likely the SHM? Too often they've advised what will happen, only to fall short. I'm not interested in being led by hollow promises. I want them to under promise and over deliver - this should be their aim in regards to addressing the public and they have a poor record thus far. I'm not wanting Peter removed/step down, as he may be the critical piece to securing the content deals that they've struck, but the engagement of shareholders/public must improve, as well as their credibility. Hopefully the SHM is the starting point.
- Do they see the Verizon development of faster download speeds affect their competitive advantage? I don't know how far away Verizon is from installing Gps speeds on a residential basis, but if/when they do, the difference between NTEK's 4Mps and 25Mps of the competition will become far less critical. What do they see as their other competitive advantages that will make them the choice of users around the world?
- What is their revenue plan - subscriptions, on demand/pay as you use, etc? What are their current models showing them in regards to opportunities in the market to provide revenue outlook both near term and longer term?
These are just some things that are rolling around in my head. I know that others have great questions/concerns as well and hope that you have a very productive meeting.
Safe travels.
-kbulldog.
- What is the current capacity of their operations to produce 4k movies? I understand that older films may take longer than those recently produced, but if they already know the ~500 films that they will be releasing, they should certainly have a firm plan as to how to complete these items and the time it will take to do it. What is the bottleneck operation and what are their plans to install more capacity to relieve the bottleneck and improve output? Do they have the necessary capital to install such capacity?
- How has Interstellar/GI Joe performed compared to their expectations? Do they have revenue figures to share and how do they compare to acquisition costs?
- How will they improve on being able to achieve that which they communicate through CC's, SHL's, and likely the SHM? Too often they've advised what will happen, only to fall short. I'm not interested in being led by hollow promises. I want them to under promise and over deliver - this should be their aim in regards to addressing the public and they have a poor record thus far. I'm not wanting Peter removed/step down, as he may be the critical piece to securing the content deals that they've struck, but the engagement of shareholders/public must improve, as well as their credibility. Hopefully the SHM is the starting point.
- Do they see the Verizon development of faster download speeds affect their competitive advantage? I don't know how far away Verizon is from installing Gps speeds on a residential basis, but if/when they do, the difference between NTEK's 4Mps and 25Mps of the competition will become far less critical. What do they see as their other competitive advantages that will make them the choice of users around the world?
- What is their revenue plan - subscriptions, on demand/pay as you use, etc? What are their current models showing them in regards to opportunities in the market to provide revenue outlook both near term and longer term?
These are just some things that are rolling around in my head. I know that others have great questions/concerns as well and hope that you have a very productive meeting.
Safe travels.
-kbulldog.
