Kris, great question, here's my guess. 1. When w
Post# of 96879
1. When will the market correct NTEK's valuation? - One would think that NTEK's consistent flow of positive news we'd see the beginning of a correction now. It seems counter-intuitive for it to continue to languish and drift lower but it has. So, I think its a combination of continued dilution, a lack of communication from the company as it relates to the financial structure they eluded to several weeks ago and audited revenues. Combine that with outside influences whose desire it is to see NTEK fail leaves us where we are. ALL of these issues can be taken care of by the company. They can take steps to protect the company and the shareholders. I think that their inability to clearly communicate with us as it relates to the aforementioned is why we are where we are. As for NTEK's progress relating to UltraFlix, it's hard to ask for anything more. They've hit a homerun as far as I'm concerned.
2. How to value the company? In a subscriber based industry an emphasis is placed on new subs and churns. Look at nflx and SIRI. Subs are key for both. Obviously revs too but subs and sub growth appear to be driving factors in valuation.
3. Market share? That's a tough one. Obviously we can quantify UltraFlix market share as it relates to subs but what is harder to ascertain is the number of NTEK / UltraFlix films consumed by users of other services, ie. rebranding and delivery of films. I believe NTEK has demonstrated it's ability to not only stream better than anyone else but thus far protect the studios with enhanced anti piracy techniques. So, other providers will market and stream UF remastered films using UF technology and security but rebrand it using their logos. It is because of this that its difficult to determine an accurate market share. Lets just say it'll be significant!
Atlas1
NTEK...GET SUMMM!!!