What do we expect? They are going to do an RS.
Post# of 96879
They are going to do an RS. It will happen. The shorts will do what they do. The only thing that ever really beats the shorts is performance - period.
They do not have a financial angel. Who does??
What they do have are multiple billion dollar companies willing to do business with them. It appears as though NTEK is setting up a system where good content has the potential of earning their owners a fair return while at the same time earning NTEK a certain profit. Bad or out of demand content won't, and there is no reason for NTEK to pay to access bad content.
If we perform we win. When has it ever been different.
None of this tells us what the up-front content cost will be. If the provider has a chance to earn a fair return based on the quality of their original work, then why should NTEK be anything other than a passthrough vehicle?? Yes it is different from other streamers, but the deal is different also.
So let's start moving through this and get to the other side.
Paul