06-14-2013, 11:43 PM
2589 DoughDiligence Apr 8 2013
The Aereo solution is a different issue than a DVR ad issue like Hopper.
Aereo has developed a 'miniture' antenna (less than 1 inch) which they rent out to customers where each customer controls their own antenna / receiver located at Aereo's offices. Aereo's server rooms are filled with racks and racks of independent antenna's that they allow customers to use. As a result, Aereo is doing something similar to Slingbox for any free airwave broadcast. It allows them to convert the signal received into an internet form which is then sent to each customer who controls their antenna and channel.
This way they are acting as an antenna service while they get around the cost that cable companies pay to the networks to re-broadcast the station's content.
If the cable companies decide to use Aereo for those channels, the networks will lose all the money that cable companies pay them for the content. It is a sticky problem.
The cable only networks don't have this problem. So the public networks might try to find ways to make their customers pay for content rather than let Aereo make money off of them without any form of payment.
If Clipstream G2 can be secured to the customer account or customer device, then the networks could by-pass Aereo to deliver content to customer's mobile devices for a monthly revenue stream.
The article talks about Hopper too, but the issues are very different.
Aereo has developed a 'miniture' antenna (less than 1 inch) which they rent out to customers where each customer controls their own antenna / receiver located at Aereo's offices. Aereo's server rooms are filled with racks and racks of independent antenna's that they allow customers to use. As a result, Aereo is doing something similar to Slingbox for any free airwave broadcast. It allows them to convert the signal received into an internet form which is then sent to each customer who controls their antenna and channel.
This way they are acting as an antenna service while they get around the cost that cable companies pay to the networks to re-broadcast the station's content.
If the cable companies decide to use Aereo for those channels, the networks will lose all the money that cable companies pay them for the content. It is a sticky problem.
The cable only networks don't have this problem. So the public networks might try to find ways to make their customers pay for content rather than let Aereo make money off of them without any form of payment.
If Clipstream G2 can be secured to the customer account or customer device, then the networks could by-pass Aereo to deliver content to customer's mobile devices for a monthly revenue stream.
The article talks about Hopper too, but the issues are very different.
2634 vangorilla April 10 2013
You are obviously new at nanocap investing, let me explain.
99% of these tiny companies have some kind of toxic financing on the books. With DSNY, they aren't in the 1%, they are more like the .1% in that they have no toxic financing, they are buying back shares (retiring them) AND funding new products with their cash flow...AND are still very profitable.
I am sure DSNY could have done some financing deals in the last couple years but instead chose to buy back their own shares. They are saying we think our shares are undervalued here.
What you must also realize is that when DSNY does buy back stock it gets retired...YOUR STAKE in the company becomes more valuable because there are fewer shares outstanding.
Oh yeah I almost forgot. The fewer shares that are available to be purchased makes it even harder for a short to cover.
99% of these tiny companies have some kind of toxic financing on the books. With DSNY, they aren't in the 1%, they are more like the .1% in that they have no toxic financing, they are buying back shares (retiring them) AND funding new products with their cash flow...AND are still very profitable.
I am sure DSNY could have done some financing deals in the last couple years but instead chose to buy back their own shares. They are saying we think our shares are undervalued here.
What you must also realize is that when DSNY does buy back stock it gets retired...YOUR STAKE in the company becomes more valuable because there are fewer shares outstanding.
Oh yeah I almost forgot. The fewer shares that are available to be purchased makes it even harder for a short to cover.