Sensio Technologies Inc SNIOF

Nothing left to say

[hedge8]

I guess we'll all just focus on prior fiscal year results that don't take into account LG or Samsung, no point bothering to understand that recent execution by Routhier has actually been very impressive. That Sasmung launched on time. That 80% of compatible 3DTVs sold in the US over the holidays will be 3DGO! ready. That we will likely see an announcement on 3DGO! streaming devices in the near future. That international expansion is slated to begin by year end. That Studios are giving 3DGO! exclusive rights to stream upcoming 3D movie trailers.That studio Facebook pages are directly advertising 3DGO! as a place to rent their movies. That Sensio was recently able to negotiate substanitally better licensing deals with the studios. That 3DGO! is being advertised in US movie theaters. That patent revenues will likely continue to grow in 2016. That more and more people are talking about 3DGO! on 3D forums and on social media. That the 3D movie releases between now and the end of the year are the biggest we've seen in years.

But sure, let's focus on the fact during a period where Vizio stopped making 3DTVs and before LG and Samsung joined the party that user growth and revenues were weak.

The only issue at the moment is that they may need one more injection of cash. Yes, it's potentially a big issue, and could be dilutive depending on how and when it is executed. However luckily for us institutional investors like the Caisse are not rear view investors and recognize the concrete progress the company has made. I suspect the Caisse will likely structure a short term financing deal that we can all live with to get Sensio over this last hump.