RE:RE:What are some helpful ways to learn about this industry? This was such an awesome reflection. Good on you for taking the time to a) do your own research, and b) share your thoughts with us here at the bullboard.
After watching the interview with Gary Moss I apprecated the point you made about agencies needing to diversify to multiple providers. From what I can tell, this too happens in other industries as well. Certaintly the case for some commodities.
As far as MD&A is concerned, the 'tuck-in' that CEO Gary Moss diescribed makes perfect sense to me. Any idea who might be targeted? Perhaps the next quarter will be strong given the presential election and pushing back of award shows to the second half of the year at which point a move to aquire a distributor buisness could be in order.
I echo your thoughts on the award buisness as this is a fantastic platform to market products and services elsewhere. I suspect some of these award shows have international exposure.
A few outstanding questions for the bulls/ bears here.
1) What is the current marketshare? i.e. has this been annouced in a recent quarterly report or annua shareholder meeting. 2020 I think not.
2) How much growth opportuntiy is there with music studios? It would seem as though they have completed the neccesssary work to start the sales cycle re: Truster Partners Network (TPN) assessment.
Thanks.