I like 3DGO's Chances
Facts:
First, Sensio's strategic shift is decidedly about 3DGO and also about high margin recurring licensing revenues. [See the Investor Presentation deck.]
Secondly, with each passing day - whether bashers like it or not - 3DGO is growing its subscriber base. [Check out the recent CC, financials, as well as Net usage metrics.]
Thirdly, with every new "TV or device" platform that 3DGO can hitch a ride on, the user base goes parabolic. []Simple math.]
Lastly, Sensio has more cash than I expected to be able to roll the dice on this strategic shift, with reasonable dilution.
Have a great weekend all!
Cale
Go Raptors and Habs !!!!