My quick new thoughts
Again IMHO:
Again we went through CES 2014, a good demo of 3DGo on a Toshiba 3D TV.
The AGM in late January, played with numbers, introduction of new BOD, advanced the launch of PAN-3DGo to April.
Renewed the Disney deal,apparently with a good break for us.
PAN 3DGo had been moved to April, but I guess it`s back to the original end of Fiscal year or prior.
SP almost tripled ,we broke every record for volume and some warrants are being exercised.
Financials as expected, but this time did not lose as much.
A CC liked by many and taken with a tad of precaution by others, same old promises but maybe this time the Major-s are getting much closer after all this time and PAN-3DGo launching for sure.
Analysts did not bother to ask about the unusual trading or spike on the SP,maybe it means it`s ok.
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BEACON started buying in March 12th and has bought 16.800.000 and sold 10.800.000 for a net of 6.000.000.
That could be deceiving if they are selling for a different Institution, and could mean a much bigger number.
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Global Maxfin started in Sept-2013 and has bought 13.900.000 and sold 9.900.000 for a net of 4.000.000.
Again deceiving since they did the gypsy trades.
So we have two houses that depending who they are buying for could tilt the balance of ownership.
None of BEACON shares come with warrants but 9.000.000 of Global Maxfin do.
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ANON, the mistery of who or whom uses the number.
Since the party started in Sept 30th-2013 they bought 10.500.000 and sold 30.000.000.
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The Company it`s still losing money,not as much due to cuts a bit more revenues and creative accounting.
There`s no sign of a Marketing strategy,it`s counting on Panasonic to push 3DGo.
Again used the excuse of being very busy for neglecting communication and accounting to shareholders but promised to change that again.
Too vague due to confidential clauses on the CEs coming on board, but a bit more optimistic.
Things did not really change much lately and we are still trying to get our HiFi,Autodetect and switch package.
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The new BOD has an incredible resume and a bag full of Marketing experience.
It has been on for three months and I imagine we should be seeing the fruits of their work soon again hopefully since the last BOD completely lost sense of things.
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3DGo, what can`t you say about 3DGo, mishandled from the beginning, announced before we had signed any Studios, over promised in every angle, delayed execution BUT finally out there with a mediocre partner (Vizio) but proving itself as good as you can with what you have.
Now it`ll get a new partner with a different platform called porting,things are ready to roll and all the tests say that it will be good.
So PAN-3DGo will launch soon and hopefully will take the slack of Vizio and pour some better numbers out there for us.
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Panasonic will come out with 3DGo but porting, I always wondered why after settling for infringement of the S2D switch they didn`t get the whole package, it was already on their TVs and would have made so much more sense.
Samsung,they also got the settlement for the switch but no full package either, both of them paid very good money but did not go for the package.
LG, wil they come after all these years and if, will they do it with the full package?, Routhier said that it will only take three months to be fully functional with 3DGo after a deal it`s signed.
Toshiba-Sharp ??, same if they come ??.
TCL-Hisense, a deal with many chapters, we just turned another page on the last CC.
Confirmed that they are both in again.
The original deals were for Global sales, they were reconfigured to read as to when the content gets provided in China, but we are starting to get some small revenues from Hisense ,so stay tuned.
The main thing is why it`s taking so long to get the content to ot in China, both Hisense and TCL are either government co owned or in partnership with the biggest broadcaster.
It would make sense to put somebody permanent ib China to push for these things, it`s been almost two years since things began.
And in reality either one of them should have carte blanche in the USA to go with 3DGo,both are set up with the full format.
To end they have sold close to 10 million 3D TVs ,most all have our chip,when things get straighten there should be a wheelbarrow full of cash at the end of the rainbow..
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So ,we do have everything we had, our Sales Dept should be more motivated the same of our Marketing Dept.
WE sell technology, technology runs it does not walk, we have been lucky that nobody has done what we are doing,they don`t call Routhier the 3D man for nothing,they must be waiting for us to perfect it and then take us willingly or not (another possibility).
With the exercising of some warrants we are again over the $2.200.000 in the Bank and depending how fast the rest it`s exercised we could have as much as $4.500.000..
Disney deal is done for another year, Paramount it`s good for another year (their deal was for two years).
PAN-3DGo launching soon and hopefully with the right marketing will move much faster than with Vizio, besides the fact that Panasonic it`s on another league.
There are no obstacles for a while,no deals to renew, just trying to sign new ones, we have some decent money in the Bank again, and the fact that the trading still very strong means somebody knows something (not us,why should we?).
This is like nurturing a son or daughter, you give them the tools and the help and hope they knock your socks off someday.
We seem to have turned a corner,we have no idea why but the concensus out there is that there`s something around the next one.
So are things finally turning?.
Interest is there.
I wont predict but imagine things will hopefully get better and our SP will continue it`s climb and hope and wish all of our members realize good gains or al least reduce their losses significantly.
Cheers—GLTA.