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Touchstone Strategic Income ETF V.SIO


Primary Symbol: SIO

The Fund seeks a high level of current income with a focus on capital preservation. The Fund invests, under normal market conditions, at least 80 percent of its assets in income producing fixed-income securities. This is a non-fundamental investment policy that the Fund's Board can change upon 60 days prior notice to shareholders. Income producing securities generally include corporate debt securities, mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and preferred stocks. The Fund will engage in frequent and active trading as part of its principal investment strategies.


ARCA:SIO - Post by User

Post by Sailor99on Jul 10, 2014 10:57am
521 Views
Post# 22732553

Today`s CC

Today`s CC
And so the party continues.
The guest speaker again 10 minutes late and brought a mixed up speech.
I wish I had my secretary at home,too fast for me to take notes.

Started with volumes and averages,something we knew from RG reports.
Not deploying on all regions at the same time.
Since LG uses passive glasses it will help considerably.
LG targets 3D viewers better than anybody.
LG is bullish and commited to the 3D experience and is the most vocal on 3D TVs besides sharing our vision that OLED and 4K are not a threat but a workable experience.
Still targetting USA in the Fall and International from December on.
Again volumes and averages.
There will be new rights for other countries, languages ,etc.

The 3DGo structure has three main components:
CMS it`s the management service will be done by NeuLion.
CDM it`s the encoding and will be done by Deluxe.
And the Application it`s the interface and I believe I heard Deluxe-NeuLion or SIO, don`t take this one to the Bank.

Each new CE signed will require a new application that must be developed via "porting".

International expansion to be done by Deluxe and NeuLion.

HiFi, all 3DGo`s content is encoded in HiFi.

3DGo is to promote Hi-Fi.

There were three ways in pricing and royalties.

3DGo to be standarize through global pricing,development of technology and remuneration, don`t take this one to the Bank either.

DEcoding does not offer the best alternative but it`s better (than what?).

QUESTIONS.

Mark.CIBC,

Wanted to know since the Legacy`s could not retrofitable,will they have access?>
They will it wont be Hi-Fi but compatible.

Asked about game consoles,other top devices.
SIO is looking into media devices,set top boxes,but in the future ,not now,too much on the plate.

Anything new with WiLan?.
Things are progressing,we are coming to the 12-24 months.

BAHAN from BEACON:

LG is launching in the USA in October,what are the Marketing plans?.
Yes Marketing has been worked out with LG,especially in South America and Europe.that`s where the action is,people will be notified about 3D in their set and how to use it. We`ll not see much action in October but come Christmas we`ll see changes.
Marketing Agencies pushing for S America and Europe.


Is SIO adding any more CE`s?.
We`ll launch first with our 30%, make some loud noise,adding new ones now is not a priority till the end of the year.

Ralph Garcea:

What about Canada?.
Canada will be part of our expansion.

International expansion by the end of the year,multi language versions, do Studios send it?.
Studios have different versions already,we do the the encoding architechture and there are solutions,some regions are different but it will be provided by the Studio.

How about the incremental cost.,extra application costs,development of CDM-CDS, multiple language, how much would that cost?.in the $200.000 range?.
It will be close to that figure.

You said that Viera`s offer good quality, what quality in LG versus Viera?.
LG`s are all passive,easier to apply filters,using a simple filter gives ALMOST SIO quality.

What about Panasonic?.
With Panasonic we are working on raising awareness, they are impressedbut not to the level WE want, they are satisfied and working on different Marketing.
LG is very aggressive and promotes it hard,LG has the highest 3D useage rate.
WE had many discussions on LG marketing using characters and content from the Studios,and use Stores to help sell 3D TVs.


LG,Panasonic any leverage to sell Autodetect?.
Always pushing for that,but right now our main focus is is pushing the adoption of 3DGo.

Routhier`s closing.
We are excited,this is the realization of many years and the break you and us have been waiting for.
We`ll make sure we deliver.

+++++++++++++++++++++++++++++++++++++++++++++++++++++++
This is what I got from the CC.
Many questions were answered.

Even though all 3DGo movies are in Hi-Fi you don`t need the chip activated.
Everybody will have to port.
Hopefully Canada in December or right after.
No words about China.
Too busy right now to work on signing new CE`s,but will resume at the end of the year.
AND no numbers on PAN-3Dgo.

Use SIO disclaimer in case I made a mistake.

Cheers.


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