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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 007YoungGunon Dec 23, 2014 2:24pm
324 Views
Post# 23260558

Ralph thinks sensio could be cf positive F2015 end

Ralph thinks sensio could be cf positive F2015 endF2015 end is May 2015 and that means in the next 5 months, with 50k active users (1 movie rental/ month) sensio will be covering there business expenses. So basically they need 150k rentals per quarter to stop bleeding cash. IMO, that's a pretty low bar given the 4.3M+ user base but I think its critical to have a larger library. If there's only 50 movies available to watch, then an active user by definition would have to watch 25% of the library. Also, I think the revenue will hit an inflection point once deployed in Europe as 3D I believe is a bigger deal there. Execution in 2015 will be absolutely key, especially in Europe. If they can execute and demonstrate that 3DGo! Is easily scalable and fairly lucrative, then it will be a matter of time before a hand off to a larger player who will be able to extract more value with more resources and expertise. Good luck to all in 2015 and Happy Holidays! One of my wishes is that Sensio execute with accuracy and timeliness and sell this potentially cash generating cow so people across NA and Europe can sit in their homes with their families and enjoy 3D movies!! 007YG
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