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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 hedge8on Dec 29, 2015 9:45am
288 Views
Post# 24416220

Definitely some potential upside here

Definitely some potential upside here
We know there is value in the patents. How much WiLAN will pay SIO for them is a big question. I can only assume Routhier has some insight into that and is confident it will be a large enough amount to cover debts and have some left over or else why would he put up $100,000 of his own money?

Potential buyers for 3DGO is a more interesting question. Previous posters have mentioned Neulion, I think that would be an interesting possibility. They could buy it with shares and it would provide decent diversification for their sports streaming business. Neulion suddenly becomes the "streaming everything" company. If you layer 3DGO onto an already existing streaming business, the incrememtnal costs to run it are not much at all. You just need to cover minimum licensing revenues which I don't think we are that far away from after current holiday sales and rentals. And Neulion could still make the decision to expand internationally, etc. And since the studios have an interest in seeing their titles streamed they may be willing to renegotiate terms.
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