Positive thoughts Re the CC - and Roy has the 'good vibes' Quite pleased acutally with the CC. They are mega focused on agressive but not overstretching growth right now and if the off quarter here and there pretty much preserves the status quo, or a shy dip, then I might be liking this strategy more than I did a couple of quarters ago. The market seems to have forgiven quickly!
Likin especially:
- the fact that 45% of their current pipeline deals in progress are coming from Europe. That is pretty fast growth.
- Some of those 10 million dollar plus contracts are VEEEEERY close to fruition and expected Q3
- EFL operators are VEEERY happy with the platform. 72 clubs going with the platform - Clubs decide their own media fates in EFL - versus NFL where the league decides on behalf of the league as a whole. (If the land something similar in South America or Germany, Spain etc - we could be golden!)
- Neulion is broadcasting the Merryweather fight for UFC WORLDWIDE
- NFL making readjustments in their world wide rights with NO or negligable differences to to the bottom line with Neulion.
- CAPEX expenditures will be coming down as of Q3.
- Most sports seasons begin in Q3 - so if Q2 was down a drop -(1%) then we should be able to expect a modest increase for Q3.
- Roy has the vibes - never heard him so confident actually. I think that Beacon .90 price target could be low, but hell I'll take it short term.
Long and strong Neulion and bring those deals home ROY!!