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YANGAROO Inc V.YOO

Alternate Symbol(s):  YOOIF

YANGAROO Inc. is a technology provider in the media and entertainment industry, offering a cloud-based software platform for the management and distribution of digital media content. It provides advertising, entertainment and awards management software workflow solutions to customers across multiple geographic regions. Its Digital Media Distribution System (DMDS) platform is a patented cloud-based platform that provides customers with a centralized and fully integrated workflow directly connecting radio and television broadcasters, digital display networks, and video publishers for centralized digital asset management, delivery and promotion. DMDS is used in the advertising, music, and entertainment awards show markets. Its ancillary production services include a short-form version for direct response customers and long-form digitization. It focuses on optimizing its television traffic instruction workflow and enhancing its television legal clearance offering.


TSXV:YOO - Post by User

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Comment by HisNoodlinessTheFlyingSpaghettiMonsteron Nov 25, 2020 10:40am
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Post# 31969255

RE:Q3 Financial results posted

RE:Q3 Financial results posted

Overall, these are solid numbers that fall within the guidance/estimates I posted a while back.  Advertising was slighly lighter than I expected (I expected 1-1.1 million, 900k worst case) and it is clear that there was likely little follow through on political revs. However, a nice 10% bump from the prior quarter whic is positive, and the verbiage in the MD&A is encouraging ("they expect to reach growth targets set before the start of the pandemic"). Conversely, entertainment revenues were even stronger than I expected and it looks like this will continue into Q4 with both awards and music.

Realistically it will be nice to see at least another 10%-15% rebound on the ad side in Q4 compared to Q3, and hopefully continued bounce in entertainment that mimics this quarter.  Gov't wage subsidies will likely be greatly reduced/ending, but through similar cost cutting I see expenses of around 1.6 mil, and estimate revs of 1.9-2 mil.  Anything past that is gravy.  COuld clsoe the year with 4.5 cents/share in cash with no debt. Our current ratio is over 4.  Verrrry strong balance sheet.

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