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QYOU Media Inc V.QYOU

Alternate Symbol(s):  QYOUF

QYOU Media Inc. is a Canada-based media company. The Company is specialized in networks, original shows, and influencer marketing. It operates in India and the United States. It produces and distributes content created by social media stars and digital content creators. In India, via the Company’s flagship brand, The Q, and via additional digital channels (The Q Kahaniyan, QGameX, Sadhguru TV, Bollywood Hungama, QToonz and RDC Movies), it curates, produces and distributes premium content via television (TV) for cable and satellite carriers, over-the-top (OTT), connected TV, mobile and app-based platforms. Its India-based influencer marketing division, Chtrbox, is an influencer marketing platform connecting brands and social media influencers. In the United States, it creates and manages influencer marketing campaigns for various film studios, game publishers and brands. Its subsidiaries include QYOU Media Inc., QYOU Productions Inc., QYOUTV International Limited, and others.


TSXV:QYOU - Post by User

Comment by Doozeron Jan 27, 2021 5:54am
195 Views
Post# 32396715

RE:RE:As requested: My analysis on The Q

RE:RE:As requested: My analysis on The QAs I've previously stated on this Board, I think the Q will need financing to get it through the first half of this year until revenue and cash flow improve in H2. I absolutely see this as being the inflection year for this company with new advert deals and opportunities ramping up in the weeks and months ahead.  Given that, I suspect warrants will be exercised first and a cap raise only done if required after that.  In either case, these additional shares will result in some dillution that will lessen the value of your existing shares.  Those able to exercise warrants at cheap prices will want to do so as the Q turns the corner vs having an influx of new shares from a cap raise.  As with all investments, you should read the financial reports, inclusive of the notes, that are available on SEDAR (also on Q website).  

Block - I disagree that share dillution won't happen until the range you've specified (.50-.70); it will be driven by when they need financing, which I think is soon and will be by way of warrants.  In the event they do need to do a cap raise at some point, they will likely put this off as far as they can as I agree the share price will continue to increase this year and they'll want to get the best financing they can to lessen dillution.    

The marketing and advert potential in India is huge.  We've recently posted on this Board about the Q's partnership with Chingari given the tiktok ban and how many potential views on that platform. Similarly, check this out from Youtube Shorts Beta platform; 3.5Billion views per day. 
   
https://www.cnbc.com/2021/01/26/youtube-shorts-tiktok-competitor-has-3point5-billion-daily-views-in-india.html
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