Sensio Technologies Inc SNIOF

Numbers

[bigo64]

Well Folks,
What numbers (3DGO subscribers) are we looking for? If I remember correctly, Ralph Garcia said we needed 100,000 to break even. That was with Sensio getting 30% of the movie rental and the rentals averaging 1 per month per customer - which seems overly optomistic to me. But using these numbers as a template, that would mean approx $25 per customer per year or $2.5M. 
Expenses should be at least that (likely more with ramp-up costs for overseas expansion, new marketing, etc.). So even if we could get to 50,000 registrants by August and possibly 100,000 within 6 months after that, it becomes clear to me how important the international expansion is.

I know there is other income, but an average of 5 rentals/customer/year is probably more likely and that might be a stretch. 

Anybody with a sharper pencil than me want to make comments?
BigO

[Sailor99]

Bigo, we`ll have to wait for the next Financials and see the revenues. There will be excuses as to seasonal obstacles and then we`ll go to the next Financials. I found the number of subscribers very low, but that`s not even the half of the equation. We know of the Promo and probably there will be another one and that will limit the revenues. The 50.000 was given by Routhier and the 100.000 by

[massimiliano]

x sure some sharks they know before when Routhwiller et Bruce Lee are going to talck..they play hard, really they are dooing all is possible for keep the price share down ..under his real value, why? i have one idea. Im sure the good investor will continue to buy x  long term, Now atleast we know waz is going on on 3dgo! i imagine those 29000 custumers they will down load more then 10 movie

[Wiseom]

You all have to calm down. This is about a take over play. I truly believe the value offered to shareholders will be in a big player taking us out. The technology is there, what they need to prove is loyal subscribers. I see this as a combined service with another.. like netflix (2d and 3d). Stand alone we are going to have trouble making money. I think in 12 to 18 months the model will be better

[Trooperhobo]

Big O put out a challenge on this....here's my take.  If I've missed something, NVM, its all specutlation until the big buy-out. 1) Since 3dgo has  been alive, average quarterly revnenue per registered user is $1.67 (seems low to me but that's what financcials are saying).  On yearly basis = $6.68. Lets say content is getting better so more rentals per user, so increase

[hedge8]

Good analysis. I look at it this way... 3dgo has around 20,000 Vizio users with zero marketing. LG and Samsung should each be able to double that number with zero marketing. That gets us to 100k users in North America. With marketing I see that number being at least 2-3x that total, or 200-300k users in North America. I think that is easily achievable with some effective targeted marketing