Personally speaking I don't think the expense side of the announced TNG financial for the Q will be that deleterious-and TNG will post numbers very close to break even status...and will be IMO profitable from a reporting basis and recording of revenues-1st calendar half of 2014.
RandD related costs get expensed out over time-SGandA I personally don't expect to be much different QoverQ-and the model is a recurring revenue one meaning its accretive and builds on pre-existing subscriber base inflows-quarter after quarter...not unlike the Telco model...put the hardware in the house-get the monthly fee.
As the advertising revenues with the Samsung and Toshiba SmartTV giants of the sector come onstream and are split 50/50 with TNG (this was a huge concessional win for Transgaming and will be a large contributor over a very protacted period of time for TNG which will IMO utterly shock shareholders how much it will contribute to TNG's bottom line...earnings per share)...this will
be a precipitous ramp up in $ flow...so I remain optimiistic that the .60 share price target on TNG was conversvative by design-kept at a 100% return from the .30 range when the analyst update
was issued-for self serving purposes...that being client and fund placement at prices
the covering talking head could sell to his client list-afterall the cold call would be suggesting a 100% return from here for the firms clients "to get in now"...and its done all the time...ALL the time-I have personal friends in the business with former WoodGundy and former Midland Walyn-now CIBC and MerryLynch-which I think may have been bought out now to....the guys I ran with are still in the business and that's how it goes boyz and girlz-every analyst likes to "outperform" their own share price targets and have their stable companies "beat expectations" which sells alot easier than even "meets expectations"...so I remain a confident bull-on names that will continue to come onboard to the GameTree "from the cushions of your family room couch" SmartTV Gaming and Content platform-and that earnings based on increased subsriber growth-content and advertising revenues ramping up...will increase proporianetly and exponentially as we move forward.
Guidance from TNG will be the key catalyst-for increasing value in share price and therefore shareholder value in return-and they are very very bullish on the prospect for the company going forward so the focus will be on a company ability to control and keep expenses in check inline with
expanding the product/service traction to the revenue model-and a demonstrated ability to bring
new add on revenues to the companys treasures showing a true ramping up and economies of scale will be coming into play on this thing...in due course...read shortly...as in 1st half of 2014 and starting to be pronounced exponenitally so-2nd half of 2014 and beyond.
So Guidance as in all growth stocks and story drive-come the Q and Confrence Call-will be key...look for some bullish comments from the CEO regarding Samsung..>Toshiba and I expect we
will also see forward looking comments about what is "in the que"...and analysts to ask questions that effect as the execution from management continues to be flawless.
FLAWLESS...whereas a hapless soul who seems to want to discuss the price of everything without being able to relate to the value of anything-Mr/Mrs YYG or whatever the fools posting alias is/remains just fills this thread with FLATUTLENCE by comparision.
SS