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Bullboard - Stock Discussion Forum TRANSGAMING INC. V.TNG

"TransGaming Inc is engaged in partnering with Smart TV manufacturers and international pay TV operators to deliver interactive gaming experiences to connected TVs globally."

TSXV:TNG - Post Discussion

TRANSGAMING INC. > More competition on the horizon?
View:
Post by bottomline on Feb 06, 2014 11:30am

More competition on the horizon?

Comment by domdesm on Feb 06, 2014 11:38am
This post has been removed in accordance with Community Policy
Comment by bottomline on Feb 06, 2014 11:53am
What opportunity do you see? Why would game developers use TransGaming's services when they can use this SDK themselves directly? Games that don't already run on Android or iPhone are not a target here, I think. Could you sketch me a scenario?
Comment by domdesm on Feb 06, 2014 11:56am
This post has been removed in accordance with Community Policy
Comment by bottomline on Feb 06, 2014 12:31pm
That pales against the million or so games already on Apple and Google's app store. TransGaming's games would be nothing more than a drop in the ocean. This is a very competitive market space with low profit, unless you have a hype like Angry Birds or Candy Crush. Can you name a few TransGaming titles that have a shot at competing against these?
Comment by shawshank on Feb 06, 2014 12:33pm
  There we go Dom...I need say no further. SS
Comment by Rothchildish on Feb 06, 2014 12:00pm
I'll give you a scenario. Customer A) : Wants to play games, doesn't know what game to pick from the 2000000+ offered on iOS or Android. Instead he downloads GameTree, it gives him access to a library of popular games, by category. He picks the game he wants to play, voila.
Comment by bottomline on Feb 06, 2014 9:32pm
So you're telling me that the problem with the app store is there's too many games? Seriously? They sort the games both by populairty and category as well. TransGaming can probably still lure in some customers, but it's not going to become the Netflix of gaming with this sort of competition around.
Comment by shawshank on Feb 06, 2014 9:54pm
Bottomline-Netflix enjoyed first mover into the space-and was a convergence of opportunity between an old model that was becoming antiquated requiring inventory-storage and physical space (blockbuster) and what it Netflix brought to bare on the market place. Transgaming has first mover advantage in its own space-and is at the forefront of a consumer shift-and riding infront of the trend vs ...more  
Comment by domdesm on Feb 06, 2014 10:08pm
This post has been removed in accordance with Community Policy
Comment by shawshank on Feb 06, 2014 10:15pm
"It (TNG) has the licenses for many games they acquired from Oberon" Domdesm This would require Y(ak)azz/TTLooseABuck/and BottomsUp (all the same) to actually do some DD on Oberon prior to the Transgaming aquisition. To much work-so won't happen. Its not about understanding the business case-investment opp. Its about trying to create misunderstanding and lack of opp ...more  
Comment by oneinvestor on Feb 06, 2014 10:31pm
So true SS  so true! This has MONSTER BUY OUT in a year or 2 written all over it giant BLOCK LETTERS. Whether your SP average is 15-45 your going to be one of the VERY HAPPY longs like me.   My group of people now heavily invested are the most excited bunch of guys ever. Appreciate the real DD done here by a select few that has saved me considerable time in making my/our decision to ...more