The transcript would be hilarious if i hadn't lost so much on this stock. My favorite exchange by far is when they push Andrew off the call to take another caller who then states: " Yes. I would like Andy to keep asking questions, please."
Certainly I think a lot of people were disappointed by the fact that they guided 2015 as not having any increase in earnings. The company has momentum, but it's revenue does not, and that is, understandably, a problem for a lot of people. If you have time on your side though, I can't think of a better risk/reward situation out there. Not only do you get the bar code, but you're there's the off chance of licensing deal or something materializing out of the payment platform in the next few years as well.
I think the papers were supposed to be presented at some conference in May, so this is one claim that hasn't fallen short yet. It's possible I'm misremembering though. I'd have to check the call transcripsts
also more coming.
Stay tuned for VDC’s deeper dive on Digimarc and its Invisible Barcode, which will be published next month.
This used to be a really legit board with people talking about augmented reality and bar codes and patent filings etc, which was great because ultimately that's what's going to dictate price action. Short term, maybe there's some short conspiracy going on maybe not. Long term there are much more interesting things to talk about.
I have more questions than answers, but for example I'd like to know more about the future applications on 20/20 that was mentioned on the call. He was talking about the idea of digital licenses and how they had some IP regarding that. I tried to look into it a little and basically it's the idea that your credit card will just sort of point a processor in the correct direction when you make an online purchase but then there will be an additional level of identification. Apparently Apple pay is getting crushed with fraud and this is why the digital license will eventually be needed.
I am waiting for the CC transcript, but I asked myself the exact same question and decided that it meant I was supposed to buy more (2.85). I get why people might not buy as if you're doing it just for the McDonald's money that's not coming in for a while, but if you were already in it makes sense that you'd probably hold until that revenue comes on line or at least until it reenters the news cycle and you get another pop on name recognition alone.
Well, I was way off. I wish they gave conference calls because I'd be curious about what the goal is when entering a new market. Maybe they expect to lose money almost as an investment in future years. I'd be fine with that, but it's not good to not know.
Regardless of that, ConTV ... man, my position here on that is known and it's only getting confirmed. I'm not 100% on how the equity method reduces the investment asset, but it seems like there's still 800k+ of investment in losses to eat even with no additional investment.
Can you elaborate on this idea? I understand it's just speculating, but what would were you thinking: original and or exclusive content or something else?
I just plowed through all of the episodes that were released today.
Pro: It's pretty entertaining. Stupid, but fun.
Con: The twitter activity indicates that the people who were drawn in were fans of the YouTubers used as the talent. It's great that people were watching, but the type of people who worship a youtuber are in my mind almost mutually exclusive from the people who will be interested in ConTV. The conversions just aren't going to be there. In other words, we wanted the people who were into zombies since that's what ConTV has right now, but look at the reviews from when IGN did a preview of the show (search Fight of the Living Dead Trailer Debut). The true nerd/gamer crowd seemed to hate the idea of it.
The Power Rangers Show/Mythica movie Franchise/Last Fan Standing are much more on brand.
Pro/Con: There were a lot of international people complaining that the show wasn't accessible in their country, but ConTV was quick to respond and say in a few days they will have international availability.
Alexa Traffic Rank: 59,000 and still improving. For reference, WizardWorld itself is around 9,000
The first episode of the Last Fan Standing is up and it's not bad. The power rangers and zombie show are coming out in the next few weeks.
However, I'm not seeing any genuine interest. The reviews for the app in the apple store are clearly inauthentic 'pay for review' type stuff and the twitter discussion is mostly the same with desparate focus group sounding posts shouting about #netflixfornerds etc.
If the original series fail to generate buzz, then it'll be a big issue.
Here's hoping we're not bearing most if any of the expenses for this project.
Con TV Purchased a movie series called Mythica. It got some buzz, and seems like a smart move assuming they didn't pay too much. The movie won some recognition at Sci Fi shows and has Kevin Sorbo, the guy from Hercules, in it.
Also, I've been tracking the ConTV website traffic numbers on Alexa, and they aren't great yet (ranked 69000 in the US), but the number has been steadily trending toward better rankings since the site went live.
I know. I just caught it and didn't have time to investigate earlier, but it looks like it's for sure. On the AXS page there is a Wizard World section but it lists, "Sorry, there are no Wizard World dates."
Best case scenario Wizard World used AXS as a ploy to renegotiate with TicketLeap, but the fact that there was a PR and everything about AXS makes me thing something else must have happened.
This was the date that conflicted with the China date so there may be more to this than simply a venue issue. That being said, this plus the horrorfest cancellation are not great PR when a bunch of people have already booked flights and hotels. I am beginning to worry about management.
Wizard World announced today that the inaugural Wizard World Comic Con Greenville, which was to take place on May 29-30 had been rescheduled for July 15-17, 2016.
The Greenville stop was originally supposed to be three days, but conflicts at its venue, the TD Convention Center, shrunk it to a two-day affair. With Wizard World feeling that “the fans of Greenville would be best served by a weekend, three-day show for the full Wizard World Comic Con experience,” the decision was made to wait until 2016.
This seems smart. $1000 is nothing and they have a chance to pick up some exclusive content if the crowd has a positive reaction. Plus I imagine they already have most of the AV equipment for other panels.
Wizard World, one of the leading producers of Comic Cons and pop culture conventions across North America, and CONtv, the new digital entertainment network devoted exclusively to the fanspace, are proud to present the CON Film Festival. The 2015 film festivals will take place alongside Wizard World Comic Con Philadelphia (May 7-10), Sacramento (June 19-21), Chicago (August 20-23) and Austin (Oct. 30-31).
Best Feature: $1000 cash prize and a exclusive VIP prize package to a future Wizard World event.
All official selections will be considered for distribution on CONtv
The bet on ConTV is way bigger than I had hoped. Head count growth makes sense, but hopefully it's capped for now.
I also was interested that they paid one of the celebrities to come to an event in shares.
I wish they gave conference calls to take Q&A.