TV2 - TV2U International Limited commences trading today

[SCHUMACHER]

Tv2 to commence trading today Tuesday 9th February

Here are the details of the company below and their sales pipeline

They also own TARA TV which is the european, chinese and middle east entity for movies,

Looks like TARA TV may have joined forces with ZAIN to supply their VOD OTT content delivery through their (Refer link below ) ZAIN have 46 million managed active customers and consolidated revenues of 1.2 billion USD $$$with a EBITDA of 1.2 billion - yes you hear it right 1.2 billion and net income of $394 million WOW !!!!

http://www.tara.tv/zain/

http://www.tara.tv/tara-china/sign-in.html

Website www.tv2u.com

Below is an update for all those wishing to know more about TV2U and its activities

People, just for the purposes of supporting and promoting the company, in line with the re-list launch today Tuesday 9th Feb I've added some links for those who are just waking up to this opportunity and wish to know more I've tried to recap enough information on this post which should raise a few eyebrows to this unique opportunity and to help lift the profile of our new entity TV2U -


Firstly go to our companies website below to learn more:
www.tv2u.com

Other links to news articles
http://www.nexttechstock.com/asx-she...tion-imminent/

http://finfeed.com/technology/gal/ga...deal/20160203/

http://www.telecompaper.com/news/vub...rkets--1107712

http://connect-world.com/PDFs/magazi...AP_II_2015.pdf
(Nick Fitzgerald talks on page 22 of report)

http://www.afr.com/technology/redbu....0151027-gkkbv6

http://www.bloomberg.com/research/st...apId=308153014

http://www.afr.com/technology/tv2u-t...0160120-gm9om1

Some of nick's classic comments

"We believe that unless there is an entertainment medium that supersedes Hollywood movies, live TV, karaoke and online gambling (TV2U's offering)… or the internet is no longer used as a delivery method for content, TV2U should not be greatly affected if there is a market correction or bubble," he said.

Mr Fitzgerald said its ability to quickly scale through partnerships with ISPs and its complete entertainment offering and white label product would make it attractive to investors.

TV2U in the SPOTLIGHT (recap for those who have forgotten OR don't actually know why they hold GAL)

Who are TV2U?
TV2U is a wholesale television service provider to B2B clients
TV2U is a cloud based next generation “unicast” multi device/screen television service provider
TV2U’s entertainment service includes: On demand movies and linear channels, Hollywood and international content and games
Real Time Analytics which drives personalised advertising and viewing habits can be monetized in many other ways

TV2U BRINGS DISRUPTION TO THE "OTT" MARKET
TV2U is a wholesale TV supplier inclusive of video content
ISP’s are moving into the TV market and competing with Telco's, without requiring any high cost set top boxes
TV2U is their solution - with low CAPEX setup and guaranteed users, ISP's are about to change the way TV is made available

TV2U’s OPEX, rather than CAPEX, based business model is the future of B2B television
TV2U is currently streaming live content:

NEMONT MONTANA USA
• Nemont has a telecom and mobile network extending across vast reaches of Montana as an independent provider of voice and broadband services.
• Nemont utilises TV2U technology to support distribution of exclusive local content within and beyond its service areas, to marking a new approach to video monetization that does not rely on traditional pay TV content. Delivering content to Android Roku Set Top Box and PC.
• CMS (Content Management Services) Software provides service to multiple devices including mobile and tablet.
• Optional full Social Media Integration connecting audiences to specific content for Nemont.
• Key offering is colleague football through social media and TV2U recommendation engine customers are updated on team news and events.

INDUSTRY STATISTICS SUPPORTS TV2U's GROWTH PROPOSITION
Sector Forecasts (source; IDC (Market Intelligence))

• The industry's dramatic and disruptive shift to its 3rd Platform for innovation and growth (built on cloud, mobile, social, and big data solutions) will accelerate.
• Smartphone and tablet spending will hit $484billion, generating 40% of all IT growth. Phablets will grow to 18% of smartphone units sold in 2015.
• The greater cloud market will hit $118 billion,growing to over$200 billion by 2018. Amazon will come under three-way attack but will hold or gain share.
• Overall global big data and analytics market will reach$125 billion. Spending on rich media analytics will at least triple in 2015.
• Despite moderating GDP growth, China's impact on information and communication technology (ICT) markets will skyrocket. In 2015, China will account for 43% of all ICT spending growth, one-third of all smartphone purchases, and about one-third of all online shoppers.

REAL TIME ANALYTICS CAPABILITIES PROVIDE ADDITIONAL REVENUE POTENTIAL

WHAT ARE ANALYTICS?
• Analytics are patterns and other meaningful information gathered from the analysis of data.
HOW ARE ANALYTICS COLLECTED?
• With the use of TV2U’s technology analytics are gathered from the EDGE, Player Apps and Social Media.

WHAT TYPES OF ANALYTICS DO TV2U PROVIDE?
• TV2U’s analytics provide detailed information on the viewers consuming content and their habits, including:
Australia
Singapore Hong Kong Malaysia Indonesia © 2015 TV2U. All rights reserved.
• Number of viewers
• Location
• How they engage with content
• Devices used
• Monitor interaction with social media platforms • Time of day consuming content

CONTENT PARTNERS - JOINT SALES PIPELINE

XUNITY-
An Ireland based software developer for internet connected devices and STB hardware supplier
Binding Term Sheet for TV2U to offer TARA TV to Xunity’s current 6m and future subscribers with immediate access to 2.5m across N. America
Unique cost effective access to market for TV2U content partners
Revenue share weighted in favour of TV2U from subscription and personalised advertising using TV2U’s analytics technology

VUBIQUITY
A major content aggregator has granted TV2U the rights to stream transactional VOD, including content from some Hollywood studios, to specified Android and IOS devices
Provides for distribution and marketing of VOD and linear services to under penetrated OTT markets of UK, Australia, and across the Middle East

SUNFLY
A Premier Karaoke label, established in 1991
Interactive and Dynamic Streaming via TARA will allow users to sing via all mobile and static devices

http://www.afr.com/technology/tv2u-t...0160120-gm9om1

HUMAX
LOI to agree formal terms with Humax - leading gateway provider, delivering digital STBs, DVR, video and broadband gateway to over 80 countries
TV2U rolled out across all Humax STBs and current users to be notified
TV2U to provide interactive premium TV services and agree subscription based
revenue sharing model

AKAMAI
Global leader in Content Delivery Network services - US$13 billion mkt cap
TV2U will make digital content and services available to Akamai’s customers through
technical integration with Akamai’s Predictive Video Over Cellular (PVOC)
programmes
Parties will co-sell their combined solution to mobile operators
Analytics to also be implemented to facilitate targeted advertising

STEREOSCOPE CLOUD
To form JV to provide interactive OTT premium national television services and interactive shopping facilities in China
TV2U Singapore to provide equipment, software licences, technical and management support services and rights to use digital content in specified Asian countries for the purposes of Stereoscope’s proposed OTT interactive television, shopping and gaming streaming services

TV2U REVENUE SOURCES
Managed services
Australia
Singapore Hong Kong
Malaysia
Indonesia

• Per subscriber per month manage services fee
• Per client download fee from app store Content Services: Margin varies by type
Margin on content
Margin on personalised advertising uplift
Margin on gaming
Margin on transit
Monetise the whole value chain Wholesale TV service in the cloud Managed Services Content
Systems Integration
• Systems Integration: Minimum 30% margin
Core systems integration business
CDN deployment
Local headend
Local caches
Client customisation
Client branding
Added Value Analytics

IN SUMMARY !!!!!
TV2U has a unique business model and strategy √

Sales cycle commenced with multiple contracts in the sales pipeline Unique service offering in the OTT market inclusive of content √

Fully funded through to revenue generation with minimum raise of A$4m - tick √


cheers Schumacher !!!

[Aotea]

Nice promotion Schumacher..may they do better than Ukranian oil!

[Well Endowed]

all promotion aside, it is an interesting business and has a fair bit more potential than a lot of the tech startups being pushed in my view.

Some concerns:
- 1bill+ shares on issue + potential further issuance of 50% more for 'performance hurdles'
- Revenue announced, but remains to be seen whether this will actually cover costs (or eventuate) or a further CR could be needed. That Thai deal works on an assumption of 100k users in 12mths?
- Hotcopper P&D crew is all over this, which in a lot of cases should set the alarm bells ringing!


I think I'll hold off for the moment and watch how the first couple months unfold, wait for a bit of the 'hype' to subside.

Thanks for all the info though Schumacher

[SCHUMACHER]

all promotion aside, it is an interesting business and has a fair bit more potential than a lot of the tech startups being pushed in my view.

Some concerns:
- 1bill+ shares on issue + potential further issuance of 50% more for 'performance hurdles'
- Revenue announced, but remains to be seen whether this will actually cover costs (or eventuate) or a further CR could be needed. That Thai deal works on an assumption of 100k users in 12mths?
- Hotcopper P&D crew is all over this, which in a lot of cases should set the alarm bells ringing!


I think I'll hold off for the moment and watch how the first couple months unfold, wait for a bit of the 'hype' to subside.

Thanks for all the info though Schumacher

Your welcome - heres a recap below and some of the articles that are in the media about TV2U - they starting to look good now and i expect 2c will be broken soon as they roll out more "binding agreements" - slow start but market tough at moment -

they are taking on the giants so will be good to watch this unfold - their revenue forecast for just one deal was to commence in a month or so and the expected revenue off 1 deal was $8 million with a staggering 2.6 million operating profit market starting to take notice now and we should see this run hard soon IMO DYOR


Below is an update for all those wishing to know more about TV2U and its activities (From the previous GAL Thread )

People, just for the purposes of supporting and promoting the company, in line with the re-list launch on 9TH fEBRUARY I've added some links for those who are just waking up to this opportunity and wish to know more I've tried to recap enough information on this post which should raise a few eyebrows to this unique opportunity and to help lift the profile of our new entity TV2U -


Firstly go to our companies website below to learn more:
www.tv2u.com

Other links to news articles
http://www.nexttechstock.com/asx-she...tion-imminent/

http://finfeed.com/technology/gal/ga...deal/20160203/

http://www.telecompaper.com/news/vub...rkets--1107712

http://connect-world.com/PDFs/magazi...AP_II_2015.pdf
(Nick Fitzgerald talks on page 22 of report)

http://www.afr.com/technology/redbu....0151027-gkkbv6

http://www.bloomberg.com/research/st...apId=308153014

[Well Endowed]

I've been following on hotcopper - from the sidelines still. Seems like the Divan announcement was quite decent in my view, - illustrating commercialisation of the technology and that there is an actual market, with accompanying revenue. Still some reasonably optimistic customer figures and targets built in, but certainly not priced into the shareprice at this point.

Looks like someone's either manipulating (which is no surprise given the chatter on Hotcopper) or shareholders were expecting more?


I think I'll wait a bit longer on this one.

[Well Endowed]

Pretty much giving away free options on a 1 for 4 basis (at a cost ea of $0.0001). Not sure the record date, but is tempting to buy in to hopefully secure a few of them. Holding some free long dated options on a stock like this would be a great way to gain for any potential upside without throwing a pile of capital into it.

Still waiting on this, but tempted.

http://www.asx.com.au/asxpdf/2016031...22cvf81303.pdf

[Well Endowed]

interesting days trading today. up 30-40%, asx speeding ticket, followed by some frantic buying into the close. finished up 1c (^77%) to 2.3c. Heaps in the pipeline, still waiting on the revenue to show up, but pleased I picked some of these up a couple weeks back as I'm now sitting on a healthy paper profit

Should be an interesting open tomorrow, likely to be an announcement soon.

Discl: holding

[Well Endowed]

fairly busy open to say the least! over 130m shares traded, up a further 35% (0.8c) now the asx has stepped in and halted trading.

Leaky ship? Classic HC pump and dump? unsure

[Well Endowed]

suspension lifted, whole pile of ramping and ramblings on HC - the redheart brigade are there in full force.

The SP was pumped to 4.1c, but has since fallen back to 3.4c (up 9% on late last week) over $2m traded so far this afternoon. I like the company prospects etc, but dislike the massive pumping and ramping. tempting to take profit and sit on the sidelines, but on the other hand don't want to miss the long term boat.

Might wait and see

[Well Endowed]

feels like someone might be accumulating (outside of the ramping HC'ers), 290m shares turned over, close to half the company, SP up to 4.5c, pretty strong finish to the day.