Thanks, sam. Not so smart, but a good listener.
Actually, many, many people understand all of the technology and its implications. Not exactly rocket science, but a bit murky. Ironically, though, most of the propeller heads are not *investors* posting on SI. That's where we come in.
If individual investors can at least see how the pieces of the puzzle fit together--and consider their business implications--then we can develop the traction to have confidence in the future. BCST is the Pied Piper of that future.
As we know too well, it takes conviction to commit to a company with a P/S ratio of say, 140, and that won't report a profit for another year. As if that weren't enough, one has to deal with the question of why anyone can't easily do what BCST does. Well, anyone can, and good luck to 'em! But it ain't easy, it costs plenty, and BCST already has 65,000 hours of content and say, a million unique daily visitors. Finally, unlike an AMZN or an EBAY, BCST isn't intuitively obvious. It's not a retailer or shopping mall; it's an *arms merchant.* Takes some digging to "get" its business plan.
Most excruciating is that the Street has offered little guidance. The "Wise" have had months to figure out BCST, and it looks like they've been "streaming" in the wind. Only now are they jumping aboard, palms sweating. Soon they'll be taking credit for "discovering" BCST! But hey, you can't say they didn't "let you in!"
Let's get to your "red light" question. What's looming on the horizon is...*scale.* BCST could go it alone, but it couldn't grow horizontally, vertically and geographically as fast as the Net wants it to. Thus, we recognize that the pioneering chapter has ended and look to a new world order. As part of a larger army, BCST can lead the charge.
Thanks for the comments on SEPR.
BAM |
