tag:blogger.com,1999:blog-7126131564610858851.post8992987174220845086..comments2023-09-09T10:21:32.853-04:00Comments on The Hackensack: A Conversation with the CFO of Destiny Media Technologies (DSNY.OB)DaveinHackensackhttp://www.blogger.com/profile/01313169814904229272noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7126131564610858851.post-13761281424952410632008-07-15T17:52:00.000-04:002008-07-15T17:52:00.000-04:00Hope so too, Albert.Hope so too, Albert.DaveinHackensackhttps://www.blogger.com/profile/01313169814904229272noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-67705100990809854852008-07-15T10:41:00.000-04:002008-07-15T10:41:00.000-04:00Yeah, so I pulled the trigger this morning. Thank...Yeah, so I pulled the trigger this morning. Thanks for the rec. Let's hope it all works out.Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-41760802127057043852008-07-14T23:47:00.000-04:002008-07-14T23:47:00.000-04:00Albert,Thanks for that link. Here it is in clickab...Albert,<BR/><BR/>Thanks for that link. Here it is in clickable format: <A HREF="http://video.clipstream.com/content/d/destiny/briley08/" REL="nofollow">April '08 Presentation</A>. <BR/><BR/>Regarding ramp-up costs, SG&A numbers are down y-o-y, which is encouraging. <BR/><BR/>I agree that so far AE seems on target. One meta-point: given this market environment, and given that DSNY was still a few quarters away from profitability when he wrote it up, maybe a lower-risk approach for AE would have been to wait until now or sometime between now and the next few months to buy, to have more time to see if his thesis was working out.DaveinHackensackhttps://www.blogger.com/profile/01313169814904229272noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-6485906733763653822008-07-14T21:40:00.000-04:002008-07-14T21:40:00.000-04:00I also found some support for AE's estimate of $10...I also found some support for AE's estimate of $10M in revenue. One of the last questions to the CEO (at around 26:30) is about current usage. He says that they don't disclose the information, but "the current usage is probably about half of the $20M opportunity" (i.e. half of the $20M US domestic market opportunity).<BR/><BR/>It would seem that AE's facts have been relatively accurate here so far.Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-83133218132784407812008-07-14T21:20:00.000-04:002008-07-14T21:20:00.000-04:00Sorry for the multiple posts, but I thought it was...Sorry for the multiple posts, but I thought it was interesting that at about the 14 minute mark, the DSNY CEO claimed that the company was going to "ramp up" to "those sorts of levels" referring to a $20M domestic market, over the 18 months from April 08 forward. <BR/><BR/>I wonder whether they can keep costs down at the same time. I know AE claims that since the infrastructure is already in place, and all they're doing is now charging for something they used to do for free, costs shouldn't increase too much.Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-89609895079368575582008-07-14T21:14:00.000-04:002008-07-14T21:14:00.000-04:00D,Have you seen this presentation?http://video.cli...D,<BR/><BR/>Have you seen this presentation?<BR/><BR/>http://video.clipstream.com/content/d/destiny/briley08/Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-70879648864749527032008-07-14T18:15:00.000-04:002008-07-14T18:15:00.000-04:00I am definitely leaning toward it. I don't see mu...I am definitely leaning toward it. I don't see much of a downside from here. The question for me is whether there will actually be much growth in earnings. "Profitable" could be a penny per share. I'd like to do a little more due diligence tonight after work.Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-51187878250162994372008-07-14T17:40:00.000-04:002008-07-14T17:40:00.000-04:00NP. Are you still planning on buying?NP. Are you still planning on buying?DaveinHackensackhttps://www.blogger.com/profile/01313169814904229272noreply@blogger.comtag:blogger.com,1999:blog-7126131564610858851.post-85214476699709689752008-07-14T17:32:00.000-04:002008-07-14T17:32:00.000-04:00Thanks for the info D.Thanks for the info D.Homer315https://www.blogger.com/profile/08861912576884021842noreply@blogger.com