Thanks for that 71, its an interesting thesis. However, I can't see Stan, which is the only likely buyer, being willing to pay anywhere near two cents a share, let alone five given its total budget is $100 million. The scenario you've put forward sounds like a very very expensive way to acquire 125,000 odd paying customers, especially given the huge churn rate and the fact that those customers aren't locked into any contracts (they're not very "sticky" in analyst jargon) and many may well be Stan subscribers anyway. I could imagine a situation where they might be willing to pay $5 million to $10 million to give themselves a bit of a subscriber boost and beef up their content a little, but I can equally see them just waiting until Quickflix inevitably collapses (which it will on the current trajectory, whether it takes one month or a year). Of course there's always a chance some other party may decide to throw its support behind QFX, but I personally wouldn't put any money on a bet like that.
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Thanks for that 71, its an interesting thesis. However, I can't...
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