CM8 5.41% 3.5¢ crowd media holdings limited

CM8 - What could be the positive catalyst?, page-9

  1. 126 Posts.
    lightbulb Created with Sketch. 21
    Well done for starting a good constructive discussion.
    I am a holder and also trying to look for the upside.
    I don't think that at this time zero net debt will be a big deal. Its comforting but its not directly about future growth and earnings.
    I suspect Q&A will grow at an ok rate but not be a company maker and the subscription business will probably stabilize but just be bread and butter.
    The Influencer business sounds exciting and it seems that is what the company is pinning its hopes on but as yet its commercialisation outlook has not really been provided. Can it be significant? $1m of future business commitments is actually small cheese. It will need a massive increase in business to meaningfully add to profit. I imagine that employee time will be required in this business so the margin % is probably not huge. Its also not like CM8 is the only show in town for this facet of the internet.
    So I hold and hope for a rabbit out of the hat. Until that happens I can't see any driver of significant upside on profit or share price.
 
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