I'm becoming more interested in this sector as there will be massive growth in internet tv in years to come.
I received a free email today from invest4profit which i do not subscribe to. I had a browse through a few companies and found Destra. It seems to match up quite well with the free report which is included below.
Do followers of the company see any other companies which are similar that the report may be referring to?
"Think back to the year 1999.
Investors believed the Internet was going
to change the world.
After the crash of the so called tech boom,
investors abandoned the sector en masse.
The press called it a bubble,
.. a bubble that came to a final end in 2000.
The internet skeptics had the final laugh,
.. or at least so they thought.
Here's the fact of the matter.
The boom did NOT end in 2000,
NOT in terms of the growth of the internet.
Investors may have backed off,
but spectacular growth continued to unfold.
Internet use is now 75%. It was 22% then.
In addition, most users now have broadband.
The result ... there's now a massive market of
online consumers.
Because people spend a LOT of time online,
it is NOW possible to achieve meaningful
commercial outcomes.
I refer to outcomes that could only be dreamt
of in the late 1990's.
E.g. online music penetration is now 10%.
That degree of penetration would have been
impossible in 1999 through dial-up access.
It took far too long to download music.
Using the average broadband connection,
... downloading music is now quick and easy.
The same cannot be said for video ... not yet.
Online video penetration is still less than 1%.
This is due to broadband speeds being slow.
i.e. relative to the average movie file size.
That said, broadband speeds are rising fast.
Movie downloads are now Increasing with the
use of the faster ADSL.
In other words, the take up of online video is
beginning, with 2008 likely to be a huge year.
In 2008 or 2009, 10% penetration IS possible.
In this light it IS a great time to be invested in
digital media companies.
Hence the one that I include in the Portfolio.
Content is not the only thing moving online.
Advertising is also rapidly migrating to the net.
Online ads are now worth $1.4 billion a year.
FYI, since 2002, the market has risen 7 fold.
Internet is now the #3 advertising medium,
... just behind free-to-air TV and newspapers.
Consensus is for a $3 billion market in 2010.
Everyone sees huge growth ahead.
As the internet is great for sales and branding,
... an even sharper rate of growth is possible.
Given 10% penetration was reached in 2006,
... and given the first online ads were in 1996,
... we should hit 90% penetration around 2016.
By this model, penetration will be 50% in 2011.
In other words, the online ad spend could top
$5 billion in 3 years.
Either way, a very sharp rise in the online ad
spend is imminent.
Companies leveraged to this booming sector
are clearly positioned for major profit growth.
Let me assure you, the online migration
of media content and advertising will continue.
No matter what unfolds, these are trends that
can be counted on.
Inevitable S-curve growth guarantees it.
Even if China slows sharply,
Even if the U.S. falls apart at the seams,
Even if Australian interest rates rise further:
S-curve growth WILL still unfold for companies
ideally leveraged to the said online migration.
This is invaluable knowledge for investors.
It is inevitable that:
# Music distribution will become 100% digital
# Movie downloads will replace the video store
# The Internet will become the #1 ad medium
# All stockmarket trades will be processed online
# People will read news feeds instead of papers
This list goes on and on.
It includes EVERY industry or sector:
... shopping, books, banking, education, etc, etc.
The net will impact EVERY industry in some way.
When Netscape launched their browser in 1994
they set off a trend that will last a lifetime.
The rise of the Internet beats the steam engine
and railroad in significance.
The internet is the most disruptive factor in the
history of commerce ... but the positives clearly
outweigh the negatives.
If you are a long term, growth focused investor,
... it's obviously a great time to invest.
The 4 Internet companies in our Portoflio are
positioned for HUGE growth in the years ahead.
In all likelihood, this really is a once in a lifetime opportunity for investors focused on EPS growth.
Moving ahead, the internet IS the sector to favour."
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