Off toptic, it is interesting to see PMP marketcap much higher than ISD as they are in worst position than us.
I understand PMP still in the printing business which is loss making business.
It is sad to see ISD hasnt recovered from the two funds sold down at irrational price.
I have done some research on smaller new entries in the online media analytic space however their market is too small. Dont think they can survive based on the current copyrights costs.
E.g Streem listed on asx recently which earns little revenue. They have special treatment as a new player however give it another 1-2 years, they have to pay the same cppyright costs as Isentia or Meltwater.
I would have though Fairfax should be keen to takeover Isentia at this price.