Thanks guys. So Jon, we have 234 game.operator and counting. (including 99 3D game.operator)
I see in the results I got the answer to my question on what the company's definition of a deployment was.
we are approaching three hundred individual deployments (i.e. different versions for different makes and models of mobile phones).
(I don't think such a response to my e mail would have revealed sensitive company information.)
Useful for working out how much work the company has to do, but the game.operator measurement is better for judging revenue flow.
Croasdalefc, that Ducati screenshot looks superb. Magnificent colours.
There are several games (e.g. scuba solitaire) on the superscape site shown as available for operators and phones (e.g. orange and O2) which aren't yet on the Operators' sites. This is probably due to the testing etc. referred to in the results.
I can't see the company giving a 3 month update in November. It in effect gave a 2.5 month update with the results.
I'm feeling better about this one now. The reduction in swerve licences and game development fees is being backfilled by rapidly expanding OTA revenues. If the company hits its 35-50% growth over last year, by a second half OTA revenue of 4.5 times the first half, then I think it is all to play for in the half after that. If it doesn't hit its outlook then it will have failed.
The company has a lot more experience of the problems in the wireless gaming world. It is not just about operator agreements. The relationships have to be nurtured, and the signs are they are doing that. The process from Superscape release to availability on the network has to be managed. Sub ccontracting problems and costs will be reduced by bringing the work in house.
Its all to play for IMO if the management are good enough. My preference is to let it run for 6 months, and if the outlook is achieved, let it run another six and then take stock.