Monday, August 10, 2015

Will Disney buy Netflix and why?



Written by James de Rin 

In my last article on Netflix I hypothesised that Apple might buy Netflix for its ecosystem and I ended my article by saying that Amazon might merge Netflix with Amazon prime and use the superior platform and ease of use. What was I thinking. In the last few days Disney's stock has tanked to $108 a share from $122 a share (now it's coming back at $111 a share )because of the new trend (sorry speeding up trend) of unbundling here in the U.S. More and more consumers just consume content through their iphone or android or iPad or laptop. It is no longer bizarre to see people watching content on a train in a Los Angeles Starbucks or at home on their device or on the London tube. The television is becoming extinct. Being forced to watch 175 channels of which you only watch 4 and with nothing worth watching on the television the broadcasters have missed the trend by living in the past like a dinosaur. Now. My point is ESPN was the juggernaut that kept Disney cash pouring in, just like HBO for Warner Bros but what we are witnessing is concentric rings of interest. where a human watches what they want to watch when they want to watch it. The disrupters get this and offer the consumer content on the consumers terms. Well Disney has recently struck more and more deals with Netflix to distribute content and Netflix gets older content from Disney which is not competing with dinosaur content distributors. But just imagine if Disney I mean Bob Iger the genius behind the acquisitions of Star Wars, Marvel etc took one last gamble and created an apple type ecosystem for his content. If Disney bought Netflix and it wouldn't be cheap $52 billion this week he could grow his pipeline of content into future platforms using Netflix. I had a theory that the telcos who own the delivery system would end up owning content as people want content not necessarily the branded pipelines. But Disney creates content and content is king but only if you own the distribution of it the platform. More and more platforms will appear all doing the same things with content but Netflix has left the gate first and has momentum. It may not have the latest content but that is only a matter of time and with Disney's help it would compound. So what in god's name does this have to do with crowd funding or crowd sourcing. Well Disney has its brands which turn out tent pole movies which cost $100 million and upwards what it doesn't have is a kickstarter for content. WIth a Netflix purchase it has analytics which tell you what you like, where you live, how much you watch it, who your favourite actor is, your blood type just kidding in other words it is research and development to crowd fund content with a platform and a new business. Kickstarter has done a great job of funding new film makers and existing celebrity filmmakers what Disney and Netflix can do is make stuff that concentric rings of interest want to watch other than the big tent pole movies. If the studios and Hollywood agents could back every horse they would own it all but what we are now seeing is that You Tube is becoming the place where you post your ideas, your video, your story and see if there is an audience once you have an audience Hollywood offers you a deal you can't refuse but what Netflix does is monetise it in 100 countries with an audience of 65 million people who then binge on it like it's an all you can eat content buffet. 

This is just my opinion and every one has one...but let's see if Disney does buy Netflix because if they don't
Netflix might just buy Disney one day! 

Sunday, May 24, 2015

Crowdfunding expands to global and emerging markets

The potential investment gains to be made in 

emerging economies can be huge. A new crowd funding 

company Emerging Crowd is focusing on such frontier 

markets to offer UK investors a chance to do so.

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Piggy bank held up around awaiting depositors
Aim high: harness the power of crowdfunding to invest in the property market Photo: (c) Don Bayley

The nature of money and capital is changing 
as quickly as everything else. Cryptocurrencies, 
business funding, banking and coinage are blurring 
into one big accelerated charge across the Rubicon. 
Financial phenomena such as M-Pesa’s mobile 
banking platform in Kenya where 42 per cent of 
GNP is conducted, Bitcoin’s digital peer-to-peer 
currency and even ‘old’ platforms such as PayPal 
mean money is now something else. The currencies 
we now deal in can range from ‘favour economies’ to 
microlending and even using a (Apple) watch to 
Not only is it confusing, it is also opening new 
opportunities for businesses to trade in. One such 
well-known platform is crowdfunding where companies 
raise money from many small investors, instead of 
relying on the, frankly, unreliable largesse and 
blockbuster model of venture capitalists and banks. 
There have been notable crowdfunding successes 
such as the oft-mentioned Pebble Watch, but umpteen 
fails such as those investing in games development. 
However, crowdfunding seems to have hit critical 
mass and looks as if it’s here to stay. 
Above: the Pebble Watch was a crowdfunding success
Like anything new, crowdsourcing is beginning to 
fracture into different shapes from its initial rewards-
based model. Equity crowdfunding where companies 
offer equity stakes in exchange for investment, instead 
of prizes, have been highly successful in the UK, 
spearheaded by companies such as Seedrs and 
Crowdcube. 
Two months ago, there was further fragmentation 
when Eureeca (terrible name, interesting business), 
self-described as the ‘first global equity crowd funding 
platform’ received regulatory approval from the UK’s 
Financial Conduct Authority. This means UK-based 
SMEs looking to enter the Dubai market can access 
to capital and expertise from local investors. 
Founded in Dubai by former investment bankers, 
Eureeca’s FCA approval offers new geographical 
opportunities for crowdfunding; a market the company 
expects to reach $90 billion by 2025. 
“UK- and Europe-based SMEs with ambitions of 
entering the Gulf can now access capital and expertise 
from investors in the region. In the same vein, businesses 
in the Middle East seeking to expand into the UK will be 
able to secure capital through investors there,” said 
Eureeca 
Managing Director, Sam Quawasmi. 
Another interesting crowdfunding company in this space 
takes Eureeca’s example further. Launched last month, 
Emerging Crowd is a UK-based investment crowd funding 
platform that offers users equity (and debt) investments 
in unlisted emerging and frontier market companies. 
The platform enables growth-stage businesses to raise 
up to a maximum of £4 million in a 12-month period. 
One of the earliest companies to crowdfund on its platform 
is Cape Town-based company Bozza, a digital distribution 
platform where artists can connect with fans who want 
locally relevant content via their mobile device and desktop. 
Above: Bozza used Eureeca to crowdfund on its platform
“We chose Emerging Crowd because they are the 
first platform that focuses on companies that operate 
out of emerging frontier markets. They are an exciting 
platform that links ambitious, well-run companies 
seeking finance with international investors pursuing 
the potential higher returns from frontier and 
emerging markets,” said Emma Kaye, CEO Bozza Media. 
Crowdfunding, however, in whatever form it comes 
now or is likely to transmute in, is not a panacea to 
growing and funding a company. As previously 
mentioned, for every Pebble Watch funded, there 
will be many who fail to raise their targeted money 
and will be forever associated with such a fail. 
Those who do fail and go back to raising traditional 
forms of funding are unlikely to be welcomed back 
with big bags of money from VCs and banks if their 
crowdfunding campaign was unsuccessful. In essence, 
their businesses will be lucky to survive. 
But like with new forms of money, new forms of 
business funding will mean there will be winners and 
losers, both for the investors and the ones chancing 
their arm. What else would you expect if the 
crowdfunding market does reach $90 billion over 
the next decade?

Saturday, May 23, 2015

Who should buy Netflix and why?

By James de Rin











Here’s a clue. If you haven’t read “the everything store” [the book on the story of Amazon] by brad stone then you should. On page 376 it says “Jeff Bezos was tracking a firm [Netflix] he viewed as a potentially dangerous new rival.” And this was in 2008. Boy was he right. Fast forward to May 2015 and Netflix stock is oscillating between $613 and $635 a share, insane making it a $50 billion dollar company. But then Amazon’s stock price has gone nuclear as well at $428 a share up to $200 a share since Christmas 2014 making Amazon a $200 billion dollar company.
So you know the story Netflix began with CD’s and DVD’s in a red envelope that you paid a monthly fee and watched numerous films within that price package. With the advent of faster broadband technology Netflix introduced streaming and the rest is history. Currently with 50,000,000 members and growing it is expected to go to $720and eventually $1000 a share. So who do I think should buy Netflix? Well the answer is Amazon but Bezos should lead the next chapter in streaming content by adding crowd funding.
1.     Discs by mail.
2.     Streaming content $9.99 a month.
3.     Invest in content as per Indigogo and Kickstarter and create more content for the platform.
Amazon Prime is a great platform and deal for content viewing and free with the Prime membership but let’s face it the Netflix platform blows it away. Content on Amazon is good sometimes better than Netflix but not original content, “House of Cards” anyone. Netflix allows you to automatically view each episode…
So Bezos should buy Netflix by buying up the stock and merge Amazon Prime movies with Netflix and keep the Netflix business model say $9.99 a month globally. Times that by 150,000,000 people that’s the eventual market and you get $1.5 billion month revenue!!!

One library just think of the negotiating savings, think of the Netflix platform, think of the 200 million customer reach, think of the one thing Amazon has not created which is the most important part of a store? The banking or the bank. They have Amazon payments which used to take the money for Kickstarter as the payment system for rewards. Now movies, or TV or just content has to be continuously created by Netflix, Amazon Studios, Hulu, HBO for the public’s content appetite and the biggest cost of that is buying content and creating it which drives membership and retention.  What if the public indirectly funded their own content by investing in things they like? Algorithm cash vestor! Oh and Amazon owns the server network that Netflix uses to stream its content. AWS…which is a $2 billion division of Amazon.
So to repeat
1.     Discs by mail.
2.     Streaming content $9.99 a month.
3.     Invest in content as per Indigogo and Kickstarter and create more content for the platform.
4.     Netflix financed by membership and crowd funding.
5.     Crowd Source Capital the crowd funding bank for content…
6.     Then Amazon should buy Kickstarter and Indigogo!
7.     Then you have a self-fulfilling prophecy of constant content creation and content to stream on top of commissions and acquisitions.
8.     Then the everything store really could be called the everything store when it starts selling money Wonga with a soul and disrupts the banks for the customer!
9.     Consolidation of content streaming players coming soon!

Or should Apple buy it and invest in crowd funding? I’m still betting on Jeff Bezos.

Wednesday, April 1, 2015

Award Winners To Teach At New Film Academy Presented By MOFILM And Chevrolet


Kongdej Jaturanrasame, Pimpaka Towira, Sheila Timothy and Mouly Surya join the Academy for Southeast Asian Filmmakers Teaching Staff


26 March 2015, London: MOFILM today announced that the award winning filmmakers Kongdej Jaturanrasamee, Pimpaka Towira, Sheila Timothy and Mouly Surya have joined the academic team who will deliver the inaugural sessions of the Academy of Southeast Asian Filmmakers (ASAF) as presented by Chevrolet and MOFILM. The fee-free academy is a three-day course, created and delivered by experts from the local and international filmmaking industry. It will cover several aspects of filmmaker theory and practice, with a focus on developing the storytelling skills. The Academy will take place in Jakarta on the 11th to 13th of May, and in Bangkok on the 15th, 16th and 18th of May 2015. Filmmakers who are citizens of Southeast Asia and are over the age of 18 can apply at www.MOFILM.com/ASAF, the deadline is the 7th April 2015. All entrants will also have the opportunity to enter a competition to produce short format film content for Chevrolet.
Jeffrey Merrihue, CEO & Founder of MOFILM, said "The aim of the Academy is to help young filmmakers, who are just starting out, to develop skills to build the career they want. To be able to hear from such successful local filmmakers will be invaluable."
Kongdej Jaturanrasame
Kongdej Jaturanrasame
Mark Harland, Director of Marketing at General Motors International, said "Partnering with MOFILM gives us the best of both worlds - we're able to open new possibilities for up-and-coming filmmakers by giving them a platform to share their craft, and it provides us with tremendous content for our brand to utilize."
Writer and Director Mouly Surya is regarded as one of Indonesia's most promising film talents with her work receiving recognition from both Indonesian and International Film Festivals, including Sundance and Rotterdam International Film Festival. Sheila Timothy is a well-known Indonesian producer, who started her career in advertising and the music industry before moving to feature films. Her work has been recognised by several film festivals and her third feature Tabula Rasa won four awards at the Indonesian Film Festival 2014.
Pimpaka Towira is a Thai independent filmmaker who writes, directs and produces all of her films. Pimpaka is a pioneer for female film directors in Thailand and as a result, she won the Silpathorn Award in 2009, distributed by the Ministry of Culture in Thailand. Best known for his romantic comedies, Kongdej Jaturanrasamee received a Silpathorn award in 2014; a national award in honour for living Thai contemporary artists who have made notable contributions to Thai fine arts and culture, presented annually by the Office of Contemporary Art and Culture, Ministry of Culture of Thailand.
More tutors from the Thai and Indonesian film and TV industries will be announced shortly.
**ENDS**
Note to Editors: Filmmaker Biographies
Kongdej Jaturanrasamee
Kongdej Jaturanrasamee is an award-winning Thai screenwriter and film director. After graduating from the film department at King Mongkut's Institute of Technology Ladkrabang, Kongdej became a film professor at Assumption University.

He began his career in the late 1990s directing music videos, before becoming a feature film director and making his directorial debut with the 2003 comedy Sayew (winning the Asian Trade-Wind honourable mention at the Seattle Film Festival).
He is best known today for popular romantic films, including The Letter (2004), which he penned as a remake of the 1997 Korean film Pyeonji. Kongdej also co-wrote the Tony Jaa action flick Tom-Yum-Goong (2005). Other films he has written and directed are Midnight My Love (winner of won Best Script at the Deauville Asian Film Festival 2005), Handle Me with Care (made with GTH film studio, the largest film studio in Thailand in 2008), P-047 (2011) and his 2013 film Tang Wong(winner of Best Film, Best Director and Best Screenplay at Supannahong Award 2013).
Pimpaka Towira
Pimpaka Towira is a Thai independent filmmaker who writes, directs and produces all of her films. She is decidedly in the art-house camp of filmmakers. She was educated in Film at the University in Bangkok and went on to work as a film critic and writer for The Nation newspaper in Bangkok after graduating.

She went on to make a number of experimental short films, among which was a short called Mae Nak, which won a Special Jury Prize at the Image Forum Festival in 1998
Pimpaka's feature film debut One Night Husband (2003) brought her international fame. She is the first female Thai filmmaker to be noticed by international viewers and critics alike.
She is also part of the Free Thai Cinema Movement, for whom in 2007 she directed a series of short films, which featured interviews with Thai film directors and artists opposed to censorship of films by the Thai government.
Mouly Surya
Surya is an Indonesian film director whose debut feature Fiksi gained her recognition in her home country when it won the Citra Award at Festival Film Indonesia for Best Feature Film, Best Director, Best Music and Best Original Screenplay. It also won her a Best Director award at JIFFEST 2008.

Her second film What They Don't Talk About When They Talk About Love was the first Indonesian film to ever compete in the main competition (World Cinema Dramatic Competition) at Sundance Film Festival 2013. It won the NETPAC award at the International Film Festival of Rotterdam as the Best Asian film. It also won the awards for Best Music in Asia Pacific Film Festival 2013 and Best New Director in Las Palmas Film Festival in Spain. In its home country, the film won three out of four awards given by Akademi Film Indonesia in 2014 for Best Director, Best Screenplay and Best Film.
Sheila Timothy
Sheila is a well-known Indonesian producer who spent many years of her career in advertising and the music industry before moving to feature films. In 2008, she and her husband (Luk Wanandi) established their new film company Lifelike Pictures.

She gained recognition after producing the film Pintu Terlarang (The Forbidden Door) for Joko Anwar, which went on to win Best Film at the Puchon International Fantastic Film Festival (PIFAN) in 2009.
She has since gone onto produce her second feature Modus Anomali, which premiered at the SXSW Festival and won the Bucheon Award at the 4th Network of Asian Fantastic Films NAFF in 2011. Her third feature Tabula Rasa, released in September 2014, gaining critical acclaim and winning four awards at the Indonesian Film Festival 2014.
About Chevrolet
Founded in 1911 in Detroit, Chevrolet is now one of the world's largest car brands, doing business in more than 115 countries and selling around 4.8 million cars and trucks a year. Chevrolet provides customers with fuel-efficient vehicles that feature engaging performance, design that makes the heart beat, passive and active safety features and easy-to-use technology, all at a value. More information on Chevrolet models can be found at www.chevrolet.com.

About MOFILM
MOFILM is the leading content creation community for aspiring filmmakers and photographers, with members all over the world. MOFILM works with global brands to showcase talent and create innovative new ideas.

MOFILM's creative are valued by brands. Our competitions give our partners a chance to tap a huge reservoir of international talent, as well as developing a wealth of content to be distributed online and via mobile devices. MOFILM contests also help brands engage with creative talent around the globe.
MOFILM provides production grants, along with mentoring and advice throughout the entire creative process of their competitions, from script to final edit, to ensure that the filmmakers have the best opportunity for their work to be used by that brand.
For more information about MOFILM, visit www.mofilm.com

Saturday, March 28, 2015

Facebook because of its scale has the platform just waiting for crowd funding $

Editorial

By James de Rin  - Friday March 27th 2015


The brands of Crowd Sourcing and Crowd Funding are patiently building market share as they disrupt the financial, equity, and rewards' crowd funding sectors. As Funding Circle, Crowd Cube,  Kickststarter and Indiegogo grow so too their tipping point grows nearer and nearer. A tipping point that companie’s like Facebook, Apple, Microsoft, HSBC, Citi Bank, Chase and Wells Fargo cannot ignore. Facebook because of its scale has the platform just waiting for crowd funding $ and Apple with its new payment system has the ecosystem. So until the behemoths realize what’s coming down the track then Funding Circle and Kick Starter and Indiegogo are ok but once the light bulb goes on at Facebook or Apple that’s when crowd funding will become a global people's bank funding business and peoples projects one $ at a time! Only the other day Facebook announced a walled garden for certain news outlets trying to grab a piece of Drudge's, the Drudge Report's business model. 

"The Old Grey Lady of newspapers is reportedly partnering with a brash newcomer in the publishing game — Facebook.
In a scoop about itself this week, The New York Times reported the paper will give up some of its precious website traffic to the social-media giant, a move that some media observers call a power shift in the digital publishing landscape.
Under the proposed deal, Facebook would host content from prominent news outlets such as The Times, National Geographic and Buzz Feed directly inside the Facebook app." 
I still prefer Drudge but Facebook has learnt from Microsoft that you do not remain static and sell the same software in a box year after year (remember that) you move, you change, you acquire before you lose market share. 
If everything in our capitalistic culture revolves around purpose for money and payment systems and jobs and projects then it is only logical that the end game is that crowd funding will replace the banks or become the bank! This isn't a run on the banks it is a run away from the banks for micro lending and micro equity funding or as today's buzzword Crowd Funding or what I like to call let's Crowd Source Capital. 

Funding Circle might soon become a billion-dollar tech firm

23 March 2015 | By Shruti Tripathi Chopra

    (left To Right ) Samir Desai James Meekings And Andrew Mullinger Founders Of The Funding Circle.

London’s on a roll with producing 
The latest entrant? Peer-to-peer lender Funding 
Circle, which lets members of the public and
some organisations make loans to small
businesses.

The London-based tech start-up is set to raise
£50m in the next two months. The new funding,
according to the Sunday Times, will give Funding
Circle a $1bn valuation. However, a spokesperson
from Funding Circle told us that this is all
speculationat the moment. Funding Circle was
founded in 2010 by Samir Desai (CEO),
James Meekings (CMO) and Andrew Mullinger.
The tech start-up boasts high profile investors
including Betfair co-founder Ed Wray and
Carphone Warehouse co-founder
Charles Dunstone.

Here are 5 things you should know about Funding Circle:

1. Funding Circle is the world’s leading
marketplace exclusively focused on small
businesses. More than £550m has been
lent to UK businesses to date.
Over $850m has been lent to 8,000
businesses
globally.

2. Since launching, Funding Circle has raised
$123m in equity capital from investors who
backed Facebook, Twitter, Skype and Betfair.

3. Funding Circle has over 37,000 active
investors registered and over 8,000
businesses have borrowed from
the company.
4. Funding Circle lends £35m to small
businesses every month.
5. The average loan amount is £60,000
and businesses can borrow up to £1m.