654 – The Weekend Podcast: 3 Reasons Why EVR Holdings Could Be Virtually Huge…

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654 – The Weekend Podcast: 3 Reasons Why EVR Holdings Could Be Virtually Huge…

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654 – The Weekend Podcast: 3 Reasons Why EVR Holdings Could Be Virtually Huge…

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EVR Holdings #EVRH
Share Price: 3.5p
Market Cap: 33m
Shares in Issue: 943m

evr-holdings-logo

I’ve previously written about EVR Holdings Here: A True Blue Sky Opportunity

I’ve decided to write an update, not because EVR Holdings have released any news but because it’s been 2 months since my last update and in the world of VR that’s an era.

What do EVR Holdings Do?

melody-vr-logo-white

In May 2016 EVR Holdings acquired MelodyVR, which will allow it’s users to consume immersive virtual reality (VR) music experiences.

According to their Interim Results MelodyVR has, “entered into a number of long-term partnerships, obtaining exclusive recording rights for the creation and distribution of virtual reality content, across a total of 47 worldwide event properties and music venues. MelodyVR’s library of virtual reality music experiences continues to grow and now features performances from over 400 well known recording artists”.

Quite interesting to note, as far as artists are concerned, they also state that they have achieved, “an increase of 150 artists since admission in May 2016”.

The fact that they seem to be adding artists at quite a rate, suggests they probably have some substantial agreements with record companies.

I’m sure in the coming months they will reveal more of these agreements.

3 Reasons Why EVR Holdings Could Be Virtually Huge…

melody-vr-headset-girl

1. Revenue – It’s a Win, Win, Win Situation…

Why should artists agree to having their concert filmed in VR?

The same reasons its filmed for DVD release. It’s an extra revenue stream for artists / festivals that costs very little. MelodyVR show up to a concert, film the event and offer it to the fans. It will cost the artist little (or nothing) and the revenue will be shared via the artist.

This prospect becomes even more powerful when you consider MelodyVR will also offer virtual tickets.

This means should the venue become sold out or there’s demand for it online, they’ll be able to live stream it. Therefore a concert no longer has the revenue dictated to it by it’s seating capacity. The only limit a virtual audience has, is the size of the artists fan base.

It’s a win, win, win siutation for the artist, their fans and EVR Holdings.

2. Accessiblity

melodyvr-headset

Whilst at the moment you may question the size of the market, the MelodyVR is giving itself the best possible chance of grabbing as much of the virtual pie, as possible.

Their soon to be launched app will be available on both iTunes and Android stores. The content is also device agnostic, meaning, all you need is as smarphone and a headset.

According to The Hub: In October 2015, it’s was estimated that there were roughly 2 billion smartphone users in the market, with that number expected to increase another 12% in 2016 to top 2.16 billion people globally. That means that for the first time (possibly in history) more than one-quarter of the world’s population will all carry a similar device.

The only other piece of kit you need is the headset, which can range in price from virtually nothing, for Google’s cardboard to over £1,000. You can pick up a decent smartphone VR headset for under £100, a reasonable price point for a Christmas present.

It maybe in it’s infancy now but the virtual reality industry is growing at a significant rate and 2016 is on course to be the breakout year with launches of Oculus Rift, Playstation VR and HTC Vive.

According to Deloitte the industry is expected to break the US$1bn barrier for the first time this year and Goldman Sachs estimate that the market could be worth US$80bn by 2025.

3. Content
james-bay

MelodyVR claim to have the biggest virtual reality music libraries in the world. If this is the case then this is hugely valuable. As I explained in my last blog post, there’s plenty of hardware producers but they all need content.

If you were the CEO of Amazon, Apple, Facebook, Google, HTC, Microsoft, Samsung, Sony and want your own VR music content library, you pretty much have 2 options:

– Build a team from scratch and start accumulating content now…

Or

– Use a team that already have a vast library and the expertise of delivering end to end VR content.

There’s an article on Venture Beat entitled, “Where to place your bets in VR: Content, platform, or hardware?”

The paragraph that struck me was:

So who will be successful? Like OTT video, the large content owners are looking for end-to-end platform partners. The biggest opportunities will be the companies that can provide an end-to-end VR Platform as a Service (PaaS), from capture to distribution, all in the cloud. Platforms should be camera-, content-, and player-agnostic, able to work with multiple sources and any headsets. A promising end-to-end platform can capture, stitch, encode, insert ads and objects, handle content navigation, publish, deliver (via a CDN), and display via players for different headsets. It’s no small feat.

This describes MelodyVR perfectly.

Surely knowing there’s a good chance of being snapped up by a big player, this must be a highly competitve field, with new entrants stepping into this space, on a daily basis.

The good news for MelodyVR is that this is quite a specialised field. You can’t just turn up at a concert, with normal cameras and start filming.

There’s several barriers to entry:

1. Tech

360-camera
Numerous cameras are needed to film VR and they have to be custom built to capture high quality visuals and audio. EVR Holdings have the manpower, expertise and enough of these high tech cameras to capture lots of concerts at once, worldwide.

 

2. End to End Solution

EVR Holdings have spent time and money investing in their end to end infrastructure. The experience they’ve built up means they not only possess the expertise to film events in VR but also in processing and producing the content, in rapid turnaround times making it ready for delivery via their app or other platforms.

 

4. Artists / Connections

As I metioned above, EVR Holdings have, “entered into a number of long-term partnerships, obtaining exclusive recording rights for the creation and distribution of virtual reality content, across a total of 47 worldwide event properties and music venues. MelodyVR’s library of virtual reality music experiences continues to grow and now features performances from over 400 well known recording artists”.

Without these contacts and contracts in place, as a competitor, you have nothing.


Looking at the video above and other videos, in which the management have mentioned artists they’ve filmed, I’ve managed to make connections between those artists and the following labels.

Virgin, EMI, Sony, Warner Bros, MCA Music, Polydor, Decca, Warner Bros, Universal, Capitol, Epic.

These are some of the biggest music labels in the world.

in-summary

You only have to do a search via Google for Virtual Reality to see it’s a hot subject but will it take off this time?

I’m old enough to remember when it was touted as the next big thing, in the early 90’s then subsequently fizzled out. Remember Lawnmower Man?

lawnmower-man

According to Wearable the reasons it didn’t make it were as follows:

It was clunky, it was expensive, it wasn’t even suitable for the arcade, let alone something you could access in your own home. Its biggest crime of all, though, was probably that nobody behind it realised the need to manage our expectations. The world was disappointed with VR, interest waned, funding ceased and, along with it, the development of the technology. All life powered down.

They also reckon:

There are three essentials for any emerging tech looking to cement its place in human culture. The hardware needs to be smooth, the applications have to be compelling and the implementation of all of it has to be practical.

Enter the smartphone.

Also unlike the early 90’s, where there was just a handful of industry players backing it, now all the big players have a virtual hand in it including, Amazon, Apple, Facebook, Google, HTC, Microsoft, Samsung and Sony.

Being a sceptic can save you money but if VR is at the start of a new dawn and EVR Holdings have the biggest music content library in the world, there’s only one question we should ask ourselves:

Do I want to miss out on, a potentially once in an era, tech revoulution?

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The Top 5 Most Followed Companies on Vox Markets in the Last 7 Days Were:

1. Hurricane Energy #HUR
2. Bos Global Holdings #BOS
3. Solo Oil & Gas #SOLO
4. Sepura #SEPU
5. Sirius Minerals #SXX

To follow any of these companies, click on their name and hit the, “Follow”, button.

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The Top 5 Most Followed Companies on Vox Markets in the Last 30 Days Were:

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4. Hurricane Energy #HUR
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To follow any of these companies, click on their name and hit the, “Follow”, button.

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Do you know of a stock, that you think, should be on people’s watchlist?
Please click here to fill in a form and I could be featuring it on tomorrow’s podcast.

The content of this podcast (or content associated with it) is not intended as investment advice and people featured may hold positions in the companies they talk about. Please do you own research.

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To subscribe to my blog click here

angs-small
To read my blog post on Angus Energy #ANGS click here.

 

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To read my blog post on Asiamet Resources #ARS click here

 

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To read my blog post on #audioBoom #BOOM click here.

 

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To read my blog post on Koovs #KOOV click here

 

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To read my blog post on Providence Resources #PVR click here.

 

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To read my blog post on #TLOU Energy click here.

 

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To read my blog post on Upland Resources #UPL click here.
To read my follow up article on Upland Resources: The Sensible and Sexy Asset Strategy, click here.

 

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To read my blog post on Yolo Leisure and Technology #YOLO click here.

To read my blog post on Yolo’s Electric Jukebox Investment click here.

 

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