Beany Chris is delivering in spades with yet another meaningful revenue driver this morning with a further win-win deal with Heroworld.
The DCB revenue for telcos is only 2% currently and is heading to 10% with MBE in the box seat to capitalise on this rapidly expanding market worth billions.
Europe is next in the coming weeks along with 13 new countries and god knows what else.
Add to that Thorpey now has a lazy $20 mil in the bank to buy another compelling and complimentary business which will likely drive earning harder.
Or he'll use it to aggressively expand into new markets with the US not out of the question IMO once they get the DCB act together. Remember MBE has spent their money and are ready to go there, not the other way around.
India is in the mix via Telenor I think too.
HSV I think it's always good to diversify ones thoughts on the deck chair whilst carefully perusing the bikini market, but watching for any bumps and curves in the bar chart. I feel after a week I am across the detail.
MBE Price at posting:
34.0¢ Sentiment: Buy Disclosure: Held