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Ann: Appendix 4C - December 2016 Quarter, page-116

  1. 932 Posts.
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    Benrich not singling you out but responding to your post because you have been positive and hopefully will take this the right way.

    WTF are any of you doing investing significant sums of real cash without understanding the business and business model? Or at least trying to conceptualise the rollout strategy.

    We need more Tata like telcos and app down load numbers and revenue projections and lets push the telcos to hurry up and when is tbe tech going to be ready but don't spend too much money!

    Fair Dinkum! Wake up the apps are not really relevant they are proof of concept!

    Sure we (I) don't have all the answers but with a read between the lines you can see that this is not a two app strategy.

    I have been posting and posting trying to get punters to have a better understanding without spelling it out from my very first post here.

    The apps are proof of concept. The Tata deal is the conduit to the third word of prepaid and will give us access to most of it.

    We need Tata to profit from this to generate the critical mass to push this across their networks. Freeway will be competition in these markets to provide the aligned and non Tata aligned "competition". You are your own best competition and this will block potential competitors.

    The CSP needs to be built in to networks where while label and cross carrier is to function. Otherwise Freeway will be the Access point to the rest of the business and is the conduit for non aligned Telcos like T MObile.

    The SDK allows content developers to build native apps that need only be built once and the OTT white label plus Freeway subscription delivers much of the content required for the first world to bring the non-aligned telcos on board.
    Data flex will be good but it is the calling card to demonstrate tenpowee of the CSP to the first world telcos in US and elsewhere.

    Those that own big content will need access to other mobile networks or they will go broke so they need cross carrier delivery especially as mobile usage increases to maximise mobile share as mobile overtakes land based internet. Subscription model will allow this and again Freeway will be the Access point for non-aligned non CSP integrated networks.

    To protect the networks that own spectrum, which is the only way to deliver mobile data packets from the cable guys morphing into telcos and justify the investment into hardware, content needs to go over mobile.

    As this happens mobile use will increase and critical mass from subscribers and users will force down mobile costs for all.

    And all these things are happening simultaneously building the critical mass for SYT which holds AK suited when it comes to the table with the tech and patents, relationships, contracts and advisers and advocates etc etc. but we haven't even seen the flop but boys have a big stack (about 7m) and hold great cards. And we have big friends too!

    And most here still have NFI of the game that is being played and are counting app downloads and expect billion dollar companies to dance to our tune and revenue to flow instantly.

    Well Ben, to be fair you have been positive, but to the negatives please sell and sell low and sell hard because you have NFI what has been achieved for the shareholders six months in part because you don't know what went before in the nearly four years before and have no idea of industry or tech.

    If you think that a former director of Microsoft and his friends give a continental about the SP now especially when they are building a multi billion company you really should invest in an app developer because this is not SYT. People of this calibre earn more in a year than the biggest investor of Ray Rays "list of the vanities" and more like the top five.

    Wake up, buck up, stand up and do some research and stop listening to some of the drivel here to base your investment decisions.

    This is the revenue of months three to five for the company.

    Patience is a virtue but many here are not virtuous it seems!
 
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