IMS 0.00% 69.0¢ impelus limited

AGM summation, page-231

  1. 1,421 Posts.
    Not so sure it's a case of turning anything around. Maybe the whole dcb thing isn't viable. Sitting their as some sort of parasite between the telco and consumer doesn't seem to be a great place. The telcos would have the whip hand. I think we may have been hoodwinked a bit on the dcb. In ten weeks we have gone from aspirationally being the worlds number one dcb carrier to we have got bigger fish to fry. We shouldn't have to lap that nonsense up.
    That said the rest of business if it has continued to grow at past rate is more than worth the current market cap. This tech space is fast moving Mbe isn't mortally wounded. These earnouts being paid are for out performance. Anyway numbers are being provided in a week or so. They are good to work with.
    Last edited by Copter: 10/02/17
 
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