Appreciate your reply and well done on being a long term holder!
I have a few comments/questions:
1. You make reference to ASW not losing any major clients due to service (well you actually said we - so not sure if that is 'we' as in shareholder or 'we' as in an employee of ASW) so why would companies like NST or GBG leave ASW then? These are two companies I have noted that have departed ASW over time, would you consider those to be big companies?
It is hard to keep a track of who ASW are gaining and who they are losing, would be great for Mr Chong to address this
2. You made mention of the SOL migration process running smoothly, is that something that has been openly discussed by ASW or do you have another source of information?
3. Why would it be a false belief that CPU or LNK are more prestigious or can offer a better service?
4. With regards to companies like BKW or NHC migrating to ASW, how do those companies come into the picture or are a high chance of migrating in your opinion? How do you know this?
If either of these companies were to migrate I would be very surprised, I can't see the benefit in changing registries unless it is only for the cost!
All good with the stats you've provided, do you do this for other companies you own shares in? It seems like a lot of work
You mentioned the activity for PLS, GEM and SOL, but during quieter times that revenue dries up.
It is good to see that increased activity is handled by ASW, but how do we know it is handled with ease?
Perhaps when the above comments/questions have been addressed we can expand on this conversation, look forward to it
Again my opinions only - DYOR.
ASW Price at posting:
80.0¢ Sentiment: None Disclosure: Not Held
