Name 1 company on the ASX which has this much revenue potential in the short term?
TATA - Confirmed rollout - 24% revenue share on all traffic
Verizon - SDK integration and a per app, per month royalty
Freeeway /Overpass - Freeway will have good revenue generated from single offer uses, however,the new payment scheme for overpass, including the user base astronomical. If 10% of the customer base sign on to use 1 app subscription for 1 day, that is $14Million in a single day. Do you honestly believe that out of 140Million people, only 14Million will sign up for this? This is exactly what the US market is looking for if you did any research into the issues regarding data caps, bundles, unlimited data pricing etc.
I can see a heap of people who are under unlimited contracts now, drop their contracts to take up this opportunity. I would. I can EASILY see myself dropping my $120 a month Vodafone plan to to $50-$60 plan and paying $20 a month for UNLIMITED youtube and netflix use.
I dont know what you seem to be smoking, but i want some.
SYT Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
