Granted there are some conditions/limitations on the actual usage but if overseas markets are anything to go by, the entire market will inevitably be unlimited and fighting on price. It is a race to the bottom.
Bringing this back to AYS, IMHO friendlydwarves nailed it earlier -- the issue for Amaysim is what is it's backstop valuation?
One can look to the future based on the cross-selling opportunities but the reality is their core business is being demolished right now so if the cross-sell margin doesn't eventuate how much is AYS worth?
AYS Price at posting:
$1.30 Sentiment: None Disclosure: Not Held
