Thorpey keeps delivering!, page-12

To the sceptics, I think you should take a step back to understand that the news is good because:

1. The model is working (especially overseas).
2. Expansion and growth is sustainable and is not causing unecessary cash burn.
3. The payments and advertising arms are growing in tandem (important for future growth).

Once you factor in the first three points, you can draw the following scenarios.

1. MBE continues the expansion into similar and diverse markets including emerging Asian markets.
2. They reach a point where they have a global network of servicable users in the billions (already at roughly 500m by FY15).
3. Once the DCB network and ad networks are at critical mass, just adding each additional vertical productm, if successful, would increase revenue in folds rather than gradually. 4. Having an advertising network with a constant source of analytics data from Convey means more targeted ads (priceless data) and increased ROI. This is why the purchase of TPF was important. This my friends, is the reason why these guys are on the money.