I disagree - I believe Speedcast deal will underwrite the business removing any cashflow risk. The only risk is timing of the deployment but I can't see Speedcast sitting on their hands too long. From there, anything they make on V2.0 is a bonus, so even if you're incredulous about the potential of Zipt, that doesn't matter at the current SP, it's like you're buying Speedtalk with Zipt thrown in.
Again, this has been more and more derisked this quarter but the SP pushed down for it. Which doesn't make sense unless you consider the face that the register is filled with irrational retail holders. Need K2 to buy some more!
Ann: Change of Director's Interest Notice - K Wallace, page-18
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