Ann: ZipTel Lodges R&D Tax Incentive Claim, page-43

Thanks - must have missed it. My interpretation is that Speedcast gave them guidance that they were aiming to start rolling out by now, which ZIP in turn released to the market but perhaps Speedcast are a week or two late...? I certainly don't think there's anything structural about the delay, and I don't think there's anything sensitive around Speedcast that's being withheld (because Speedcast might not have told ZIP anything new that we don't know) so I don't read anything into the director buying other than a bullishness for how V2.0 is going.

I know I keep saying this, but I'm personally very excited about the Speedcast opportunity, and I can't wait for them to start rolling it out.. It can't be far away... 50/50 revenue sharing on their fastest growing market, which was worth ~$30M last year. With Speedtalk, they can lock out all other means of communicating so it's that or telepathy. Plus fee per user engaged. Very few fixed costs at ZIP means that money flows through to the bottom line. I honestly think we're going to be looking at the current share price in 6-12 months and laugh, but form your own opinion.