68, 98, what's thirty mill between friends when your current earnings are $242,000? And what exactly are ICP's forward earnings? Have they issued any guidance? CUS are $90 million 07-08. Forward earnings might be the only game in town, but only when you've got ATMs deployed and can have some confidence each one will generate a certain amount of revenue. ICP currently own how many? That's own, not have management rights to.
And no, I'm not going in to bat for CUS, nor am I having a crack at ICP. This isn't a competition. It's a chat forum. You all hold ICP and good on you. I hold Customers and am glad to. I've been looking at ICP for some time now, wondering where they are going and how they are going to get there and whether to spread my bets. Right now I can't see the point. Seems to be a lot of try-hard hype about ICP and I still can't get a handle on what their business model is and where the money's going to come from.
It's taken Customers a long time to get where they are, and I don't think LG Sys are going to be some magical overnight panacea for ICP to dominate the market and explode the share price into the stratosphere. Could be wrong of course, but for my money Customers is much further along the track, much better managed and a much safer bet.
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