Ann: Norwood partners with Visa, page-52

First 52 Last

Share
Profile

Follow
ML173

9,577 Posts.

310

21/11/17

12:22

Post #: 28981481
Share

Originally posted by japanfresh ↑

No it isn't! Yes, they have a SIM product, and yes it is expensive, but

They also have a WiFi product that is IDENTICAL to NOR's yet to be released product! It has been in the market since Feb. No Augmented reality, but more hot spots. Their pricing and go to market strategy seem very similar to NOR's. If you want to learn a little more I'd encourage you to read some of their releases, very relevant to NOR's WiFi aspirations, particularly in order to project ramp up costs, etc.

I'll also comment that FRX have flagged an upcoming WiFi product that will include Inflight & Cruise ship data access.

As for security/VPN, I see no difference in how UNL's or NOR's WiFi will perform. Interesting that NOR has kinda stumbled onto their next best thing (World Secure), much in the way WGL did. WGL (who funnily enough shared some management with ZIP (hahaaha) tried the VPN thing about a year ago, but failed and have now pivoted to the education niche, product released last week. NOR aim to do the same but their differentiator being an easily provisioned & managed offering to the corporate market.

The similar part to NOR is that they see the capability to add value through capturing and analysing the data that flows through the VPN.

Whether this is more NOR hot air, or not, remains to be seen. I'm not an expert in that area, but would expect that the big boy Firewall/security vendors and SD-WAN types out there have the mobility angle covered.

I don't know who the big banks here use to manage their mobility, but I'd suspect Cisco/Skype/Telstra all the way.

Expand

I agree with you that WiFi products provide Inflight & Cruise ship data access is the great potential markets.

Based on UNL's recent report, I think they received $89 per customer for SIM, and only $4.5 per customer for Wifi access.

The problem with UNL is the market low liquidity. It looks like a large vendor holder has been selling since May !. Looks boring, and good luck with that any how.

Last edited by ML173: 21/11/17

NOR Price at posting: 3.1¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

RCE

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

ARN

Aldoro shares jump 47% on news of strong niobium recoveries from Namibia play

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Shekel Brainweigh and Calmer Co lead innovations in the retail space

There are more pages in this discussion • 310 more messages in this thread...

First 52 Last

Add NOR (ASX) to my watchlist

(20min delay)
Last 4.5¢		Change -0.002(4.26%)		Mkt cap ! $21.37M

Open	High	Low	Value	Volume
4.5¢	4.5¢	4.5¢	$2.25K	50K

Buyers (Bids)

No.	Vol.	Price($)
3	85968	4.3¢

Sellers (Offers)

Price($)	Vol.	No.
4.5¢	68140	1

View Market Depth

No.	Vol.	Price($)
3	85968	0.043
1	13888	0.041
3	450000	0.039
1	255000	0.038
2	1375000	0.037

Price($)	Vol.	No.
0.045	68140	1
0.047	142144	2
0.048	61184	1
0.050	590074	5
0.056	60000	1

Last trade - 16.10pm 15/07/2024 (20 minute delay)

NOR (ASX) Chart

Ann: Norwood partners with Visa, page-52

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

Aldoro shares jump 47% on news of strong niobium recoveries from Namibia play

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Shekel Brainweigh and Calmer Co lead innovations in the retail space

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Norwood partners with Visa, page-52

Top Stories

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

Aldoro shares jump 47% on news of strong niobium recoveries from Namibia play

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Shekel Brainweigh and Calmer Co lead innovations in the retail space

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News