Good to see you back Bobby with your insightful commentary on Vonex. This years numbers wont be that good I agree as there has been a lot of dramas and cost associated with everything that has been happening over the past two and a bit years. However your understanding of the business is still lacking I see. The rollout of the NBN is producing one of the greatest churns in the telco sector and Vonex is going to benefit greatly from this churn and with their price competitiveness will win a nice segment of this sector which will set them up for their future growth in revenue.
Oper8tor is probably more relevant now as there are even more different apps on the market than there were 2 years ago. And your statement that any private equity would have been all over it if it was good is correct in a way but maybe the sharks thought that if they didn't get it put away then they could try and steal it away for a lot less. That has not happened so lets see what happens once it has been finished and there is a launch. Maybe you will be right and there is no interest but I think that it is more likely at this stage you will see some real action in the company. Anyway it is not going to be long considering they are aiming for a soft launch late this year.
Anyway I congratulate the company on getting this put away and wish them all the best in the coming months. The work has only just started.
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