K2F 0.00% 18.8¢ k2fly limited

Ann: 2018 AGM Chair's Address to Shareholders, page-10

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  1. 219 Posts.
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    Two issues;

    Firstly agree with the comments above they have FMG. But I work for a tier 1 and we screw every last cent out of our suppliers so while its great for k2f to have them FMG are likely to change or threaten change just to get the most out of the contract.

    Secondly SAP is a great company but I don't think people are rushing out to buy their solution. The fact is the market has changed AWS, GCP and Azure have enabled companies to in source and build their own solutions especially Tier 1'S. oracle and sap are on the nose

    so where does that leave us.. well the strategy needs to change Tier 2 growth miners are the or should be the target.

    just my opinion DYOR
 
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