mwr secures jbhifi for christmas, page-359

My view is this is not a long term set and forget stock.

The only moat MGM has currently is timing, I believe we have a window of maybe 1 to 2 years of high and rapid growth before this market becomes saturated with competitors.

Whether spacetalk can successfully establish itself to create its own moat in the long term is anyone's guess at this stage.

Currently, we have a premium product with a premium service that is said to be the leader in this space, no debt, competent management and a long pipeline for expansion.

I believe potential for 3x current mcap is likely, 5x probable, 10x possible in the short to mid term.

However, it is above all most important to keep a very close eye on this sector, its new entrants and the performance of MGM comparitivly.

While I don't intend to sell this anytime soon, I think some serious re-evaluating will be necessary around 18 months from now.

Only IMO.