"What's the bet they've gone running to Norwood to urgently replace the outdated Vodafone debacle?"
Next to zero.
Just like the credit card mobs and the banks and SalesForce.
VM is just the shiny new thing for NOR to focus on and the perma bulls to ramp.
There will be a consolidation and subsequent CR before any meaningful revenue-related deal, imo.
Ann: AGM Presentation, page-153
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