Ann: Spacetalk Mobile Handset and Wearable Plans, page-8

  1. 1,028 Posts.
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    From a strategic viewpoint hard to fault SPA significantly expanding the product set into mobile phone plans. Again executing what was promised. The H2 FY24 numbers will be interesting to see how the ARR is tracking with Black Friday and Christmas sales. The market for discretionary retail is tough at present but have a good feeling SPA will be a winner when the announcements are made. The current market cap still reflects doubt the turnaround is real. Time will tell......
 
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