Your maths and logic is so far out hc that it almost doesn't deserve a response. Almost. How can we be priced at 100m "customers" and a Pe of 5? Our arpu is expected to be more than $2 and the first cut of data (albeit off a small sample) showed this to be true. At a Pe of 5, that would mean we are priced for 6m customers. But you know that a Pe of 5 is nonsensical at this stage of lifecycle and this type of business. It would likely be 12+, potentially much much more.
You have a few points that are valid but you have an arsenal of bs scare mongering that is both tiresome and agenda driven. Please just either give it up, get some balance or get some more intelligent contribution. It's painful to listen to.
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