I think Amaysim is a strong buy now, I was less optimist before...

I think Amaysim is a strong buy now, I was less optimist before but now with vaya, they have a dual price strategy from cheap to premium so IMO they are more competitive than before.
But to me, the big new is that they are going to sell NBN plans, it means more diversification and a lot of cross selling coming up. It looks like AYS is a future M2 group (same business model = asset light) wich performed really well all these past years until they get bought by Vocus.