Very impressed. Not even including Sky sales in this. I think the market is asleep on the value this adds to the business.
I would be very interested in churn and take up rates for the app. It's hard to value this recurring revenue if I don't know how long it lasts.
Was getting a little concerned with the discounting of Spacetalk around the retailers at the moment, appeared to me that perhaps xmas sales underwhelmed, this announcement would suggest everything is on track.
MWR Price at posting:
28.0¢ Sentiment: Buy Disclosure: Held
