Hi Dr.Bull You know the way it is ... the game is to try and...

Hi Dr.Bull

You know the way it is ... the game is to try and understand the value. The current MC is $100M, the last stated revenue about a couple of $M ... so the current P/E? 50? ...At 70 odd cents there's a fair bit of expectation built into the price. The question is... will it exceed expectations?

My wisdom?...you flatterer. fwiw... there is a definite market for this, that is demonstrated by the take-up. The potential is big and ...imo...from the little I know about the competition FZO's offering is superior. On the ASX there is another ...WGL... I compared the 2. WGL is basically only an analytics tool which has been fashioned to meet the problem...FZO has been designed from the outset to do the job and seems to cover all the angles. The sales pitch of WGL is that by providing the info to the parents they can then guide their children through the hazards .... and imo that is a strong argument, it encourages honesty and trust in the family environment. But ... it's not really to the point. How does WGL's app prevent some other kid from introducing porn or violence to others in the school yard? What will stop some little show-off showing severed heads courtesy of ISIS? Certainly not WGL. From a purely practical point of view, if a school wants to be assured they control the content being shared around in the playground that is FZO's strong point.

Personally, I am still researching FZO. I am looking for stocks which will grow and I still don't have a definite opinion about FZO's prospects. What triggered my initial buy was not so much the tech but rather the quality of the management.... they all have a telco connection and I suspect know how to address that market.