DMC 0.00% 30.0¢ design milk co limited

Agreed that the company needs cash to grow.It also needs a big...

  1. 80 Posts.
    Agreed that the company needs cash to grow.
    It also needs a big market - I'm not convinced there is one. There is no big company in this space as far as I can tell.
    Little competition means little market in my books.

    The model doesn't even make sense to me. If I was an apartment tenant I wouldn't sign a 5 year contract for broadband or electricity with the building owner. No-one would. So the building owner can't sign up to a 5 year contract unless there was actually no value to the contract.
    So are these massive dollar value contracts not in fact committed future revenues? More an estimate with massive assumptions?
 
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