Lanky,
My questions from the Ann are:
How much will the head end expansion actually cost TV2 in labour and hardware?
Is the "in excess of $1 million" AUD or USD?
What is the monthly service fee per (guaranteed quantity) customer?
What is the number of guaranteed customers?
IMO if these questions were addressed properly in the ann a re-rate would've be possible, but again mystery and subterfuge were used.
On a brighter note, it seems to be a positive announcement. At least someone is doing something with the technology.
On a dark note, where the F... is Divan hollywood at? (As far as I'm concerned it wasn't dealt with appropriately in the update ann). Why is it still delayed? And losing China is a real kick in the proverbials. Why is there always smoke and mirrors surrounding deals and the shelf companies they always seem to take place with?
Always IMO.
Skorz
TV2 Price at posting:
2.1¢ Sentiment: None Disclosure: Held
