See you understand it all - you understand the strategy, you understand the go to market plan and you understand how they aim to monetise through stickiness. The thing that I don't get is you constantly saying I don't believe it will work. If you don't believe it in its entirety you wouldn't be here. You do believe that there is a good probability that the company is ticking all right boxes and that the strategy might turn into a viable business model and that's why you are here.
If I were you, I would point out the risks as well as opportunities and just say it clear that the risks outweighs reward for your appetite. And that is entirely acceptable.
To knock it down completely and believe firmly that it won't work and yet turn up here and make time to come and comment is what makes this hard to resist responding.
MSM Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held