Ann: Netlinkz Partners with PT&T Philippines, page-15

No mystery Eugor. The outline is all on the public record. These are marketing and sales partnerships as the carriers share their clients while Netlinkz shares revenues from the telco version of its software. The added factor is that Starlink terminals extend the reach of each telco. Where extension of optic fibre is uneconomic because of terrain or a dispersed population, these internet gateways provide a low cost way to offer a service similar in quality to optic fibre -especially if one transponder can be shared by WiFi across a mining camp, village, school etc.

Starlink seems particularly attractive in the Philippines. Google says there are 2000 inhabited islands and apart from the Luzon itself with 65 million, or half the population, there are about 20 islands with a population of 400,000 or more. It would be hard to imagine a better application for Starlink terminals. Mountainous, scattered islands, a young population, a growing economy and a large and a strong ""export of services" economy eg a big call centre industry and a large off-shore population who remit pay from jobs in the Middle East, Australia and Canada etc,

It is ditto for Spark with its rugged South Island, its mines, walking trails and adventure sports.

HGC seems to be on a larger scale than both as it has 24 Points of Presence via a cable system that radiates out from Hong Kong to Singapore, Bangkok, Japan and perhaps through share cable to Europe and the US where its major junction point is Chicago. Its brother company EXA (also owned by I Squared Capital of New York) has a similar network but 500 PoPs. It continues to extend its fibre optic network in unserviced areas, but logically could follow HGC's lead and use Starlink terminals to service peripheral populations.

All three carriers have the option of marketing the Naas as a bundled service delivered by existing broad band or market is as part of the Starlink service.

As for the presentation Netlinkz has already produced just what you describe: what it does and what it does differently. I saw it at the last AGM. It will probably need updating after the HGC and Netlinkz IT teams have jointly finished tweaking it for carrier use.