Hopefully they raise above 4c post some positive announcements....

Hopefully they raise above 4c post some positive announcements. There should be alot of that with the globe opening up (unlike Australia, which is probably why ASX investors are sleeping on this one).


Anyone done any work on the margin for their revenue on esim rates? Preparing some valuation models for opportunity cost valuation vs other stocks in my portfolio. Knowing their target of $3.6m rev I'll be preparing some sensitivity analysis with the optimistic view this is achievable within 9 months.

I'm tempted to double up after we see where the CR occurs. I would also like to understand the agreement between FRX and the telcos, can anyone shed some light on this or point me to the right direction?

cheers