@Oscar09 I think you're simplifying matters a bit too much here, and I'm not sure you actually understand the business.
If they've acquired 30,000 subs, and you apply an average CLTV (customer lifetime value ) of ~$8,000 per sub - you can quickly understand the future value. I'd encourage you to study the unit economics per sub, and read through the prospectus (it's quite good)- not just the current financials.
Of course, there is executional risk. However, if you look at the management team, it's extremely impressive.
If you look at Uniti Group (ASX: UWL) - that's what's possible when the right strategy meet the right execution...
@Oscar09 I think you're simplifying matters a bit too much here,...
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Last
19.5¢ |
Change
-0.005(2.50%) |
Mkt cap ! $40.78M | |||
| Open | High | Low | Value | Volume |
| 19.5¢ | 19.5¢ | 19.5¢ | $19.5K | 100K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 90000 | 19.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 21.0¢ | 30005 | 2 |
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| Last trade - 13.47pm 08/11/2024 (20 minute delay) ? |
| SWP (ASX) Chart |