Thanks for the above to responses. I hadnt thought about this...

Thanks for the above to responses. I hadnt thought about this point..

not many carriers in the US and all are Esim compliant

I have only been in this stock about 6 weeks and just watching the volume over that time is amazing. There is nothing there and incredibly hard to build any kind of position.
I am still learning about the business model every week and getting pretty excited for the future. I only just learnt about esim over the past few months and cannot believe I knew nothing about it. Plus I consider myself reasonably IT literate. I think there would be a large part of the population who know nothing about esim.