Thanks for the feedback.
Yes the H1 results will be very interesting. I'm particularly interested in bad debts and the expenses.
I will do another brief valuation based on a annualised sales model, as it's possible they will get to 500m (with the chairman stating they were at 300m+).
For me it comes down to the level of risk taken on and the amount of assumptions required. I see more nearterm chance of the SP moving down 50% as opposed to up 50%. Touchcorp could be just the ticket to enter with lower risk
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