Brazilian OTT business will be a big success, page-29

One good thing to have come out of this situation is that the quality of the posts has risen immensely . Gents, I think your analyses are measured and reasonable. Given Nick's skin in the game and the size of the opportunity, I think it will come good. Yes, they need to sell the story much better and be more adept at executing, but there are definitely positive signs.
While it would be best to hear it directly from the company, at this end of the market you often do need to fill in the gaps yourself.
For me, there is enough info to continue to hold.