BUD: Where are we? May 2018, page-246

@Melways

for sure. not until after they announced telstra cancellation - and by then it was too late.

had nothing to do with valuation in my personal view - think i said back when telstra was first announced that my own view/experience is small innovative new offerings tend to do best with small innovative distributors.

that was why i liked rizon conceptually and didnt care for a telstra hookup.

but had everything to do with momentum and perception.

v few people would think like me on that subject - they want big brand names

been quite a whammy of stock specific factors + macro + tax time