I also don't think its badmouthing. My observation of the mobile...

I also don't think its badmouthing. My observation of the mobile and mnvo market is that the big players (and some big resellers) have been significantly reducing their prices and/or value.

Amaysim's only real point of difference was customer service, online cheap mobile offerings. If others offer the same value, or better... then the "no contract" perk of amaysim offerings might come back to bite them.

Cash flow is great, but as margins get squeezed free cash flow will as well.

I really don't think AYS will be $3-$4 by Christmas, if anything around half that is my prediction. The exception of course if AYS diversifies into other sectors, energy, internet, insurance perhaps? Not to say that would be easy or profitable.. the market could get pretty excited by the prospects though if it was pitched right.