Bourse has to go, plain & simple and McGovern needs to improve his delivery. Simply staying silent for 3 months and coming out with yesterdays lack of detail is amatuer hour.
I hope he provides a detailed and thorough status update on what progress they have made since November - the quarterly was poor.
1. Has the Bank indicated a longer term agreement? They must know more by now, is there an opportunity for a whoesale deal?
2. Subscriber numbers, what are they as at 31/1/16?
3. Update on Voice Factory, has there been an uptake other than the initial subscribers?
4. Gocloud Singapore call centre update - what's going on?
5. Enterprise tenders - what's he sratus?
6. Macquarie Telecom, when does the pilot commence? Any revenue for DUB?
7. Status update on UK - it's been over 2 months & nothing?
8. Europe & Asia update?
9. Cash Burn, why are they burning so much cash? Is McGovern flying 1st class and are they flying out and paying for potential clients to use Dubber labs? Who know's, they must be burning on something ridiculous lke that?
10. Do they expect to still break even within the next 12 months?
DUB Price at posting:
61.0¢ Sentiment: Buy Disclosure: Held
