Nothing like trying to talk your own book. ISU was the same and look at it now. If you think the telco space would not be interested in AYS client base - you're not thinking. Consolidation and getting into a company that is trading at less than half its float price is a real opportunity. This is a definite target and down here private equity may try first and then sell to an incumbent telco. Even attractive for someone like Kogan - whom is in the same spaces and could use the client use to market other stuff to.
IMHO a very strong buy here.
AYS Price at posting:
78.0¢ Sentiment: Buy Disclosure: Held
