DUB 6.25% 3.4¢ dubber corporation limited

From LivewireMatthew Kidman:Okay. So going back to voice, but...

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    From Livewire

    Matthew Kidman:Okay. So going back to voice, but recording voice as a record. Dubber, buy hold or sell?

    Shane Fitzgerald:Dubber is a hold for us. The most recent quarterly was just a little bit soft and they've just recently launched into Cisco. so we want to see how that goes. But, while I'm negative on voice, I'm more positive on Dubber because of the regulatory requirement to record the voice. Which, is frankly, a better solution than the incumbent players can provide. So for us as a hold, we want to see things play out from here.

    Matthew Kidman:Dubber has great growth prospects, it's also pretty new; would you buy, hold or sell?

    David Keelan:We think it's a buy. When we look at whats happened in the last quarterly, growth isn't linear. It comes through in stages. The valuation is a bit punchy, but, it's a very scalable platform and right now the regulation is needed. I think they'll do a good job.

 
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