Kincella
Im excited. This is one of my few "pure speculation" stocks - as I believe in this as a way forward. It will still have more bumps, but all the indicators are there that if this startup can make it through, its going to be in the right place at more or less the right time.
US market is only now taking off, so Aus market may be one year behind - briadband is nearly there (or there as early adopters will already have what they need, and thats the target market), technology is sorted (18 month challenge and $5-6m sink hole, but its done now), content is sorted via EzyDVD, as is a paying customer base - who will be leveraged into online rental (and thus not cannabalising EzyDVD's retail market share).
All indicators are there and looking good. What it needs now is some confidence by way of investment from a major investment group - so the market can see it has the pockets to carry this off
KincellaIm excited. This is one of my few "pure speculation"...
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