But getting those 30,000 additional paying subsribers is going to be no mean feat. This is a highly competitive business. Short of further acquisition (sadly there are no more keen sellers in this space that I am aware of so the days of cheap deals may now be past) I just don't see this happening within even my long term investment horizon without very heavy discounting. Fair value imho at current levels but no more than that.
AWI Price at posting:
30.0¢ Sentiment: None Disclosure: Not Held