Too busy at the moment to read up on old material but could the recent sell off of IBA be attributed to AEP selling shares? I havent thought bout it much so it could be a dumb question.
I had a listen to the boardroom radio telecast last night & I am very very pleased that Lorenzo is on track to going live. Sure the financials of the company is v important but I just wanted to be re-assured their flagship product had no probs. I always had nightmares that Lorenzo could have the potential to make or break the company, maybe something like ERG's (non) rollout of T-card in Sydney.
If Lorenzo is the hit that they expect it to be then we should do very well in the next couple o years. Also, hopefully in Feb they give us a more detailed update on Chinese ops, in particular the IP Tv thingy (a small part of their business but potentially a big thing in yrs to come).
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