Hi Growler,
Earlier commentary by PO and business model of Norwood suggests that they are targeting highly monetizable corporate customers. Moreover, listing Worldphone app in Travel segment reinforces that they are after people with disposable income. The metrics of monetization so far is higher with Iphone again bolsters the theory that the business model best works ( working) for high income end segment. So, IMO the meaningful downloads/ active users is very important and that should attract some attention from bigger players.
Whatsapp is yet to find a revenue stream with such a large user base., but Worldphone has some cash flow with less user base at this stage. Based on PO's commentary it appears that they are very thrifty, but smart in terms of advertising spending. That it self is a big tick and valuing Investor sentiments.
IMO Worldwifi and Worlddata is a launch pad. From what I gather should be available by end of this year.
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