VOR (ASX) Operations Update

Originally posted by martyw ↑

Exactly Tony, that is why this is such a good opportunity to average down for many people - their loss.

The lack of patience of the market is quite astounding isn't it ... plus the herd mentality when a price begins to move down. As you say, nothing has changed regarding the fundamentals of this company ... at least not negatively (based on Wappy's initial post in this whole thread it actually sounds even better than I was expecting)

We all know that the OA is being prepared with the intention of releasing it this week. We also know that this is going to be substantial so it will require careful review and the revenue numbers will need to be double checked. Further, given the transformational nature of the latest deals I would expect that sign-off will be required by a few stakeholders (eg Mphasis, the Board, TSI India etc). Also, we know that TSI are moving offices, taking over staff, preparing for a road show and that operationally they are expanding at a rate of knots, especially since 1 April - hence, they are a little busy at the moment!

Regardless of all this though, the market has gone in to panic mode. The way I look at it when the price drops like this is to ask myself: have the fundamentals changed (yes or no)? If the answer is no then there is nothing to worry about in the medium/long term. Price movements for a few days soon become irrelevant (what a difference 10 days can make eh)! Hence, why I see this as a buying opportunity the likes we have not seen for a couple of months ... except a couple of month's ago we were guessing what the deal was ..... this time we know the broad terms of the is transformational deal - we just need the details. I also note that a few people seem to think that people have inside information ... Gary is so tight lipped this is not the case so people should also stop with the conspiracy theories.

Anyway, I have said my piece and people can choose to agree or ignore it .... time will reveal all regardless of what I or anyone else says.

MartyW

Expand

Hi Marty,

You wrote;

The lack of patience of the market is quite astounding isn't it

It sure is. Look at what's happened in just a few short years not just share price wise but more importantly fundamentally for the company. Make no mistake, that latest deal is on radars throughout the financial sector in India. Competitors, potential clients, existing clients all paying close attention to TSI India now and their next chess move. I have a feeling that what we'll be discussing soon is what value we'll be placing on TSI India once numbers/metrics and finer details are revealed. The company is at its strongest it has ever been.

Tony

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