Optus network now behind ESH Mogul Arena, page-33

What I dont' like about this stock is that it is very dependant on sponsorships. Even with the singtel contract, I can't imagine revenue will be piling up any time soon. It is way too early for them to even think about a subscription service - especially when their competitors don't have them.

Singtel contract seems in the bag, but what i want to know is what their future plan is. I would like for them to make some acquisitions/mergers e.g with Garena, esports.com They also need to attract some partnerships in the western world.

I find their website to be very 'commercial'. if you compare it to esport.com or Garena - it's lacking. It doesn't 'invite' me in. It lacks that gamer vibe and passion from the website/management.

anyway, i would like to hold for at least another year so i can take advantage of the capital gains discount, but i'm weary.

I will be very interested in what lies ahead beyond the Razer/Cloud/Singtel alliances.