AYS 0.00% 21.0¢ amaysim australia limited

http://www.newsmaker.com.au/news/165427/latest-mobile-phone-marke...

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    http://www.newsmaker.com.au/news/16...or-vodafone-boost-and-aldimobile#.WDI4VPn5iM9

    Apparently Amaysim is losing market share.

    It sounds like this doesn't include Vaya mainly because it's hard to fathom that the addition of 140,000 customers could result in a net loss of 0.1% share (it would imply the total market grew at a ridiculous rate).

    But it does confirm your suspicion that organic growth has slowed right down.

    Also, Vaya is running 12 month promotions right now: https://www.ozbargain.com.au/node/277084

    I have to give credit to the Amaysim mgmt team for continually coming up with new ways to improve cashflow. Every time I think they've milked the last cow they come up with some new scheme. e.g. when they switched from 30 day recharges to 28 days.

    The Q that's always in the back of my mind though is these are all one off tricks...
 
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