Remuneration Report, page-42

Also two analysts who follow the stock Wilson HTM and Moelis - have both moved to other shops apparently so when you get a seller it becomes hard to find a buyer with less research in the market

how do I know it is the herd.....I have friends who bought in a while ago on my advice and after the last few weeks have sold because they got nervous with sp fall....

Lets go over what we know

Consumer business - flat
NBN contract - growing
Arrow - new
Wyless - new
Japan distribution - growing
Vodafone - advertising and health - growing
Vodafone Qatar/mobily - growing
Verizon - growing
Telstra m2m - growing
Tele1 - growing
Cubic - down
Ausnet - down but strong potential to snag 3x existing volumes
US smart meter trial underway - big potential
Us and Europe rural broadband - big potential
Other smart metering deals - big potential


Other negotiations with top tier global telcos -

directors buying - chairman twice
An illiquid stock that can get impacted by a forced seller (whatever their motivation) and a share market that is driven by the herd.

How many people would be selling now if the company was private and they didn't know where the 'share price is'?
Im not a seller....im a patient investor