DUB is a bit like the Australian ski seasons - just 1 snowfall...

DUB is a bit like the Australian ski seasons - just 1 snowfall away from the best season on record.

They don't need their '20' deals to be a legendary company, but they do need 2-3 significant telco's that have a brand-name to influence main stream market. They only have to sign 1 big brand like a Telstra, Deutsche Telecom, Sprint etc for the market to consider them a serious long term legit player.

Enterprise sales take time. And Steve is a massive over-promiser. I've had several email exchanges with him. He's a salesman. Pure and simple. But salesman do delivery. Just never on time or on scale.

A CR is inevitable. Just the reality of their cash flow timing in this type of business. It just comes down to valuation based on deals done prior to CR that will impact SP.