@writer "Hardly anything about the SDK. Barely anything about the multiple additional revenue streams that will come on-line as Tata and ROW roll-out, and the CSP"
One is a profitable, high margin Systems Business upon which some of the worlds largest telcos have a built in critical dependence in preparation for their imminent bun fight with Google and Facebook for mobile advertising dollars.
The other is a Services Business, currently comprising of a low margin, loss making App - and a fledgeling & unproven (albeit very promising) BYOD solution.
Why have State One comprised their analysis entirely on the latter? It's not for no-reason, that's for sure.
So why? What am I missing here?
SYT Price at posting:
1.5¢ Sentiment: Buy Disclosure: Held
