Thoughts for Tuesday the 10th, page-137

Well considering that without dynamic pricing... excluding advertising, cost of providing the service were more than the revenue in the last accounts.

Then, that daily average revenue was declining this year so far. How would dynamic pricing fix this cash flow situation?

If they increase the prices (which were as many have noted - not cheap) they risk further decreasing the incentive for people to use the service, if they decrease, it will put even more pressure on their margins.

I agree though, they need to have more pricing flexibility if they are trying to compete on a retail level with other calling services. Unless they have switched off advertising entirely though (I think someone said they were presented with a Facebook add last week) then I suspect that the cash-flow situation hasn't changed yet.

Got a feeling as soon as any product is CF+ or the margin improves, there will be an announcement.

Sometimes not saying something (no longer are we being told the annualised revenue run rate.. even in the quarterly) it says enough for me! Their speeding ticket response on Friday talked about the cash contributions from WorldPhone, they said they 'expect to see stronger contributions over time' .. not "are seeing," or "beginning to see" so will wait to see the money received before adding it to my figures.