time to buy?, page-14

Looks like I sold out a bit too early at $3.40

MyNetFone are a great little company, my first multi multi bagger so I have a bit of an attachment to them but decided emotional attachment alone wasn't the best reason to hold onto a final parcel!

Will be really interested to see how their results are this year. I don't double they will do well, they have consistently grown in terms of customers, revenue and profit. Perhaps as importantly they have demonstrated their ability to acquire and integrate whilst adding actual value - something many companies promise but never achieve.

Whether they keep on acquiring and growing, or be acquired is I suppose the long term question. Similar story with BGL although they are a bit smaller. As the telco space consolidates, it will be interesting to watch the smaller and medium players indeed.