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Have not got a feel for demand but evidently Instos like the...

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Katavi

741 Posts.

3

11/03/15

13:09

Post #: 14895427
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Originally posted by dimaz11 ↑

I actually dont mind their balance sheet post IPO. If it's priced at the lower range, it will be a good one.

I like the fact that they won few contracts over Euronet and there are a few things that would come up this year (Optus Postpaid and Telstra). These additional things havent been included in the forecast.

Optus postpaid is around 7x the size of Optus prepaid in revenue terms.

The business model lends itself to organic growth. The more people use their client's products, the more money they make. I like this sort of business model.

Keep in mind that they havent done much full on sales marketing to get to this point. Post IPO, they are planning to build sales marketing to drive up sales further.

And what I heard from my broker is instos quite like this business model and the demand is quite strong. What did you hear from your sources, Katavi / nani?

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Have not got a feel for demand but evidently Instos like the potential with Telstra
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