CTV (ASX) Upside

Originally posted by Techmeister: ↑

The down siders have been having a field day - and that's fine - all microcaps are easy targets - its not difficult to find issues - or to pose tough questions - so by all means take your swings

But I wanted to start a thread that actually started to use the same laser-like gaze to contemplate the UPSIDE!

A few thoughts to kick-off:

1) EN1 has recently been re-engineered to handle a massive (x3) increase in traffic - why????
• why go to that expense and hassle?
• what on earth could justify that?
what if...they actually have good reason to need it
what if...Net0 could actually bring in monster amounts of new volume
Suddenly the 1 lane highway would be a hideous bottleneck - better add 3 more lanes

2) EN1 has recently organised a $46million war-chest to fund Net0 - why???
• why not $3mill - surely that's more in keeping with a microcap?
• why have over 3x your market cap in your war-chest? makes no sense???
what if...Net0 really was unbelievably popular...
what if...big players would be happy to bring big extra volume to get those terms...

3) EN1 has bought a very interesting business in Adcel - that brings with it a great new focus, gaming - and some top talent - why???
• why would Adcel want to be bought by a bunch of no-hopers???
• why would Adcel want to deploy its engineering skills across the EN1 offering???
what if...Ted and the head of Adcel actually knew what they were doing...
what if...they could see how to improve the tech...
what if...they knew how to scale the business...

4) most of the incremental improvement to revenue month by month in H2 2019 was down to better access to capital and seasonal uplift
what if...they were able to switch on big new licks of volume via integrations / Net0 / ...
its possible you could see a massive jump in revenue in any given month

5) there is a lot of upside to this story

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Thanks for starting a positive thread, the non holder downers have taken over the rest. Give them 5 mins til they find this and they will take it over too. They have there right to express but geez can they just give us one thread and they have their thread and call in downside