What is Fair Value?, page-54

Why does everyone like NOR to the point of it frothing over 16c ?

As a tech goes it is transparent in its commercialisation in a sector with billion dollar peers. Where other tech stocks are still dreaming about commercialising .

And simply it has a tech that is disruptive - better than the billion dollar peers

It's not hard to see that it's journey is one where the scale of its potential has tangible peer basis .

The sp rot is not at all fair value presently .
Its flagship consumer product is largely de-risked . The rest of its journey on their backs is about marketing and partnering.

Many other branches to grow from this disruptive tech , founded in the worlds largest federated telco network .

Cr 8c was snapped up in 2 hrs . Did they see a big company future ?

What has changed since then ? Overwhelming download demand for android that chocked the supply bottleneck . And has been resolved so not going to be an anchor ahead of us again.

And the market had a tantrum .

Boohoo I must sell before someone else sells for less - as I am a mindless trader who bought on a chart not a fundemental valuation or understanding of the enormity of what is before us.

Better tech than Skype .

Better than what Microsoft paid 8.5 billion for.

The world wants and needs a high quality global roaming solution .

50k downloads a day from android is incredible !!!

250k/14 = 17.5 k / day from iOS is fantastic

That's 6m a year iOS.
And 18m a year from android .

(Rates returning to previous so I am ignoring the 150k chocked supply unlike the twits who sold)

Happy to hold this roller coaster - a great much to look forward to.

Who did we hire from Telstra and blackberry ? Not the photocopier boys ?