Taking profits, free carrying when there is a substantial rise, is just good practice, to hedge against the unknown.
So did you believe at the time, that K2u was a ready to go product ? with low hub requirements. And on peer basis, could have by earnings taken us into multiple hundreds of millions, mc. We had reached 100m mc, and the upside was still evident if K2u delivered. The margins x market share take from established peers, via a better discounted product? I dont recall the exact figures, but the peer achieved a growth of multiples of 100m .
And yet it was effectively abandoned.
WHat was not explained ?
And do you believe in the present, or at any other stage , that the razzle dazzle option, of tv2 was ready to go. ?
The need for the Divan tech alliance was evident of a potential shop front only in our tech. That we needed their tech guys to complete our product ?
Why are we continuing to discover, that our content is on thin ice ? So why ? why do we have these delays, where there are issues around content ? Are we ready to go now ? or is there still something missing ? we circumvented some hub infrastructure requirements with Amazon at one point.
Show us the B2B subscribers. Or do we discover in another 6 months, that XYZ was not licenced, or some other tootie fruity for tech not capable. While the World cup demo, is a good footing, are we confident, any of our partners can complete the delivery into the lounge rooms, or mobiles to paying subscribers?
One thing we must learn, is just because the company says one thing, doesnt make it the full gambit of reality behind the curtains of why and why not.
Did they have a Fake it until you make it mantra ? or not. Yes or no. ?
Subscriber numbers are the truth test for this kind of tech. As is the drill bit, for an explorer.
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