yeah, agree with all of your points above. have a similar PT and...

yeah, agree with all of your points above. have a similar PT and think there is even a remote chance they might get taken over as a online player wants to vertically integrate into online/offline. cash flow positive and growing, taking share in all their markets (bar UK which is commissioned anyway). i think their unique business model (sourcing offline contacts through online apps for dating pool) allows them to beat all the other traditional operators on cost and hence they should become the biggest player in HK/Singapore and Thailand relatively easily. Could see this pumping out a couple mil in FCF in the medium term which obviously presents massive upside. i'm in, pretty decent holding, semi-considering adding more though i just wish i could get some at 7 or 8c