FRX 14.3% 0.8¢ flexiroam limited

Ann: Results of 2018 Annual General Meeting, page-6

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  1. 627 Posts.
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    @praetorian An interesting article in the AFR regarding eSIM here in Australia:

    https://www.copyright link/technolo...king-the-iphones-best-feature-20181004-h1697k

    It seems the implementation of eSIM by the carriers is still a while off here, and that's in an advanced, deregulated and dare I say it, competitive mobile phone market.

    The very nature of FRX's niche lends itself to being more competitive in markets that are expensive, monopolistic and less likely to implement eSIM quickly.

    I support their strategy to focus on growing revenue through subscriber & partner acquisition for the medium term, particularly if their exit strategy is to eventually be acquired by a larger player that has already developed an eSIM.
 
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