@Stweeve Just had a couple questions on SKF I was hoping I could get your views on.
1. Are you confident they will able to monetize the data they are collecting? Only really FB and GOOG have been able to do this thus far, at the moment it is largely a longer term ambition.
2. As a follow up to 1, whats your view on the grey area whereby Westfield (as an example) actually own the data collected through SKF's platform, not SKF, and therefor the rights to monetize that data.
3. I'm assuming you are fairly optimistic on revenue growth over the next few years since when fully diluted (with performance shares) its already capped at around $40m?
Thanks for your thoughts.
SKF Price at posting:
18.0¢ Sentiment: None Disclosure: Not Held