it’s the other way around people. as a business, you would pay to get access to a database (or exposure to) of 100’s of millions of people. Geez, businesses pay $20million for 30 second add space during half time of American football final.
doing it for free is no issue at all. In fact, easy to see competing platforms pay for the privledge in the future. Don’t look a gift horse in the mouth.
my issue remains one of strategy. There is none. No clarity. No description of cross-sell capability into ongoing active users we gain exposure to. No description on which countries are key first, and what each region’s target state or objectives should be. And gap analysis as we progress.
Jaime states he wants organic share price growth, and not driven by hot air. But all I see from him is that. vapour marketing. Hints of brands we are seeing - is hot air. Hints of “more countries” for growth. Rubbish talk that exposes conflicting brands and demonstrates zero ability to understand multi national corporate partners. Razer is losing money every year. They are dependent on Singtel.
what a shame if we host SEA, and ESH are still talking with complete ambiguity. And can’t convert. You can only claim (retrospectively) platform testing once. Where is the monthly data of users and enrolments. Be transparent. We are big kids. We get it will be a hard graft. What we are seeing is the seeding and emergence of a poor company culture. Hoping, hiding and punting, rather than being open, honest and consistent
company has got a great platform. No commercial excellence though in management. Get some quick. I mean real commercial experience. Not kids playing with toys. And dump the current consultant. Fast.
cheers pez
ESH Price at posting:
1.5¢ Sentiment: Buy Disclosure: Held
