yes, 2. is a fair comment to all sectors.
but given the discount this has been dealt even before trump trade war, and before gfc 2.0 gathers fear momentum, this one is heads or tails on belief of delivering a paying b2b subscriber/ growth.
If this was to deliver , the swing on punters seeing a netflix in emerging market, not just a spin BS distraction, next magic trick client to save the day, etc potential to volt up imo, into a BIT 2.0 given the earnings / overheads ratio. (as was the initial attraction of low capex, high earnings potential)
The wow factor, is definitely capable of out performing the market.
The issue is, whether it is just a fairy tale, or substance. The paper boy has cried wolf too many times, and the morning paper should be on our doorstep already.
Can they deliver, past all the spin, all the dog ate my homework excuses, before they dilute the buggery out of it. I have been here since the beginning, and 3 years is 3 years too long to have excuses extenuated. That is where i am at. A free carried position, not really believing any more, but a rag tied to the mast if the wind does arrive.
Transparency. Will they ever tell you the dirty laundry ? (if there was a current issue at play)
My sig, i am the whistle blower. Keep my sig at the forefront of mind, of every thing they tell you, anywhere. It is their task to deceive, perpetuate the hope, to get the pay cheques.
TV2 Price at posting:
0.4¢ Sentiment: None Disclosure: Held
