Bigdish Share Price (DISH)

I reckon that because there`s so much going on behind the scenes....and therefore should be getting plenty of news flow, that by the time they release the Annual Report it will not only be largely irrelevant due to being `out of date`, but the share price will be a good bit higher anyway, so any negative reaction will be bought into quickly at a higher price than todays.

Spot on Mart. Get it out of the way, then the only way is up. hopefully.

I'd be surprised if it was as long as the end of September. One thing holding back the share price was the prospect of a placing. That's gone now which is superb. Another was Ronaldtrump, and now hes gone too (just a joke Ronald!). The other is the annual report.

The cost income ratio is always going to look unattractive for any tech start up as you have a disproportionately high percentage of the fixed costs that you'll ultimately have for running the full fat business. But only receive a tiny percentage of the income you'll eventually generate. And all the multi hundred million and billion plus cap tech companies out there now would have experienced the same at such an early stage.

Dish is (IMO) a win win (customer and restaurant) intermediary model though that that should be able to scale up without adding much expense. I think Aidan has said a couple of times max 30 employees needed in future and many of those in Manila.

So I personally would like to get the AR out of the way so the SP had nothing else hanging over it, as after that should be positive newsflow all the way. Theres a lot of hard work going on and you can tell they have really thought about newsflow and how they can engage with the market. Just feels like any momentum will have a handbrake on it in the meantime so would rather have a clean run at it with the SP. However just my view for what its worth, ultimately up to Aidan and the team. I do think they will have been quite prudent though on the cash burn.

This is the first win win company I have been in. The market expects bad results so maybe waiting before they get in. Either way bad or good will be a buying opportunity and if you wait until the end of Sept you will be buying at a higher price.

Clear runway.