VOX.30 Jul 2019 21:03
Why are people so bothered about VOX. If a company does well, it will do because they can see an opportunity to add value within a market ....Justin won't change that and neither will we.
The key points
- new possible solution from old product
- running an app costs a lot of cash. I'm not too sure why people are banding this high margin around, it is irrelevant.
- though it may help the NHS, No contract has been signed.
- no mention of price point to the consumer has been mentioned.
- we don't actually know the new cash burn with Bleepa - its new. Historical data is great, but look at a comparitive product. What's Whatsapp's cost base?
- Current contacts are good, hopefully the sales team can deliver the next stage. However are they the same buyers that would buy a APP for the NHS.
- How will it roll out within the NHS supply chain?
- GDPR has been mentioned, does Bleepa fully comply or is sending visuals just too sensitive.
Until we have clear facts then this will not be taken up by bigger investors. All signs are positive and we've had one bad day. This is a speculative share but one that, if it delivers a good product, will deliver a good return on our investment.
The CEO seems energetic and has already come up with an alternative concept - that's what was needed and speaks volumes as to how the business culture will change from the top down.