RE: Chill...28 Jun 2021 21:13
agree with that Djp57.im pleased the results have been absorbed by the market with complete equanimity. of course there were no surprises and nothing revelatory,but nevertheless in a world of common over expectation,it would not have surprised me to see a negative reaction.nothing in the figures as such seems to require any particular comment .as to the commentaries, the launch date does seem to have gone back a bit, which sits a little oddly with the accelerated N&G schedule, but if it means they have more time to iron out any niggles etc,then I'm comfortable with that.the other points for me were the references to a competitive field of multi national suitors,vying to acquire. of course this may just be a puff, but they have put it in black and white so have to accept it as accurate. perhaps my concern that melody overpaid is misplaced. also the reference to being in discussions with several new telcos and expecting to conclude several agreements ahead of launch is encouraging.you would have to assume that there will be a US one in the mix,although just speculation.pleased to see confirmation that lansing davis expected to be appointed to board very soon.will be glad when this happens.also noted reference to N&G retaining the vast majority of their shares.formal confirmation of their holding would be good and is due by now really,if the trigger date was the 16th.we shall see. also looking forward to details of the media campaign and 3rd party marketing deals,whatever that means.