RE: Up to 6 years27 Feb 2024 12:10
I totally agree with that sentiment, but don't agree with your analysis of TM1 being one of those bad actors. Why have the CLN provider not converted today? Because they are gambling on the SP being higher in the not to distant future, they still get to use the same VWAP and will make a tidy profit if correct. Why do they think that, the same reason us investors have, the TFS will come, the customer, reportedly a big name will be announced, and revenues will go up significantly, queue more deals, rto etc and this all becomes a distant memory, and for the bold an excellent buying opportunity. Hence my payday top up!