I have spent the weekend reading back through the 'Whole Blog' again……..anyone thinking of investing should do so, I have looked at all the history people refer to regarding the infamous 'Plus SMS' and all the trivia regarding the 'Shell' VML slipped into.
I have not changed any of my views, and I would love someone to give me a valid reason to reduce my holding or stop me from buying more?
I think the lack in financial updates (contract amounts), besides from 'commercial sensitivities' is a very strategic move by the Board, they clearly have their sights on something substantial, so why would they release substantiated positive information, and have the traders only benefit by people rushing into the stock with limited supply?
Therefore my considered thoughts are that they will package all the great news at the last possible moment in order to give the Institutions, and IPO participants relevant actual and more accurately forecasted information, resulting in the desired interest in VML and providing the Capital to accelerate the deployment and ongoing signing of additional contracts to maximize their position as arguably the first mover in this space…….
This will probably mean any direct competition will have to compete using a different partnership arrangement using a different cloud….(my speculation) given the VML/Microsoft relationship, any new player will have to prove their product is probably 20% better to gain the interest of any existing clients, or prospective ones well down the sales pipeline, and further more will have to prove the reliability of their product, scalability, professionalism, etc.
VMob's time is now, and this IMHO is exactly why they need to head to the ASX. It's not about whether VML can survive longterm, it's about maximizing market penetration now!! The fact that the ROI appears to be very measurable, means decision makers will have an easier task getting board approvals, the fact it appears to have very rapid deployment capabilities, means the results are seen by companies with accelerated timelines.
Where we stand now, those that collected over the last six months, obviously feel even more confident. Those that have just recently bought, and have witnessed the behavior of the "supposed opposers of this stock, that have displayed their motivation for both talking up and down the stock?) will understand the relevance of doing further research to understand where this is all heading.
Choices, hold on to what you have, buy more if the price drops, buy at market/sell at market, wait until the next announcement and try and buy?
Please read my previous posts on tempering your approach to accumulatively stocks in general……but it is your choice at the end of the day whether you buy or not. DYOR.
Please check out the latest blog on the Vmob site, that explains what the product has to offer and it's market even better than it has previously.
http://blog.vmoblive.com/2015/03/the-thingternet/