Actually while I was shocked to see confidence in JW written as a reason to buy MOBL in that MM update, I lost ALL respect for him a couple of paragraphs earlier, when he stated that only Kite Broadband has been sold, and that Muni-wifi is still with MOBL.
Admittedly MOBL potentially still has some share of Kite upside (through its investment in Gobility), but it's clear from the phrasing that that's not what he meant!
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