The company has to state its strategy for its cash soon. Now that they have proven that this phase of their business plan is a smashing success - and that it's a cash machine - it begs the question: what next? There has been talk of various ways to broaden the business, and talk of a dividend, but it's not clear which of these routes they are going to take, what are the costs/rewards, etc. You just know that they are getting these questions from heavyweight funds, not just posters on IHub.
I'd like to hear them say something along the lines of 'we are accumulating cash for an acquisition of xxxxx nature', even if they do not have a specific target in mind. And they should settle the question of a dividend, one way or another. Hopefully that's what we hear in December, otherwise - ironically - shareholders are left with an uneasy feeling about the amazing cash flow they are generating.
