I too would like to see what thian1 has put together, his post was rated a 5 so there must be interest in reading what he has to say. Please post it up thian1
Sorry that I was unable to post my version of the financials this long weekend as I promised. I received the necessary information this morning but I cannot post it because of a long explanation. It is totally opposed to CabbieJBJ's position (and I thank him for his effort and analysis) and Kevin987 view.
I have a few meetings and I hope that I will be able to post before close of market as I have gotten the breakdown of financials (re the JV with Poynt HK (Poynt Asia)). Nevertheless I will give the board the "up and up" today.
The financials projections from China is better that expected. The breakdown is already factored in with the discount of Poynt's 60% economic interest to 49% of subscription revenues. The formula is not all that complex and will be very easy to follow.
Later guys and have a great day!