To knicksmanKnicks can you please help me. I have tried calling the company 6 times to learn more about the company. I have left messages with Jason Allen, and their sales rep's hoping they'd be willing to have a brief chat with me, and no one has called me back. I have never been ignored like this before when trying to get in contact with a company's IR, much less their sales division when I could be a potential client. Quite frustrated about this.
Anyway, my questions:
1. Whose sales are VFX displacing? Surely someone else must be already providing wholesale VOIP. Or what value-add do they provide to their customers that have prompted carriers to switch to them?
2. How much more can they continue to grow? What are possible impediments to growth?
3. What is their trade secret or competitive advantage that protects their business? What stops someone else from doing this and undercutting them by a small margin and stealing their business?
4. What are the margins on wholesale VOIP? It looks like it is between 5% - 7%.
5. What sorts of economies of scale will they realize for new customers? Are there incremental costs, or do they just plug the customer into their system, and their system does the rest? I.e. is their a higher margin as their customer base grows?
6. Is Skype the same thing as VOIP? If not, do more people skyping or whats app'ing pose a significant business risk as these services grow?
7. Why would a successful company ignore a shareholder / a potential customer (I left a very generic message with the sales division, it's not unreasonable to believe I could be a potential customer).
Thank you.