Discover and read the best of Twitter Threads about #starcom

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Myles McNulty
@MylesMcNulty
#STAR #STARCOM rallying at long last!

Met with mgmt. yesterday. Hugely encouraged by recent progress.

Demand for all products rocketing - only concern is meeting demand. A good problem to have!

Partnership model (B2B) negates requirement for large investment in marketing. 1/3
A quick glance at the financials suggests that a further cash injection will be required by #STAR #STARCOM in the near term.

As big equity holders, mgmt. is very reluctant to dilute the equity base in low 1s. I believe the Co is working on debt solutions instead. 2/3
IMO #STAR #STARCOM will secure something shortly. I'm particularly impressed by the young CFO Igor Vatenmacher and think he's added much more to the board than accounting skills.

In summary: convinced STAR will become a £50m biz in the future. Have added signifantly to position.
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