Company StrategyThe company plans to focus on its LinkUp Mobile prepaid wireless brand which benefits from its convenience store distribution partners, improving growth, profitability, and customer loyalty.
Revenue GuidanceThe company adjusted its strong 2025/26 revenue guidance to $75 – 90 million for 2025 and $225 million for 2026.
Stock ValuationThe stock is significantly undervalued especially when ACP returns are expected, and the valuation appropriately balances out the company's risks with high growth prospects and large upside opportunities.