i think this thin sim business is zero risk, on the part of equity. Worst case is that they subsidize the targeted 10 million customers at 300 meaning they will only have to spend 3 billion for the entire business model. And them having 10 million customers means that they will be transacting a lot more than this figure on a daily basis. The rest of the capital is leveraged on existing uses

On Tue, Jul 21, 2015 at 2:53 PM, Tony Likhanga via skunkworks <skunkworks@lists.my.co.ke> wrote:
On the pricing... someone raised some interesting questions :
  • What if Equity is still running pilot tests on the thin SIM thing? The 'prohibitive' cost of the thin SIM would effectively limit the 'test' traffic to manageable levels.
  • What if the pricing of the thin SIM kit is a tactical decision to try avert a possible industry backlash from other mobile operators, so as to ensure that their whole strategy does not suddenly come to cropper.
Tony.

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Best Regards,
Stephen Munguti.

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