@Jared et. al the value proposition for small business owners to switch to Equitel is already huge because of zero transaction costs by customers and direct credit to Bank account. My assumption is that I actually don't need a merchant number to accept payments etc significantly reducing barriers to entry - disruption.

A paybill no. (read Safcom) still has the advantage of an accounting front-end although Equitel could still introduce this as a value add (chargeable or not). I wonder what happens to Excise Duty or VAT for that sake...

Regarding the 600bob slim sim: Probably for puritans (iPhone heads etc) who'd much rather not by a dual-sim phone. The lower end of the pyramid is however littered with these from as cheap as 2K to quite the high-end.

Regards,

On Tue, Jul 21, 2015 at 3:13 PM, Stephen Munguti via skunkworks <skunkworks@lists.my.co.ke> wrote:

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.

+254720425104

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