Thoughts on Family Zone (FZO)
Any thoughts on FZO given your interest in Dubber. Similar earning profile, and half the market cap. Kind regards, Mark B.
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Any thoughts on FZO given your interest in Dubber. Similar earning profile, and half the market cap. Kind regards, Mark B.
Hi Mark,
I have followed this $510m Australian cyber security business and met management (over Zoom) a few times while Shaw was involved in their recent capital raise. Ultimately I like the stock & story, it’s a very different business to DUB which we have a preference for given their ability to scale. FZO looks good on the charts initially targeting around 20% upside towards its previous $1 high.
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