Agree Vijay. But the risk may be that although the opportunity size is large, there may be many more other players (after getting due licence etc. ofcourse) who may jump into this business and destroy the pricing power/oligopoly of the market. If the new entrant is with deep pockets and better technology it may even bring cupid to knees. Any thoughts on how cupid will be able to sustain or protect moat around it for next 10 years would be welcome.
Disc.: Tracking closely
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