SRT strata investment holdings plc

Ann: Indicative Acquisition Timetable, page-231

  1. 6,165 Posts.
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    @Jimmy Recard
    FYI, after some digging

    Brief comments:

    2) F.Planning industry
    ----------------------------

    i) AMP

    has *500,000 clients (aka members)
    and
    4,400 Fin.Planners in its network

    (AMP, Hillcross, Charter, iPAC, jigsaw,SMSF)
    https://www.amp.com.au/advice-careers/about-us/who-we-are

    4400/18000 = 25% of FP
    -


    ii) Intiger, latest pricing

    Standard SoA = $199 , Complex SoA , ?cost? , say $350 to $400

    http://paypersoa.com.au/?page_id=7

    vs
    AMP present S0A cost, ' $400 to $1000 , 'simple' to 'complex', approx
    (Info given by a AMP f.planner, 30 minutes ago, reluctantly)
    -


    iii) Revenue potential

    We can do the revenue maths, @$199 (round to 200), and X% of *500000

    5% = 25000 = $5m
    10% = 50000 =$10m
    20% = 100000 = $20m
    30% = 150000 = $30m

    (...i think we all get the picture ?)

    Numbers exclude Complex SoA, and other future partnerships, and other target markets ( Lenidng, Property, etc)
    -


    Summary:

    AMP f.p.network alone will keep Intiger busy and it can achieve all milelstones
    $1m, 3m, 7m, (**15m), $30m
    in next 3 years (12 quarters)
    (and MF to qualify for 4x 250m)


    *Would have preferred another **$15m milestone
    (5x 200m, $55m aggre. Npat);
    i respect MW's decision here; he is the insider; both have nego fiercely.
    MF obviously wants to gain his 3x 250m quicker, and gain control of his baby.

    MF can easily achieve M1,M2,M3 , say every 2-3 quarters
    M4 may take slightly longer, 3-4-5 quarters


    *Don't mind if MF achieves only $39m and misses $40m aggre.Npat, by $1m;
    and loses his last 250m.
    (all for fun only =)


    Dyor. Imo

    PS
    Jimmy,

    a)i have some timeframe in mind for MC, ST-MT, but this can wait=)

    hint,
    page 12, 1st para,
    mentioned by many here, few weeks ago

    http://www.asx.com.au/asxpdf/20160121/pdf/434hlkl1k7swcq.pdf

    'The answer my friend is blowing in the air...!"
    Feeling very excited here!
 
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