We all need to consider that MRR does not necessarily equal receipts in. That is, if the company states they have 200k MRR for 3 months, do not expect 600k purely from this stream to come in via cash as it is what is contracted and not what has been transitioned into delivery at that point in time. It is my understanding that the receipts incoming will consist of:
1. MRR (largest proportion at this stage)
2. Usage Based (growing rapidly) and agree with Jaymarket I would hope be growing more than 200% for this quarter only and tapering off over coming quarters in terms of % growth. In my original model I only had 30% quarter on quarter before meeting CEO and rereading announcements.
3. Integration costs for new customers which will vary on time of yea and what is occuring. I would expect this to be high for last quarter
Unfortunately the receipts component is not broken down and as such we can only take intelligent guesses. I am still more than a half glass full with this one.
- Forums
- ASX - By Stock
- VFX
- All Time Low
All Time Low, page-16
-
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add VFX (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.4¢ |
Change
-0.001(20.0%) |
Mkt cap ! $11.67M |
Open | High | Low | Value | Volume |
0.5¢ | 0.5¢ | 0.4¢ | $6.821K | 1.680M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 1282844 | 0.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.5¢ | 1000000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 1282844 | 0.004 |
9 | 9072918 | 0.003 |
2 | 950000 | 0.002 |
2 | 1200000 | 0.001 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.005 | 1000000 | 1 |
0.006 | 2662336 | 4 |
0.007 | 1327861 | 4 |
0.008 | 843079 | 1 |
0.009 | 1000000 | 1 |
Last trade - 15.21pm 01/10/2024 (20 minute delay) ? |
Featured News
VFX (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
Previous Video
Next Video
SPONSORED BY The Market Online