So correct me if I am wrong but you are stating that, growth in the US is bad because it costs lots and the company does not recuperate this outlay for at least 5-7 months therefore wasting all the cash flow positive benefits from AUS but then the company also has a problem because in AUS they collect the money upfront creating a accountancy problem called deferred revenue, therefore the company is unprofitable on both fronts.
I had a few to drink but F**K what are you smoking.
I think they are doing a sterling job with their "Cash flow Management" was it $5M in the black last quarter and Cash flow positive internationally (not including AUS ie more money coming in than going out both outside AUS and definitely within AUS, better than a lot of other companies that are the other way round), if this continues for the next 2 years as I expect then they are still going to be Cash Flow Positive! (they may not be profitable, but just imagine the growth rate required to make it unprofitable!!)
Take me to your dealer!!!!
BIG Price at posting:
$3.55 Sentiment: Buy Disclosure: Held
