if that’s the case then if they “keep spending constant” then assuming they kept their 2018 budget of $27 million, they would’ve accumulated ARR of $11 million ($7 million less). Even if we use their current CAC of $3.33, they would be sitting at $13 million ($5 million less).
You’ve called this a dumb investment based on holding shares for 6 months..... I’ve had cultured yoghurt that have lasted longer than that.
If if we assume a customer lifespan of 5 years, then you’ve essentially put the company out of potentially $25 million revenue minimum. “Keep spending constant” the next year...another 25 mil....year after that 25 mil. The money they don’t spend on building ARR now will cap their future growth potential. But hey, what do I know, it’s not like I’ve successfully made a fortune off investing in overseas SAAS companies.
DYOR - do your own research
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Ann: Appendix 4E - Preliminary Final Report, page-65
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