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Ann: Section 708A Cleansing Notice and Appendix 2A, page-14

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  1. 2,467 Posts.
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    Yes awesome. I think we expected unfortunately and now our balls are being pounded by a hot boxer. Genuinely Mesmerising!.

    So for my own sanity I answered my own question. Is the adrevenue index (currently ~70's) correlated with en1 receipts? Not sure if anyone else has?. Here's a chart. Some thoughts. It wasn't correlated up until Oct 19 but has been since (pretty well). Perhaps due to new integrations, there were loads end 2019 maybe more broad exposure as revenue grew increased linkage.

    Some lagging eg revenue overshot the index as covid hit and has lagged the uplift (a bit suss same rev 2x in a row as index rose). So if the correlation is decent then Jun 20 rev should be in the realm of $2.2m (for arguments sake only). At 45% GP this is ~$1m and at $0.6m (reduced) overheads should be around a $0.4m EBITDA for June. Please advise any errors in logic.

    https://hotcopper.com.au/data/attachments/2234/2234833-66b7a1c99587bf2e3f7f326a2ec6abd3.jpg
    https://hotcopper.com.au/data/attachments/2234/2234838-cf118895a2017216969bc4f625d9c142.jpg

 
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