Dubber.Dubber.Do., page-3754

Two key things to look for this quarter:

1 - Number of new subscribers. This will be the first quarter where we see the impact of the Cisco price list on user numbers. As Steve has mentioned recently, there is an on boarding process post the order being placed, so those should start to feed through now. I would like to see at least 80,000 and I think we would need those sort of figures to maintain the share price. Any more we would start to see some upward momentum.

2 - Cash receipts. These are the key this quarter. Have been delayed for 2 - 3 quarters now with various reasons given. Significant cash didn’t eventuate last quarter after it was supposed to, and they’ve now highlighted they’re expecting it this quarter. If this doesn’t eventuate, I think you’ll get sh losing confidence and considering the likelihood of some of that being written off too bad debts. IMO, any further delay in cash receipts that have been flagged as expected and this will come under significant pressure. It’s the elephant in the room.

just my thoughts