Great analysis@GARP Investor and a great call in retrospect
One thing that would be helpful for me getting conviction would be their customer retention numbers where they last reported in July 2021.
In Q1, they invested $2m in marketing to add 100 customers (pegging CAC at $20k). Customers pay just over $1k a month with 96% gross margins, putting CAC payback around 20 months… but without understanding retention, it's hard to pin down the lifetime value of those customers
I also agree with @adtwe19's view that the cross sell is key part of the story, and their acquisition of Triline should support this.
I wrote more about Ansarada on my blog here - https://www.andycrebar.com/p/mopoke-cloud-october-2021
- Forums
- ASX - By Stock
- AND
- Ansarada is one of the cheapest tech stocks on the ASX
Ansarada is one of the cheapest tech stocks on the ASX, page-10
-
-
- There are more pages in this discussion • 3 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 AND (ASX) to my watchlist
|
|||||
Last
$2.30 |
Change
0.000(0.00%) |
Mkt cap ! $205.4M |
Open | High | Low | Value | Volume |
$2.31 | $2.31 | $2.29 | $68.91K | 29.99K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 3608 | $2.29 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.31 | 2650 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3608 | 2.290 |
4 | 6174 | 2.280 |
2 | 4755 | 2.260 |
2 | 52495 | 2.250 |
1 | 38984 | 2.240 |
Price($) | Vol. | No. |
---|---|---|
2.310 | 2650 | 2 |
2.330 | 1151 | 2 |
2.350 | 7283 | 3 |
2.360 | 1000 | 1 |
2.380 | 425 | 1 |
Last trade - 12.52pm 12/07/2024 (20 minute delay) ? |
Featured News
AND (ASX) Chart |