Wondering how the recurring revenue is comparing against your forecast @Access2020? I think my initial calcs above had some incorrect assumptions in there. With current Aus/NZ subs, we must be getting about $350k in ARR from our market. This is based on the projection that 15k subs in our territories is worth $1.5m in Operating Profit to us. So must mean about half our ARR is coming from our tiny share 15% of North American revenue. We should have 5k subs by end of this quarter, but hard to see us getting to 15k subs by end of FY23 as forecast.
BCC Price at posting:
26.5¢ Sentiment: Hold Disclosure: Held
