RentPay, page-409

Look the RAAS update is here so everyone should have a read through,

Notable things are a more realistic RentPay growth and cash runway in terms of CR/4C options
The updated DCF valuation accommodates for an increase of SOI hence its dropped to $0.12


I'm sure we have all made projections over the last few years this is my contribution,
I have made this based on the numbers in the recent half yearly (green) and (red) if we continue growth at the historical averages

DISCLAIMER: this is purely hypothetical based on a small amount of previous data and may contain mistakes


So just to point out a few things,
The years are FY
The revenue figures are taken from the end of the period so it wont reflect the actual $ value for revenue in the period but purely as a reference for forward looking
A 156% growth in users is not sustainable ongoing but with MRI onboard I feel we could achieve it for at least a few crucial quarters coming up, so we are looking for 10,750+ users as of end of March to keep us on track
The ARPU should have a larger jump based on the new features coming this quarter but will be reflected in the 4th quarter results

Now obviously cash runway, if this growth was to play out we are hitting EBITDA positive from mid CY 2025? - We don't know our margin so this is an absolute stab in the dark, I do agree with RAAS in that we may need these options to get exercised sometime this year

Well they say the market is a flywheel, we just need our catalyst moment and we should be set for good