Ann: SEQ CEO Interview - 1H18 Results & Outlook, page-3

First 3 Last

Share
Profile

Follow
septic1

734 Posts.

35

02/05/18

14:24

Post #: 32830390
Share

Originally posted by joewolf ↑

Wow a much better and well-presented snapshot of why there are hidden talents with SEQ.

Certainly, think he is better at interviews rather than presentations. Even though my research had highlighted most of that I think there are a few takeouts:

1. Revenue and deferred revenue - The impact of reach and the impact of growth will lock in future profits as the revenue is accrued over the term yet the cashflow accumulates upfront or partially upfront. So maybe the cash flow statement is almost abetter reflection of business performance. Imagine if Harvey Norman was required to defer its income over the life of the TV - lol. Big issue that at the moment is a huge positive.

2. The impact of Interprac is huge and yet we will only see 7 months this year. Hopefully, they will show an annualised impact as well with the full year presentation.

3. Critical mass - that's a real thing within these businesses. They probably need a few bolt-ons to get to the level we need.

4. Paying a dividend for a financial services company is a must and 20% to 50% is more than enough to get rated.

5. Scott Beeton is far better when he just exudes the passion as he talks rather than trying to hit keynotes on a presentation.

6. I respect the guys from Interprac and Garry Crole who was part of the Diversa turnaround so as that got swallowed up into OVH I hope they can hang onto this and keep us all in for the ride. I have topped up recently and am very happy to have done so.

7. I think the message for a grouping of financial services companies is a hard ask as they may serve the same market but have differentiation but over time the ability of the players to assist each other in servicing the market will get through. Its very like selling a professional service it really depends on your people as to what you can do. You can hire a person who can instantly add to your reach and offering.

Now I am looking forward to the full year as that will give us some guidance as to how well this is doing.

Expand

I think SEQ is well placed to benefit from trend away from banks to independents for financial advice..a trend likely to accelerate given the Royal Commission revelations.

SEQ Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

WC8

Wildcat’s PFS elicits lacklustre response

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

ASX Market Close: Index treads water as Energy stocks lead

EMD

Emyria Advances kicks off National Rollout with Avive Health Agreement

BEO

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

First 3 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 24.0¢		Change 0.000(0.00%)		Mkt cap ! $29.66M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
1	2000	25.5¢

Sellers (Offers)

Price($)	Vol.	No.
25.0¢	1200	1

View Market Depth

No.	Vol.	Price($)
1	2000	0.255
2	23264	0.250
1	4	0.245
7	77008	0.240
1	100000	0.235

Price($)	Vol.	No.
0.260	1500	1
0.265	3000	1
0.270	2000	1
0.275	2000	1
0.280	23000	2

Last trade - 16.00pm 29/07/2025 (20 minute delay)

SEQ (ASX) Chart

Day chart unavailable

Ann: SEQ CEO Interview - 1H18 Results & Outlook, page-3

Wildcat’s PFS elicits lacklustre response

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

ASX Market Close: Index treads water as Energy stocks lead

Emyria Advances kicks off National Rollout with Avive Health Agreement

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: SEQ CEO Interview - 1H18 Results & Outlook, page-3

Top Stories

Wildcat’s PFS elicits lacklustre response

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

ASX Market Close: Index treads water as Energy stocks lead

Emyria Advances kicks off National Rollout with Avive Health Agreement

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News