BTH 3.03% 16.0¢ bigtincan holdings limited

Ann: Update Revenue growth, operating outcome, customer retention, page-31

  1. 12 Posts.
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    So i've quickly chucked it up on a Spreadsheet

    The top one is using the realised revenue and the bottom one is using their MRR. Both take into account the rev from Zunos ($3M/12 [monthly]). Feel free to change the underlying assumptions highlighted in the yellow boxes and my doodad will tell you when it's revenue positive.

    In any case - using the $15.4M + $3M from Zunos BTH will be rev neutral by December if Rev growth is ~32% and op ex grows at 0%. I think it's kind of unreasonable to assume all of Zunos rev but ignore all op ex so once again i don't think December is likely.

    Note that i didn't increase Zunos CF and they may naturally grow higher than $3M but i wanted to have fewer assumptions especially because Zunos is inherently more opaque than BTH.

    Let me know what your thoughts are

    Mods - let me know if this is not allowed and feel free to delete this.
 
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