Ann: Share Purchase Plan Offer Booklet, page-14

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Dazedandconfused

7,591 Posts.

2098

27/09/19

21:49

Post #: 40616150

Originally posted by Magwheels5 ↑

Thanks VMK thats highlighted a little error in my spreadsheet. I still see customer growth averaging 40 a 1/4 since Dec 17 ( taking out wizdom one off earlier this year ), Do you or anyone else have any ideas if customer numbers growth can increase or is the answer yes but at what cost as currently thats max capacity or is their room to increase without increasing expenses Or is that the $million question. Im looking at how quickly they can get a good slice of this market growing from 1/3% currently say to 3000 customers or 1% to 3% etc or is it more of a question of take up of their cloud technology by companies. This figures over time look good at 40 a quarter, but technolgy changes , and i also need to retire earlier appreciate your or anyone else thoughts

My growth numbers off 1/4ly's out of interest for the crowd are below so hopefully correct

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7

0 customers increase per 1/4 av arr

1 Dec-17 445

2 Mar-18 472 27

3 Jun-18 536 64

4 Sep-18 566 30

5 Dec-18 598 32

6 Mar-19 879 38 less Wizdom 243

7 Jun-19 919 40

thanks Mag Wheelie

Expand

Hi Magwheels5

I am new to this stock and more of a mining investor [with a poor track record of tech investing]... I had a look through the 4C's to see staff costs.... consistently running at $7M to $8M... so the customer acquisition numbers might correlate with that. I think the CR will allow for a more aggressive ramp up in sales personnel.
The proposed use of funds lists 'Sales and marketing resources' at the top which indicates that is the highest priority for the CR. If so I think the customer acquisition numbers should reflect that.

LVT Price at posting: 36.5¢ Sentiment: Hold Disclosure: Held

4 Upvote

0 Great analysis

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