Ann: 1st Half FY21 Report and Accounts, page-24

The statistic that has stood out for me in the investor presentation is the customer acquisition cost as I believe this is a lead indicator for the companies bottom line and pathway to profitability. Personally I'm not fussed about profits as I prefer to see revenue growth at this stage however I know how fickle aussie investors are about this so may be a trigger point for the SP.

If they are able to continue signing on new clients, get revenue growth up around the 30-40% YOY (constant currency) whilst keeping the CAC relatively low, then it's only a matter of time before SP will be back up to where true value really should be. It's a big IF but initial indicator is positive.

AIMO