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glutenfree

1,724 Posts.

3784

10/01/22

16:47

Post #: 58756653
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Originally posted by glutenfree: ↑

Is the company's stated ACV a rough predictor of future cash receipts from customers?

Even with an adjusted time lag of 12 months, cash receipts came in lower than expected.

The below concerns the upcoming quarterly report for the December 2021 quarter:

At a minimum expectation, the quarter's cash receipts needs to show at least ~AU$2M.

~AU$2M in cash receipts from customers would be the highest amount recorded to date.

Cash receipts higher than AU$2M will build trust in stated ACV. We may see a rerate up.

Significantly less than AU$2M may see the market put this stock in the naughty corner.

I believe that there will be ~AU$2M cash receipts in quarterly report released this month.

AU$4M+ (whilst unlikely) is possible for the quarter, and would legitimise a 12 month lag.

AU$4M+ cash receipts from customers for the December 2021 quarter? Dreamin'!

Expand

Graph was slightly off. The forecast TTM cash receipts was using an old 11 months ACV lag.

This is the new update using a Forecast TTM cash receipts with a 12 months ACV time lag:

Last edited by glutenfree: 10/01/22

3DP Price at posting: 36.0¢ Sentiment: Buy Disclosure: Held
22 Upvote

6 Great analysis

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Last 5.2¢		Change 0.001(1.96%)		Mkt cap ! $41.86M

Open	High	Low	Value	Volume
5.1¢	5.2¢	5.1¢	$12.39K	240.2K

Buyers (Bids)

No.	Vol.	Price($)
3	138375	5.1¢

Sellers (Offers)

Price($)	Vol.	No.
5.2¢	115986	5

View Market Depth

No.	Vol.	Price($)
3	138375	0.051
7	157676	0.050
2	150000	0.049
2	85000	0.048
2	180000	0.047

Price($)	Vol.	No.
0.052	115986	5
0.053	67932	2
0.054	50000	1
0.056	37733	1
0.057	19905	1

Last trade - 11.50am 17/09/2024 (20 minute delay)

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