Mayi - I put it as the absolute last option that management have used the Q3 number for contracted backlog whilst giving a 20 October 2023 number for revenue. IMO this would be double counting a material amount of the same sales. I just cannot see management intentionally doing this given the consequences they could face. If this is what has happened, which I do not believe it is, and it was an oversight - I would expect management to very quickly issue an update clarifying. The contracted backlog and revenue are too closely linked to make an error or get creative.
IMO the far more likely scenario is the $29M I mentioned in carrying over contracted backlog is made up of multiple year SAAS subscription services. As a guess I put that number at $6m. The remainder I believe would be multiple < $5M orders.
- Forums
- ASX - By Stock
- DRO
- Ann: Quarterly Activities/Appendix 4C Cash Flow Report
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-51
-
- There are more pages in this discussion • 16 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DRO (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.24 |
Change
0.055(4.66%) |
Mkt cap ! $1.077B |
Open | High | Low | Value | Volume |
$1.18 | $1.25 | $1.16 | $13.08M | 10.80M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 5865 | $1.23 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.24 | 37064 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5865 | 1.230 |
3 | 12682 | 1.225 |
10 | 35339 | 1.220 |
1 | 10000 | 1.215 |
4 | 28589 | 1.210 |
Price($) | Vol. | No. |
---|---|---|
1.235 | 32000 | 2 |
1.240 | 13000 | 2 |
1.245 | 20561 | 5 |
1.250 | 122019 | 23 |
1.255 | 21284 | 4 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
Featured News
DRO (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online