Ann: Q4 FY25 Quarterly Business Update, page-9

First 9 Last

Share
Profile

Follow
ldisley

778 Posts.

623

29/07/25

08:20

Post #: 79989053
Share

Originally posted by Jasoncopper: ↑

Pretty dissapointing IMO.

Only 2k customers added last two months in the quarter (was 327k at end April according to micro caps presentation). There's been a bump early July but atleast some of that is attributed to the Drip referalls which is a one off.

Net flows only 46m, down ffrom 60m (would've hoped some tax-year end rush from super accounts).

Super accounts really are the key do drive long-term sustainable AUM and increase ARPU, but 500-600 accounts per quarter isn't going to move the needle. Would be good to see some acceleration in this channel.Growth rate has been flat.

I still like managment, product, postiive cahsflows (for now), and the valuation, so will buy if further weakness, but it was starting to look like both a valuation AND growth story, let's hope this quarter is just a one off! And of course at any point this company could get bought out ($1+ based on recent comps), so there is upside risk there.

Expand

Q4 24 > Q125 +3,824
Q1 > Q2 +7,395
Q2 > Q3 +6,973
Q3 > Q4 +4,309
Averaging 1,800+ new accounts per month, which i think it good going given marketing strategy with increased ARPU each quarter too.

Yearly out on a few weeks in conjunction with other new product news

RZI Price at posting: 74.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

IXR

Ionic Rare Earths falls -7% as momentum slips on vague production update

HAR

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

NUZ

Neurizon inks $1.5M loan against R&D Tax Rebate

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

First 9 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 68.5¢		Change -0.025(3.52%)		Mkt cap ! $72.16M

Open	High	Low	Value	Volume
72.0¢	72.5¢	68.5¢	$57.53K	81.76K

Buyers (Bids)

No.	Vol.	Price($)
4	10798	69.5¢

Sellers (Offers)

Price($)	Vol.	No.
71.0¢	4267	1

View Market Depth

No.	Vol.	Price($)
4	10798	0.695
1	6	0.690
1	3947	0.685
2	10840	0.680
1	14814	0.675

Price($)	Vol.	No.
0.710	4267	1
0.720	10000	1
0.725	18604	2
0.730	26305	3
0.735	14270	1

Last trade - 12.50pm 30/07/2025 (20 minute delay)

RZI (ASX) Chart

Ann: Q4 FY25 Quarterly Business Update, page-9

Ionic Rare Earths falls -7% as momentum slips on vague production update

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Neurizon inks $1.5M loan against R&D Tax Rebate

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Q4 FY25 Quarterly Business Update, page-9

Top Stories

Ionic Rare Earths falls -7% as momentum slips on vague production update

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Neurizon inks $1.5M loan against R&D Tax Rebate

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News