My view
Expenses 19.0m ( 3M as one offs)
Revenue 9.0m
R+D Benefit 3.8m
Loss this quarter 6.2m
New customers 25
Originally I was expecting a loss of only 3-4m but the Credit raise has no doubt increase expenses but the key things to look for will be
How much of the increase expenses were one off ?
How many new customers ? What was their average spend ?
Any reasoning for the low ARR last quarter e.g were there some big sales that lagged last quarter which will make it a bumper quarter for Dec. Is the sales cycle for these bigger clients much longer and therefore expenses will increase etc
Is there a forward looking statement - if so how detailed and how informative - i think investors may need some guidance to reinvigorate their confidence rather than " strong outlook".
I think expenses greater than 15.9m that arnt one offs will be punished by the market as this was increased from 14.5m last quarter , as will a cash loss for the quarter greater than 6.5m in my opinion Be on notice this 4C could cause some volatility depending on what is delivered and what people read into it.
- Forums
- ASX - By Stock
- LVT
- 4C Expectations
4C Expectations
-
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)