Australia's largest stock trading and investment forum Australia's #1 stock forum

BIG

Click for more information

0.00%

$2.22 big un limited

So part of that revenue is generated by non-video advertising...

First 213 Last

Share
Profile

Follow
squeef

2,533 Posts.

139

13/02/18

09:58

Post #: 31012525
Share

Originally posted by musky45 ↑

This seems far too low - let’s do some quick numbers assuming ARPU of $8000.

To collect $22.5M in cash you would need to sell 2812 Video packages.

To only be providing less than 10% of these customers their product in the same period doesn’t feel right. No wonder cash receipts outstrip expenses by such as an enormous amount. The delay between Payment for a service and incurring the expense associated with that payment must be more than half a year.

I’m bullish BIG, but that is a huge gap and it makes it awfully difficult to analyze margins on a an accrual (real) basis.

Expand

So part of that revenue is generated by non-video advertising and marketing revenue. Advertising revenue through BHA media and youbeauty.com. Sponsorship deals with ABN newswire, Marriott Hotels, British Airways, broadcasts on ANC, income generation royalties license fees across various platforms of display, big cares packages at up to 15k-20k, asx listed companies on hc.

There’s multiple streams, makes it hard to do a straight ARPU calculation. My thoughts on that anyway, someone else might have a better handle on it?

BIG Price at posting: $1.80 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

CXU

Cauldron discovers shallow uranium up to 2km at WA's Yanrey

PAR

FDA hands Paradigm Biopharma guidance to re-jig phase 3 osteo trial – or is it a delay?

ALR

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

WMG

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

ASX Market Open: Australian bourse to fall as subdued Wall Street awaits rate cut decision | September 18, 2024

There are more pages in this discussion • 190 more messages in this thread...

First 213 Last

Add BIG (ASX) to my watchlist