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Lindo

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07/10/20

21:01

Post #: 47924083
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Originally posted by shioshin90: ↑

Hey Shammy,

Its hard to really put a number on how much they charge each client besides the original contract value they report. Using FMG as an example could give some guidance. From memory, they invoice FMG for over $1m a year and from the interviews, this is still growing. So clients like RIO, Newcrest or similar size, it wouldn't be too much to expect around $1m per year (at least) if they do their job right.

K2F had $1.8m of revenue last quarter, and in an interview they said their SaaS revenue is about 50%-60% of total revenue. So you're looking at around $900k-$1m of quarterly SaaS revenue. FMG being $1m a year which equals $250k a quarter, all the other clients they have are splitting the rest of the $750k. As you can see, huge upside to be secured in the future.

The oil and gas industry has also been mentioned in the last few interviews, although they have said they aren't looking at that yet but will do in the near future. I think they're really focusing on the tailing side of things at the moment.

There's a lot to look forward to, I'm in it hoping they can do what they have set out to do. The big picture they've drawn isn't like most other micro caps saying ie. we are in a $60 billion industry blah blah. K2F's plan has substance and they have actual steps that they are making to get to that goal.

Good luck to all

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ESG factors are vital importance to the financial performance of all companies , tailings dams are an issue for all companies involved in extractive industries,, best ESG australian companies ,CSL, BEACH ENERGY, SANTOS, WOODSIDE, of the top 4 ,3 are in oil and gas , K2F management are looking at all 3 esg , tailings ,oil and gas.
Another factor is pricing , k2f are beleivers in SAAS many of the initial contracts are small ,but guess what we are in the front door, as lot of the SAAS contracts are 3 years plus

K2F Price at posting: 36.0¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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