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The statistic that has stood out for me in the investor...

  1. 51 Posts.
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    The statistic that has stood out for me in the investor presentation is the customer acquisition cost as I believe this is a lead indicator for the companies bottom line and pathway to profitability. Personally I'm not fussed about profits as I prefer to see revenue growth at this stage however I know how fickle aussie investors are about this so may be a trigger point for the SP.

    If they are able to continue signing on new clients, get revenue growth up around the 30-40% YOY (constant currency) whilst keeping the CAC relatively low, then it's only a matter of time before SP will be back up to where true value really should be. It's a big IF but initial indicator is positive.
    https://hotcopper.com.au/data/attachments/2950/2950862-367ffc634343619922b0ce9871a03814.jpg
    AIMO
 
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