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Ann: AllMyTribe App Recurring Revenue Surges, page-95

  1. 11,400 Posts.
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    To be honest, I hope you're right, and I'm definitely not looking for any 'I told you so' or 'you said this' moment, just discussing a different way to look at things.

    As for management guidance, I always prefer they are conservative, but they may have calculated these numbers the same as they calculated the same numbers the year before, and previously they met them or exceeded them, but coming off a bigger base is a harder challenge than they may have foreseen, or conditions may be different in terms of disposable income etc.

    I wouldn't pin 90k on the management as a hard line, if they get even close I'll be a very happy man. I also agree with you that this company should be worth more, and thus why I'm invested here (and quite heavily for my spec profile also).

    @jlo2012 - first off, just saw your profile photo, good luck this weekend! I'm rooting for the 49ers also (patriots are out) so go Jimmy G.

    As for revenue, I predicted above 5million, but not more than 6million. This would be a great deal more than 25% YoY, as 1H FY2019 was only 2.7million revenue, see snip below. 6 Million revenue for the half would be >100% increase YoY. 8million is nearly 200% YoY growth.

    https://hotcopper.com.au/data/attachments/1951/1951614-89423c48bb19b365bca23eee2d29065b.jpg

 
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