Thanks MJ. Your insights are always welcome.Can I ask your take...

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multibagger_007

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29/04/20

09:37

Post #: 44315959
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Originally posted by MaryJane55: ↑

If I can continue the revenue discussion here so we don't hijack the other thread...

I was thinking about this from yesterday. This was a more fair point with the acquisitions of BDP and Scheduling Plus as they are dealing with recurring revenue. I am not sure LOGO can be placed in the same category due to the type of business, installation of comms etc is not so much recurring revenue (with the exception of the data centres).

It comes down to how you think LOGO is being used. Why think that this being run as a separate business for diversification?

The company has said that LOGO is "complimentary" services in communications systems, infosec, data centres and the like. Areas which help to enable use of the core cloud software. Is it appropriate to look at it as revenue generating directly or enabling of revenue from the cloud software?

As an example, if LOGO is hosting the data servers which GSW is using for the region, how would you like this to be reported? The revenue is coming from the cloud software, but LOGO enables its operation, as they deliver a service which would otherwise be paid for externally.

Something to consider.

All IMO, DYOR

MJ

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Thanks MJ. Your insights are always welcome.

Can I ask your take on the recent share purchase by FIL to increase their holding by 6%...Surely they're not on the list of CA, right?

Sorry if this comes across as a redundant question but I'm not sure if the CA has more than one parties Or it is just one party suing GSW.

Also, would you know the worst case scenario if ASIC case goes sideways..

GSW Price at posting: 63.5¢ Sentiment: Buy Disclosure: Held
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Thanks MJ. Your insights are always welcome.Can I ask your take...

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