"Spooky"
Trick
@rlj spooky numbers between 300 to 400 more USA sales which is also the number of SOZO waiting for a home.
900USA units x 2000 per month x 12 months + 30%AUD =28M AUD
Churn beats USA sales again
Now we know there is less probability of the presented 100M revenue option for Xmas25.
The only catalyst is sales
In the meantime If I heard correct, we have 10 personal practicing selling 1.9 units a quarter. I really need to hear a few more times/read transcripts when they become available, it is a bit amusing to me that a client approaches IPD and asks for units and pays $2500 from the get-go for the key state of Michigan. Luckily the clients are asking. Maybe it's going to be an onboarding process rather than a sales team hunting sales once coverage is achieved per each state. Is the sales model now obsolete?
For the gentlemen that asked about renal, they will get to it but more importantly need to get cash flow happening as soon as possible to enable these activities to re-commence, it's a petty the last board that raised capital for that purpose did not have a plan to follow it.
I need more time to take in what was said, in line with expectation although I thought sales would be better. You know the 1 to 3 increase that was mentioned last conference call.
Treat
There is 30M in the bank earning 5% for the rest of the FY24 year. Earning's will be up by $1-1.5M
Kind regards
Dusty Springfield (version)
