ATV 0.00% 5.0¢ activeport group ltd

@Paccman, you are clearly all over this story...I have been...

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  1. 233 Posts.
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    @Paccman, you are clearly all over this story...I have been watching for a while a bought around June-30.

    Clearly the Radian Arc deal metrics announced April 2022 are still somewhat relevant based on your comments that around $1m per annum is being earned by ATV (I am always sceptical of these types of announcements).
    Would you know how many systems are 'live' (vs deployed) currently? Is deployed a guarantee to go live in the future? If so how many deployed?
    I have an ATV presentation assuming (11) systems (352 vGPU's) to deliver $846k for the software component over the contract period when first announced ($8.5m value).
    I also have an old Radian Arc presentation that had some pretty wild assumptions around the number of servers deployed into FY24.
    Have their been any impediments that have slowed the deployment of such severs (AI capability/funding etc).

    I think it would be useful for ATV to call out the one-off license fees and report an ARR like most SaaS/Tech companies.....
 
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