I know you asked ah0024 but my 2 cents would be no not this quarter for the $100k in SaaS fees from Capricorn because there has been no announcement of completion of the previous milestone required that triggers the next phase.
Even if completed on time it was scheduled for completion in September so there would not have been an invoice issued and paid this quarter anyway, it would kick in once the invoice was process which would most likely have been in October.
Also the pilot on eBev 100 siters has not been announced so that may see an uptick of say 25-30 more sites but still not the full 100 sites which was used previously to discuss a range of possible revenue guidelines.
Happy to be wrong when the report gets released but I'm thinking an increase of somewhere between 16 and 22% based on organic growth and roll out of some additional eBev and CC stuff but Capricorn (and Agri-chain) appear to be further delayed. Isay further delayed because the orignal timeline for DSD was not Q1 2024 - 25 financial year, this was the rebaselined timeframe.
Next quarter I guess.......time will tell
I just hope enough people start remembering the missed milestones (even the rebaselined ones) when the AGM comes up along with the options wanted by the board for voting on, oh that and the 25% payrise they gave themselves in March.
SPX Price at posting:
1.1¢ Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)