I am a bit harsh suggesting VHT should be at US$390M. However 27% of that figure is what investors expected after acquiring MRS (US$105M).
US$13.5M vs $US105M.
We failed due to one measure, ARPU. The US$10 figure never transpired and we saw US$1.22 after significant churn and lack of cross-selling opportunities. Such a misrepresentation. How can we expect any different with CRA? More likely that ARPU will drop to $1, than $10 ever being achieved.
It is so simple to praise management, but they are taking you for a bumpy ride. This ride is a constant dilution journey.
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