FRX 0.00% 2.4¢ flexiroam limited

Ann: Flexiroam signs agreement with Emirates, page-147

  1. 22 Posts.
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    Thanks gizard - no twitter - old school .

    For what it’s worth here’s how I see the Emirates deal for the first month .
    Assume re-stocking occurs when stock gets to 50% of original level ( 1750 ) then approx 875 units sold in roughly the first 30 days . About 30 per day from 100 planes . Assume 180 planes with no increase in passenger numbers of take up rate we get to 55 per day - worst case scenario.

    Factor in :
    increase in passenger numbers
    increased product awareness

    My best guess is by end of march quarter we are around 75 units per day ( worst case )

 
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