Perfect summery! I posted my opinion a few months ago what is...

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chaddam

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11/01/19

18:58

Post #: 37094824
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Originally posted by Last of the Mohicans ↑

People closing there eyes here again I see.

@Awoonga we bought a company (Zenvia) that had turnover in CY 2017 of virtually A$13M and EBITDA of just under A$1M.

The other 2 players we know of had good growth in Brazil in CY 2018 so we should expect that Zenvia was doing the same to some degree.

I want the Zenvia data stated separately so everyone can see the wood from the trees as any normal company does in a similar situation for the 1st year of a major purchase (compared to previous revenue numbers).

The minimum figure we should be seeing for the December quarter's revenue is A$3.8 - 4M

That's made up of A$3.25M+ from Zenvia alone.

Its not growth of any kind just the maintenance of what was there before from the low margin business that it was.

So please stay away from making posts that sound like they came direct from the company (ie full of positive spin that are far removed from reality).

The fact the Q&A is being held next week and not after the quarterly figures are released tells me to be very very worried about what the revenue number is come the end of the month. Mark my words.

LOTM

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Perfect summery!
I posted my opinion a few months ago what is happening with the revenue reporting/Zanvia changeover, but it was moderated.
As you say LOTM.. open your eyes people!!
IMO.. capital raise before end of March

SYT Price at posting: 0.7¢ Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

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