Ann: Half Year Results - Invitation to Webinar, page-41

Just re watched the webinar, I'm happy to be in rather than waiting on the sidelines as I am sure there will be a few market sensitive announcements incoming.



I have been waiting for Crypto as a form of payment, I can see it creating a few headlines.



ISP - There is currently two being advertised on the search portal, Optus and Dodo so I can imagine a similar win/win/win deal like the AGL
AGL saves money by paying RNT to find the new customers and RNT keep some and pass some onto the end user.
Why not set up a similar deal with one of them.

Mortgages - It looks like https://tictoc.com.au/ are advertised and Greg hinted at them during question time, its nice to see finance tech teaming up with finance tech, brick and mortar business are expensive and old fashioned.
The data RNT have will be essential for finding and vetting home loan applicants.

Moving services was also mentioned in slide 8


Advertising
There is airlines, hotels and insurance being advertised, these are all things related to moving which is great and its nice to see these big players happy to advertise on the search portal.

RentPay adding 500 customers a month, on boarding 2 or 3 agents a week "they are coming to us" this is great when you couple it with

We should see significant growth in the next quarterly and if not we have been blatantly lied to.



Capital looks like we are good for the rest of the CY but was verbally mentioned that an acquisition could happen to acquire some missing tech that is essential but Greg is also looking to partner for it.


The state borders are open as is the country, there is no more Covid excuses now

$20m market cap, I think everything going on is on par with this but I have a high risk vs reward tolerance.

Just my opinions.