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Ann: Investor Presentation Q4 2023 Update, page-10

  1. GynTonic
    19 Posts.
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    30/01/24
    17:57
    Post #: 72140860
    Not sure if anyone has a theory about this. If DSE has lost a total of 91,000 low value users so far (53k in Q3 and 38k in Q4) from the South American 'legacy' partner, I would expect that the ARPU to go up in Q4. Instead, it's fallen 11cents (4.3%) i.e. from $2.57 in Q3 to $2.46 in Q4. Any ideas?
    DSE Price at posting: 27.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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