the presentation by Chris this morning was ok, nothing new or exciting and to be honest a little boring. In his defence it is hard to be captivating in a zoom style presentation.
the new investor presentation visually looks good but again nothing new. the fact they have gone from talking about revenue per car per month of $290-310 and now talk about gross margin of $117 is interesting. is that change in reporting due to investor feedback ?
the presentation this morning hung on our competitive advantage being 10 years in the business but the partnership talk mentioning all the usual names of racv, turners, Hyundai etc sound good but we know they haven't delivered any revenue growth.
At $117 per car per month we really need to get cracking on car volumes, 300 cars does not cut it after two years of business.
anyone else watch this morning, thoughts?
CL8 Price at posting:
14.0¢ Sentiment: Hold Disclosure: Held
