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Ann: Investor Presentation, page-12

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04/07/22

22:02

Post #: 62366887
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Originally posted by canadianaussie1: ↑

I got off the phone with management today and thought I'd share a few key points:

Gross margins - should be up around 70% for their ARR but are masked by lack of scale and higher value but lower margin one-off site enablement revenues. Used the example of $1M in enablement revenue equating to $400k in recurring.

Of the 70 IP modules they have only 7 are actual products. For example, they have a product for casino anti-fraud which they've had some interest in but it's not a priority for them at the moment.

They don't expect to have to scale staff much to reach $5M in revenue.

There are no LTIs as they believe management are hugely incentivised. $40k cash STIs are linked to gross profit as they want to make sure their products are being priced to reach profitability. This is only in the founders control so much as nothing happens without board approval.

They have 200 of their hardware boxes in CBA branches that are not currently turned on. No guarantee they win these sites but is interesting nonetheless.

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Originally posted by canadianaussie1: ↑

I got off the phone with management today and thought I'd share a few key points:

Gross margins - should be up around 70% for their ARR but are masked by lack of scale and higher value but lower margin one-off site enablement revenues. Used the example of $1M in enablement revenue equating to $400k in recurring.

Of the 70 IP modules they have only 7 are actual products. For example, they have a product for casino anti-fraud which they've had some interest in but it's not a priority for them at the moment.

They don't expect to have to scale staff much to reach $5M in revenue.

There are no LTIs as they believe management are hugely incentivised. $40k cash STIs are linked to gross profit as they want to make sure their products are being priced to reach profitability. This is only in the founders control so much as nothing happens without board approval.

They have 200 of their hardware boxes in CBA branches that are not currently turned on. No guarantee they win these sites but is interesting nonetheless.

Expand

ROC Price at posting: 9.2¢ Sentiment: Hold Disclosure: Held
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Ann: Investor Presentation, page-12

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Venture to sniff out high-grade REE targets at Jupiter project, WA

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Is oil undervalued?

GreenX picks up prospective copper project in Germany

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Investor Presentation, page-12

Top Stories

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Venture to sniff out high-grade REE targets at Jupiter project, WA

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Is oil undervalued?

GreenX picks up prospective copper project in Germany

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News