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yes Acclivity .. that qtr you highlight is the one that gave...

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Twodogs196

805 Posts.

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13/08/24

08:16

Post #: 75178510
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Originally posted by Acclivity: ↑

Also speaks of past sales that IPD reported the sale of but did not deploy the units to get monthly revenue from date of sale.
"But there are a number of units outthere that and not being deployed or not been -- or have since stopped being used"
oh I can't think of a time where there might have been a rather large sales print out of sync with the rest of the sales distribution. Hang on what about the 34 sold in 23Q4, were a number of those sold but not deployed yet. #Accounting scandal @AI101 shenanigans.
The trend was going down, a wild guess at 20 SOZO not deployed. hopefully only happened the once.

Must have come with a warning label DO NOT USE UNTIL 2025FY.

I still think that the shitty sales over the last 2 years ( 2022-2023 135 USA units ) might prove to be a boon where those 135 sales are locked into pre NCCN contracts pricing for the next few years. All future sales will now be paying higher post NCCN prices. estimate 10000-135 =9865 or 10000 -450 = 9550 units eligible for post NCCN pricing.

We already discussed the Churn a while back. My conclusion was still a net gain of SOZO bringing in revenue and if those 20 are now to be deployed the churn will be trending down.

There is a better way.
Acclivity

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yes Acclivity ..

that qtr you highlight is the one that gave them all the half year performance payouts/STI's .. you know the ones that were changed from yearly figures to half year ..

not very hard to join any dots is it ..

cheers ..

IPD Price at posting: 5.8¢ Sentiment: Buy Disclosure: Held
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yes Acclivity .. that qtr you highlight is the one that gave...

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yes Acclivity .. that qtr you highlight is the one that gave...

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