Thanks for the summary and sharing thoughts on the session.
I am not all that tech savy so battling to get my head around acronyms, terms, and how the FRX business comes together from a $ generation point of view. The transparency on breakeven numbers is good, the numbers they have shown, the slide 13, 83k customers to break even for YTD and above mentioned 16,000 travel customers in 18 months to break even. To my mind these seem like rookie numbers from a traveller / sim count / data generation point of view. I would have thought once the wave starts the perpetual generation of users and accounts would be astronomical and the increase in user numbers would be in the '000 of % qtr to qtr. Am I right in this thinking? These arent hugely difficult numebrs to achive once travel opens up a bit more and the word spreads?
And if so what a ride we have ahead of us. 5c.. lol.
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