Thanks for posting the webinar info.
Took a listen and the takeaways for me were:
- revenue down due to several million of hardware sales not being booked as they are waiting on delivery. Profit margin on hardware is about 11% so that confirms why EBIDTA was unchanged despite revenue being down.
- cash flow to increase as network buildout is complete and some rental leases are being released. He did provide an amended December cash flow graph but the future bars were now greyed out. This suggested to me that cash flow would not be as good as forecast in the graph.
- he was very keen on dividends and stated they would be in a good position to pay them because of the expected cash flows. He was almost dismissive of a 1c dividend and gave me the impression that it would be more.
Thanks for posting the webinar info.Took a listen and the...
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