I wasn’t expecting this for another 2 weeks.
I’m encouraged by the transparency in listing an international revenue column.
10% of local revenue is a good number for the Sep quarter.
Hopefully this percentage improves to eventually reach parity.
There’s a bit more detail regarding Day Lewis, in that the pilot was tested at one store. Apps may have then been published as Model versions through TestFlight and Google Console, but perhaps a bit disingenuous to suggest the solution was live from the previous announcement. Hopefully there’s a parallel announcement from Day Lewis on their social media.
Adheris program extended. I assume this means the original $825k is extended also.
1.7M local user accounts. With all that’s coming up in other regions, this should rocket past 2M. I’d like to see another ARPU stat. They previously stated ARPU was $7-$8.
$11M cash balance. Reduced cash burn by 22%. A previous poster sold out on the presumption a CR was on the way. Can’t see that happening.
It’s usually late October/early November they host the AGM. I go just to read the room. A virtual one in December will have a different feel but hopefully between now and then there’s lots to talk about, including a higher share price.
Changing sentiment back to Buy as the international rubber is starting to hit the road.
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