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Ann: New SME Pricing, page-36

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bernsta

4,390 Posts.

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19/03/16

19:57

Post #: 17319344
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Originally posted by nine lives ↑

Chris, as for competition as far as I am aware Velpic is the only platform that allows you to create content within the platform. This is a point that Velpic really highlights in their presentations. Other platforms, and there are many and not just the RFN platform, all seem to fall silent in regards to how content is created. This because third party software must first be used to create content before loading it up onto the LMS platform. That being the case I would respectfully suggest that it would be RFN who will be the ones lost in wilderness and not VPC because RFN are not bringing a point of difference to the market beyond what is already available. Why should companies give up their current LMS platforms in favour of RFN when RFN offers nothing different to what they already have?? VPC on the other hand offers the ability to create video content within the platform. VPC is truly next generation. With VPC all you need is a browser and away you go.

Secondly, Bern is correct that you are looking at distorted figured for a part quarter that included a one off costs that one would expect at the time of listing. If figures from Ballieu's report are to be believed the quarterly cash burn should be about 1.2 mill and based on what we already know is happening revenue should be about 600k. So VPC is half way to break even.

However you do have one point that I must now concede. Upon reading the last Ballieu report a bit of wind has been taken out of my sails. I would encourage my fellow posters to bring up both the first and second Ballieu reports and put them side by side and look at the table of figures to do with projected earnings. This shows that Ballieu have substantially downgraded their forecasts for earnings and particularly so for 2016. And in the first report there was talk of 20% month on month growth but now we hear figures of 14% month on month. I did have some quiet reservations when the new clients weren't racing in the door as one might expect for 20% month on month but was happy to put that down to BDM's finding their feet.....but the new Ballieu numbers are not making me sleep well. This is not to say that VPC won't make it as a company but just that the risk of a second round of capital has now heightened. I hope that isn't the case as capital has suddenly become harder to come by. But a lot can still happen. BDMs are in place and the pace of new client signings may pick up and who knows what good fortune awaits when the SME version hits the market. All is not lost by a long shot but I have to be honest and say that I could find little to fret about until that last Ballieu report and it has certainly given me cause for some minor discomfort.

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The report does not concern me at all. They are working off unknown data. We haven't had a full 3 months yet, the March quarter won't even be a full 3 months as january is a write off imo.

Also don't forget Russell only announced clients we would relate to. There were plenty more not announced. How on earth did they conclude 15%?

Saw absolutely no point to that report at all given time frames. All guess work for the sake of a report imo.

VPC Price at posting: 5.9¢ Sentiment: Buy Disclosure: Held
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