SEN 0.00% 2.6¢ senetas corporation limited

Ann: Notice of Annual General Meeting/Proxy Form, page-8

  1. 20,475 Posts.
    lightbulb Created with Sketch. 2023
    Risk
    it is true if not for the confidentiality clauses we would have news flow monthly . However for me at least , being someone who extrapolates the pipeline into the future and converts to revenue based on conversion rates even if we allow for slippage , I am very comfortable to sit back and wait for existing pipeline to be converted , specifically as many deals are set to close over next few weeks and months .

    The distribution partners will add further momentum remembering these have only been on board from 12 months to as little as 1 month.

    Senetas was sold down on fears on the level of operational outflow , as this reduces to zero and turns positive, it becomes a different game altogether. We can then reinvest in growth with self generating cash flows . As Andrew said to James from Petra the marketing and R & D spend for every incremental dollars falls as Votiro grows.

    I honestly don’t need any more information than what we have been told last week. Happy to wait for AGM and Feb update
 
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