Ann: Q4 FY25 Quarterly Business Update, page-9

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ldisley

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29/07/25

08:20

Post #: 79989053
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Originally posted by Jasoncopper: ↑

Pretty dissapointing IMO.

Only 2k customers added last two months in the quarter (was 327k at end April according to micro caps presentation). There's been a bump early July but atleast some of that is attributed to the Drip referalls which is a one off.

Net flows only 46m, down ffrom 60m (would've hoped some tax-year end rush from super accounts).

Super accounts really are the key do drive long-term sustainable AUM and increase ARPU, but 500-600 accounts per quarter isn't going to move the needle. Would be good to see some acceleration in this channel.Growth rate has been flat.

I still like managment, product, postiive cahsflows (for now), and the valuation, so will buy if further weakness, but it was starting to look like both a valuation AND growth story, let's hope this quarter is just a one off! And of course at any point this company could get bought out ($1+ based on recent comps), so there is upside risk there.

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Q4 24 > Q125 +3,824
Q1 > Q2 +7,395
Q2 > Q3 +6,973
Q3 > Q4 +4,309
Averaging 1,800+ new accounts per month, which i think it good going given marketing strategy with increased ARPU each quarter too.

Yearly out on a few weeks in conjunction with other new product news

RZI Price at posting: 74.0¢ Sentiment: Buy Disclosure: Held
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Ann: Q4 FY25 Quarterly Business Update, page-9

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Ann: Q4 FY25 Quarterly Business Update, page-9

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