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3.7¢ dubber corporation limited

@Roy2U, yes you are right that is where the cost is arising. My...

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mikebrissy

199 Posts.

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26/07/21

14:33

Post #: 54778060
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Originally posted by Roy2U: ↑

@mikebrissy, your post caused my to go back and look at the reasons why net operating cash outflow has been increasing, instead of what you would expect of a scalable business.

My conclusion is that the scalability is hidden by the rapid growth in Staff Costs and Product Manufacturing & Operating Costs, which have each grown only slightly less than the rate of Receipts from Customers, but which together greatly exceed the Receipts. I view this as a very justified investment in growth (even though it is not traditional investment onto the balance sheet).

I also have no doubt whatsoever that DUB will soon benefit from platform scalability, and demonstrate rapidly improving margins, as revenue/receipts continue to grow at >100% pa, while costs start to stabilise.

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@Roy2U, yes you are right that is where the cost is arising. My concern is that the current trend won't support an ongoing valuation of 35x Market Cap / Revenue for long. Either, ongoing cap raisings will dilute current holders or SP multiple will fall. I like DUB, but I think I'll get a better investment outcome waiting for the SP to reflect the metrics. In the meantime there are better places to put my $.

DUB Price at posting: $3.20 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last 3.7¢		Change 0.000(0.00%)		Mkt cap ! $34.14M

Open	High	Low	Value	Volume
3.7¢	3.7¢	3.7¢	$1.206K	32.60K

Buyers (Bids)

No.	Vol.	Price($)
4	94698	3.7¢

Sellers (Offers)

Price($)	Vol.	No.
3.8¢	138888	1

View Market Depth

No.	Vol.	Price($)
4	94698	0.037
1	15940	0.036
6	1570049	0.035
5	737794	0.034
1	100000	0.033

Price($)	Vol.	No.
0.038	138888	1
0.039	216190	4
0.040	281702	4
0.044	110807	1
0.045	59915	1

Last trade - 15.12pm 14/08/2024 (20 minute delay)

DUB (ASX) Chart