UNT 5.88% 1.6¢ unith ltd

Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-42

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  1. 1,068 Posts.
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    The margin cut to the telco's is initially high, like 80% then over 6 months or so Unith's share gets bigger.
    I don't know maybe the telco's share goes down to 50-60%?
    If someone could research the correct splits - that would be great.
    We have not been given any breakdown of any metrics.
    Most apps have been out there from last September or a year so Unith should be getting their full cut by now!
    Perhaps their novelty is wearing off??
    Churn ,, yes.
    They did mention that was 20% or something along time ago. (IE: 20% cut their subscription after a month or 3)

    I don't think the metrics have been clearly stated and quite rightly almost impossible to quantify.
    Also telco's take a very long time to pay up - like two to six months after app purchase.
    (if you could imagine the app is in your Telstra bill eg: $29 per month, your bill $300, you pay $200 off your bill which was one month after your bill, was that for your calls or the app?, Thus it takes a long time for the actual metrics to come through to justify payment to Unith- That's my guess)


 
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