Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-65

  1. 417 Posts.
    lightbulb Created with Sketch. 197
    The line item "Product Manufacturing & Operating Costs" is supposed to be the AWS / Cloud costs to provide services.

    We've repeatedly heard about "90% margin" for this business, but the cloud costs have regularly been ~30% of the revenue numbers. Of course, margin also needs to account for sales, support, any operational overhead, etc.

    It would be great to see some breakeven analysis, but I would expect we only see revenue exceed costs at a $20m+ run rate. Which would take us back a few years...
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
4.3¢
Change
-0.001(2.27%)
Mkt cap ! $34.61M
Open High Low Value Volume
4.5¢ 4.5¢ 4.2¢ $26.64K 599.6K

Buyers (Bids)

No. Vol. Price($)
3 260000 4.2¢
 

Sellers (Offers)

Price($) Vol. No.
4.5¢ 134527 2
View Market Depth
Last trade - 16.10pm 24/06/2025 (20 minute delay) ?
3DP (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.