It's a nice side benefit that interest rates are likely at their low, and any rises mean big upside to SWF's overall profit.
But in a hopefully conservative scenario, interest rates could take 5 years to rise. In that case, they need to have a plan for the meantime, to maximize market share, diversify products offerings / revenue sources, and to profit at some point, so as to not need another raising.
The recent raising gives them 3 years runway to work all that out, if cash burn doesn't rise further from here.
The likely scenario in 1 year is that they add 40k+ more users, from 107k now. If they kept staff at the current levels (which is a lot higher than a year ago), then I'd put them at cashflow positive again at that point. That would be enough staff to be releasing features at a good speed - maybe 2 per quarter, and enough volumes/revenue to support that level of staff.
- Forums
- ASX - By Stock
- SWF
- Ann: Quarterly Activities Report and Appendix 4C
Ann: Quarterly Activities Report and Appendix 4C, page-18
-
-
- There are more pages in this discussion • 34 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SWF (ASX) to my watchlist
|
|||||
Last
13.3¢ |
Change
0.003(1.92%) |
Mkt cap ! $30.76M |
Open | High | Low | Value | Volume |
13.0¢ | 13.3¢ | 13.0¢ | $14.83K | 113.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 62149 | 13.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
13.5¢ | 229528 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 62149 | 0.130 |
1 | 51770 | 0.125 |
3 | 171811 | 0.120 |
2 | 33000 | 0.115 |
1 | 200000 | 0.110 |
Price($) | Vol. | No. |
---|---|---|
0.135 | 229528 | 9 |
0.140 | 198324 | 6 |
0.145 | 463000 | 5 |
0.150 | 398275 | 3 |
0.155 | 74000 | 1 |
Last trade - 15.58pm 09/08/2024 (20 minute delay) ? |
Featured News
SWF (ASX) Chart |