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I agree, except on hotcopper.....

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deepvalue79

58 Posts.

14/09/17

09:13

Post #: 27205746
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Originally posted by Klue ↑

No $15mth plan fyi, $10 or $20, and yes there are lots of things that could provide the upside here over the long term, but one of my issues is the cash they raised will not last long enough to really have a good crack at what they want to do. It is make or break in the next 3 months imo.

It would be good to know the breakdown of the MRR actually, those paying $10 want barebones service and would be more likely to switch to another product, those on the $20 plan want something more than just phone alerts and as such I would assume they are more sticky clients. So a % breakdown of those two plans would provide some good insight into how many might switch to an Ai camera in the future.

@deepvalue79 one of the biggest mistakes investors can make is to assume that anyone with a negative opinion of a stock is doing them a disservice.

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I agree, except on hotcopper.....

Last edited by deepvalue79: 14/09/17

SCT Price at posting: 20.0¢ Sentiment: Buy Disclosure: Held
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