This is a really good post and interesting to reflect on a couple of months down the track.
23% of $38m suggests $8.7m of deals that could have been done in the December quarter, whereas the only announcement since this presentation is for $1m in airport contracts spread over the next 3-5 years.
From the audio of recent presentations I recall* management saying that:
- they consider the "contract negotiation/committed" stage to have 90%+ probability and "client evaluation" around 60%. If correct, this equates to nearly $10m in revenue to be generated from the final stages of that pipeline.
- their plan is to hire sales staff in some markets (albeit with the ability to pace that with earnings).
- they do not intend to raise capital in the next year.
Recent price movement suggests a market consensus that this is an unrealistically optimistic picture of the business.
A good time for holders to think about whether there is any downside value e.g. contracted revenue that someone could acquire in a firesale.
*DYOR
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This is a really good post and interesting to reflect on a...
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