Ann: Syntonic Presentation at TechKnow Invest Roadshow-PSF.AX, page-139

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golfbravo

840 Posts.

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06/04/16

09:49

Post #: 17432400
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Originally posted by aaronsaunders ↑

Now that we have that little extra information from the presentation, we can in fact start to piece together some revenue forecasts. Like I and others have been saying, potential here is gigantic. Share price today does not reflect market cap in anyway or information contained within presentation, quite simply - market was horrible today!

Freeway example for Indonesia, I would guess:

a) Mobile Operator License
> $500k(ish) x4 Telcos = $2mil pa

b) Mobile Operator Net Sponsored Data ~20%.
> Each user anticipated to use 2.8Gb of sponsored data
> Charge out in Australia per Gb is $10 from Telstra to retailers. To sponsors, they might charge say 50% of this.
> $10x 50% = $5 x 2.8 = $14 PER USER
> Syntonic gets ~20% of this. $2.8 PER USER
> $210mil JUST from Indonesia

c) Content Sponsor Transaction commission
> US $8.2b in mobile ecommerce
> Let's say same in Indonesia
> Take 1% of commerce as a conservative = $82.3mil
> And 10% commission on this = $8.23mil

d) Content Sponsor Affiliate fees
> Average of $3 per download
> Market share capture 1%
> 45 mil downloads per day (i'd say worldwide)
> Indonesia has 250mil population, 7.125bil in world. So 3.5% of world population
> 1% * 45mil * 365days * $3 * 3.5%= $492.75mil = $17.2mil

TOTAL Revenue (very conservative) for Indonesia JUST for Freeway Application: $237.43mil

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This is certainly conservative and from Chads post including this I am very happy sitting back on this one.

Yesterdays action I believe is someone just lapping up as much as possible. I would I have if I had the coin

SYT Price at posting: 3.3¢ Sentiment: Hold Disclosure: Held
3 Upvote

0 Great analysis

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Ann: Syntonic Presentation at TechKnow Invest Roadshow-PSF.AX, page-139

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