Based on my discussions with the Chairman during the roadshow UNITH was increasing the spend on advertising and bypassing the affiliates to go direct to customers, which in turn would mean HIGHER MARGINS.
I would personally be expecting an increase in revenue and obviously profitibility on those transactions based on the comments made.
Apparently there is however a lag in sales based on the advertising spend which is normal in this space when using Google adds.
I would assume this maybe explained at the Webinair.
In any event it will be ineteresting to see what is presented to the market this week.
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Ann: UNITH Q1 FY24 Investor Webinar, page-14
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