Great post that points to many of my issues. I am trying the...

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toesen

114 Posts.

06/09/17

15:39

Post #: 27037695
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Originally posted by jaluma ↑

Toesen,

I suggest you go and do some analysis on the cash flow statements to give yourself some comfort on the BIG business model.

Look at the last 4 quarterlies, put all the operating revenue and costs into excel and compare them quarter by quarter. Compare growth in cash receipts, with relatively stable costs, particularly amongst staffing. Then project forward to the next quarterly, with the expected growth announced by the company, allowing for some small growth in outflows....see what picture it paints. Also look at the ARPU growth over the last year (where a lot of revenue growth has come from), which can best be described as up-selling to a higher end product with the same costs involved is a beautiful thing!

Coke probably got announced for 2 reasons, it was Coke so have a great profile and they brought multiple packages, which illustrates how scaleable the revenue to the BIG product is for large corporates. Soon they will be doing Enterprise type deals where we are on retainers for 12 months with some BIG corporates producing all their vids and pushing out through ABN Newswire!

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Great post that points to many of my issues. I am trying the best I can to get my head around the cash flow announcements and figure what is not in them -

The ARPU I have mentioned in another post -Q4 sales seems to have an ARPU of 11400 - and if upsales then it is great and if something else then at best unclear. I do not see proof of your interpretation of the upsellling - It could be loads of CARE packages or some payment from BA.

BIG Price at posting: $1.37 Sentiment: None Disclosure: Not Held
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Great post that points to many of my issues. I am trying the...

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