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20/04/17
18:44
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Originally posted by Gusman1974
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I think you are a little optimistic here, the 36K clients of BHA are just contacts, they are not all looking to upgrade their advertising to video IMO (although it would be nice if they did), even then you need to consider how many clients they can manage at a time (around 200 per week based on number of videos uploaded per week, that would take 3 years to service them all at current rates).
I think there must have been a few traders buying yesterday waiting for the company to overdeliver again and sell on announcement, hopefully some new interest will come in now there is some serious cash flow coming in.
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Fair point, may have been over optimistic about the 36K.
Assuming 10% are true prospects, that's still $7.5M ACV