Sorry Chakay only just seen this.
Here are my numbers both Cash and revenue.
Cash first
View attachment 880799
Cash rev growing at 40% QoQ until June then dropping to 30% (conservative)
EBITDA cash similar to your cash flow 12 times (conservative), US industry average is about 10 times but with growth 12 times is still conservative.
PE cash 20 times (conservative considering the growth)
Costs running at 63% of cash (although this should drop down to 50% with pillar 2 & 3, conservative).
And here are my revenue figures
View attachment 880841
US based on onboarding of extra 800 customers per quarter (see US update)
Aus rev = 14/21 * cash.
US revenue based on customers * ARPU of $4,500 /4 to get a quarterly figure.
