UNT 0.00% 1.3¢ unith ltd

Breakout begins..at 23c, page-250

  1. 1,485 Posts.
    I hear what you are saying.

    To be honest, I don't think there are any actual "growth" issues with track. It's more that the company wants to take that segment further. As per the update. Same thing as MBE build out. (Now has a $100m premium attached)
    Now the employee base is set, costs are rather fixed. So the deal signing is the hard bit.
    They then use the appropriate marketing channels for that territory and with CPA marketing, ensure that costs follow sales.

    You will notice that following build out MBE's employee costs have drastically fallen as a % of revenue. That's the idea here also. Which is why you see them pushing hard into these pro apps and new territories. This is what I mean about compounding that growth.

    Reality is we have deals flowing through every month. Now that track is under the belt, they can really go to work. So leverage of the M-payments network should excellerate from here.

    All IMO
    DYOR
    Last edited by DollarDan: 04/05/16
 
watchlist Created with Sketch. Add UNT (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.