Best case scenario:
- Grow 40% per year up to 7m users in 7 years (saw 15m total addressable market somewhere)
- $29.10 ARPU * 7m users = $2.5b revenue
- 80% margin on subscription revenue = $2b
- Operating costs x3 of current to $1b
- After tax earnings of $600m
- MCap at 20x earnings = $12b
- Bring that MCap to today's value at 7% disount rate = $7.6b
Worst case:
In 7 years subscribers = 2.4m , mainly AUS/NZ/UK and the US is a fail
Mcap in today's value = $2.7b (same assumptions as above but operating costs stay the same)
Average of best and worst = market cap of $5.2b
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Last
$162.18 |
Change
-0.170(0.10%) |
Mkt cap ! $26.82B | |||
| Open | High | Low | Value | Volume |
| $164.70 | $164.70 | $161.87 | $67.70M | 416.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 59 | $162.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $162.50 | 201 | 1 |
View Market Depth
| Last trade - 16.10pm 12/09/2025 (20 minute delay) ? |
| XRO (ASX) Chart |