Some comments to the 70% assumption for H1 FY22 - As per...

Some comments to the 70% assumption for H1 FY22

- As per previous post I believe the order numbers have gone up in increments of 1 and therefore from 27-Jul to 22-Aug there has been ~500k units sold. The question is what is the average sales price. As for my two unit bought the total value was $128 or $64 / unit. Assumption sales prices below have been based on ATV, ATV x 20% reduction and ATV x 40% reduction. Either way it was a good start to the FY22 sales year.

- High - $54 x 500k units = 27m
- Medium - $43.2 x 500k units = 21.6m
- Low - $32.5 x 500k units = 16.2m

- Also note even though I was a shareholder this was my first order (and now a member), customer service was slick, professional, notification was provided that due to heavy online orders deliveries would be delayed up to 10 working days. I will be ordering again (replacement oils) and xmas gifts in the near future.
- Melbourne and Sydney being in lockdown, I think it was reasonable that orders boomed as lockdown started and now have returned to normal again hence the large quantity of online orders from Jul to Aug
-During lockdowns many people are still working such as myself, money has been piling up because there is nothing to spend it on other than amazon, ebay and dusk. The country is locked down and international travel will not re-open to at least 2023 (for Australians anyway). Therefore online orders should continue to break records especially around Xmas time. For Melbourne and Sydney lockdowns will continue for the near future and ever time there is a breakout (which on current standards occurs every month or two) the lockdowns will return which is a positive for Dusk.

So for H1 FY22, I dont see why revenue could not be +/- 10% of H1 FY21 due to the current state of play in Australia with lockdowns (people spending more time at home), excess build up of cash for people lucky to still be working and nothing to spend there money on.

Expecting some clarity on this Friday, at least how sales have been progressing for July & Aug and still expecting the common response off "due to COVID we cant give shareholders any forecast for H1 Fy22 revenue guidance.