Welcome back to the forum friend pat_ey
Just over a week or maybe 2 till Q3 earnings update arrives. Normally it’s week 3 of the month.
I think it’ll be as follows
G&I: $7.5m
($80m per month x3 = $240m. $240m less 50% decline due to mall closures & lock downs = $120m GDV. 600bps conversion = $7.2m. round up a little due to incentive non malls business which is doing well
GPR: $29.9m
(December 2020 GDV run rate of $890m x 3 = $2,670m. 112bps margin on $2,670m = $29.9m
Vans: $3.17m
(Dec 2020 run rate of $815m x 3 = $2,445m. 13bps margin = $3.17m
Total Q3 revenue = $40.57m
Add half yearly revenue total of $95.3 and we’ll be at $135.87m. $135.87m vs Q3 2020 result of $87.1m or 55.9% growth YOY.
in the half yearly they were chugging along at $45m per quarter in revenue so let’s say they do $50m in the last quarter with economies opening they will hit mid range guidance of $185m. If we can include a quarter of sentenial then we can add circa $4-$5m.
We will also incur some costs re acquisition but this is understood and well worth it. I think if guidance is confirmed above $180m and economies are opening our share price will hover back towards $6 or low $6’s.
Anyone else got any thoughts on numbers ?
Frollo partnership, page-9
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