I certainly agree that it looks like there are some key drivers for strong revenue growth in the coming 12 months;
- Vector - up-sell (higher ARPU) + greenfield opportunities
- Vision - international roll out
- AMS
- Playertek + - plenty of sales momentum in second half of FY19 and should continue into FY20
Considering this, I think 25% on in the elite segment is bullish, but achievable. This gets elite revenue to about $109m.
PLAYR - looking for 1.5x growth again off 20.5k unit base.
~30k units @ $265 ARPU (based on FY19) = $9m
So;
- Revenue of $118m
- Gross margin holding at 73% = $86m
- Op ex growth of 5% = $69m
- That gets us $17m of EBITDA at the group level up from $4m this year.
I would envisage a much higher share price should this unfold.
I certainly agree that it looks like there are some key drivers...
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