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Diabloracer

3,604 Posts.

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20/11/23

19:53

Post #: 71005275
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Originally posted by markeewan: ↑

In the last Investor Update Idan indicated 6-8 months for the revenues to flow, but in the one prior he indicated 4-6 months, so take your pick.

To your second point, subscribers were 100,000 at the end of July and then 500,000 at the beginning of October and so this revenue for the higher number is going to be seen in the March 2024 Quarterly or at least most of the attributed revenue.

As for having 800,000 to 1,000,000 subscribers now.

I think it is possible if the Apps are sef-promoting or viral, but realistically if Idan has wound back the investment in growth (to preserve cash), then I would be expecting them to only invest enough to get enough new subscribers to replace those that discontinue. So I would see growth as being flat for now.

Why do I think he would stop at 500,000 subscribers?

Well it is a nice round number and all Idan needs is sufficient cashflow to pay for all the new staff, onboard them and keep the Company in a position that it does not require extra cash until the Digital Humans platform is launched.

At that point you punch all the Unith announcements in a 3-month wave of Promo activity, get the share price high enough for investors to exercise the 6 cent option and then carrying on with the growth with full coffers.

There is another option which allows Mates to enter a private placement just prior to the spike in prices. I doubt that that is Sytze's modus operandi, because he seems to have a more ethical background than what we are used to, but it has to be considered.

I think there is a lot of potential here and I will do another post sometime about why things take so long.

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It will be interesting to see how the subscription business is tracking

UNT Price at posting: 2.2¢ Sentiment: Buy Disclosure: Held
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