Something we can agree on - 800K sign-ups is misleading, what's the churn rate and average paid subscriber numbers on monthly basis? If the numbers are growing that is a positive. If decreasing off a high, retention is of a concern, especially if in the first couple of months which would likely represent a loss.
However, it is typical for multinational clients/customers to impose very strict confidentiality requirements - Ivan's hands will be tied. Divulging this info risks termination of any agreement they have in place - these companies can be ruthless. I understand there were milestones required - 3 licenses? to be able to divulge the client.
The silence on progress is what concerns me more. An update should have been provided in the 4C. Ivan should speak to this on Monday, being specific about what milestones have been met, status of the work etc without compromising confidentiality. If it is not addressed, or addressed but too high level / vague, that will also be a concern.
Cheers, Unc.
- Forums
- ASX - By Stock
- General Discussion
Something we can agree on - 800K sign-ups is misleading, what's...
-
- There are more pages in this discussion • 2,612 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add UNT (ASX) to my watchlist
|
|||||
Last
1.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $18.35M |
Open | High | Low | Value | Volume |
1.6¢ | 1.6¢ | 1.5¢ | $3.382K | 217K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 813497 | 1.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.7¢ | 877466 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 813497 | 0.015 |
9 | 1785800 | 0.014 |
8 | 3088153 | 0.013 |
8 | 3747249 | 0.012 |
4 | 2190818 | 0.011 |
Price($) | Vol. | No. |
---|---|---|
0.017 | 877466 | 7 |
0.018 | 2153178 | 8 |
0.019 | 853336 | 4 |
0.020 | 1012005 | 4 |
0.021 | 573572 | 2 |
Last trade - 16.10pm 29/07/2024 (20 minute delay) ? |
Featured News
NVA
Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter
MND
Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?
UNT (ASX) Chart |