Two related things to explore further here. If and another. If because getting another 10,000 paying subscribers without a deal is going to be mighty tough and net because for every 10 new ones you get my guess is that they will loose 3 to 4 existing ones. Another net that I suspect will need watching is revenue after acquisition cost. This is not an easy market. It is mature and highly competitive. The only high barrier to entry is the high cost of new client acquisition. I suspect they are going to have to work darn hard for that extra $5m.
AWI Price at posting:
30.0¢ Sentiment: None Disclosure: Not Held