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Growth plans, page-5

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jrid3311

57 Posts.

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15/07/19

13:20

Post #: 39524173
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Originally posted by olderwiser: ↑

Yep, Looking forward to it. So many hints, that point to something great in the 4c. If growth comes in, as hinted at in the presentation, we should all be smiling. Although its temporary effect on cash flow, could confuse some outside observers, growth is the story to watch. Everything else flows from there

To bring in the debated ~2800 additional SMEs so quickly, points to them being simple software switch customers from the DMC pool. Which in turn shows the scale and popularity of the LPE offer.

Growing through customers that average $10500 of annual sales is such a step change, even with a lower margin at 13%, each customer is worth around 4.5 times more gross margin than the individual strata customers.

Back to Gwhrs, I repeated the calculation used in the previous post, using the 2020 fy targets, (31500 residential and 12500 SME)

31500 + (12500 x 8)

31500 + 100,000 = 131500

30/06/2020 131500 x 0.012538 = 1648.7 Gwh/a

Although this is still speculative, it shows how quickly the Gwhrs change, with larger customers now using 3 times more GWhrs than stratas.

I do expect the average SME customer volume to drop as more smaller customers come in through this pathway, but who cares. It is such a simple and cheap conversion process, every one is a winner.

Expand

This thing is about to Kick soo hard. FMD won't be able to catch it if you're forecasts are remotely accurate. I'm only 27 and I ll seriously be considering retirement if this pops like it should. oh

LPE Price at posting: 91.0¢ Sentiment: Buy Disclosure: Held
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