100% agreed VS......on current metrics.But I am suggesting that...

100% agreed VS......on current metrics.

But I am suggesting that costs could actually be reduced not just maintained.
Lets play with the numbers:
They reach $60m ARR by June 2020.
They maintain Other Revenues at approx $7million
Thus 6 months later in December they reach $67 million actual revenues
They reduce costs in June , Sept and Dec by $7.5 million.
So that cash costs fall to $67 million.

I realize taking 10% out of a growth company cost base is extremely hard but there are 2 things going for them:
(1) They have made 2 major acquisitions and have talked about cost savings synergies before
(2) The world doesnt need as much travel and entertainment as before.

I 100% agree the base case is cash flow break even by June/Sept 2021 but all Im doing is throwing around some possible positive surprise scenarios.

If it takes until 2021, they will still have cash on balance sheet. but Im noodling here.