Great informative post once again PharmD...Really enjoy reading...

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15/03/24

09:50

Post #: 72899318
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Originally posted by PharmD: ↑

That's very kind of you mate. What I'm impressed by is "Upon completion of the full commercial rollout, Spenda expects to generate a blended net revenue margin of 2-4% across the eBev ecosystem on transactions that utilise Spenda's payments solutions.

I only really look at the basic flows for eBev and ignore the other functionality for the time being. It's too hard to quantify this early in Spenda's journey. So that's the $200,000,000 in B2B and from memory 11-$12,000,000,000 in POS flows. Adrian recently talked about the POS flows and stated "there is only ONE eBev". Meaning we have a partnership with the key aggregator in the Australian liquor marketplace. I believe eBev are incentivised by Spenda to sell POS terminals to their spokes. In time should see a great uptick in capturing the billions of dollars in POS flows.

After speaking to a chap from eBev they want to get all of this right in Australia before expanding to the UK. For expansion I believe they're also waiting for our rails to pass compliance. However Spenda is getting Singapore live first and then UK/Europe and the US. It's going to take some time but everyone should be able to see the long-term growth runway ahead.

I've noticed that not a lot of people talk about the +10 Carpet Court like franchise partnerships that Adrian said we're in the pipeline. I think Spark+ suggested Carpet Court can produce $14,000,000 in revenue at max opportunity. Assuming Carpet Court's revenue opportunity is average and assuming there are 10 in the pipeline gives us 11 partnerships. The max revenue opportunity seems to be around $154,000,000. We still need time to tell with Carpet Court being the first test case.

GL to all you long term investors and hope you all have a great day!

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Great informative post once again PharmD...Really enjoy reading your numbers!.... Exciting times ahead for SPX

Thanks

SPX Price at posting: 1.2¢ Sentiment: Buy Disclosure: Held
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Great informative post once again PharmD...Really enjoy reading...

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