CL8 0.00% 1.3¢ carly holdings limited

Team I have some really bad news, it looks like DMC is going to...

  1. 314 Posts.
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    Team I have some really bad news, it looks like DMC is going to be taking a massive hit with launching Mobilise this year and their costs have risen almost 50% based on predictions for the quarter.

    Please don't flog off this income model as BS, the assumptions have been pretty spot on with each quarterly so far.

    All I want to do is make sure your expectations are appropriate, they indicated in their last quarterly they were going to see a spike in expenses, thus last quarters operating loss of -$442k and increasing to circa -$900k this Sept quarter, around 50% more in expenses from -1178k to -1778k.

    See the model below for your own looking.

    Also interesting to see that the potential share price is pretty much identical to what has been happening in the market!

    https://www.dropbox.com/s/9inu09u3nd841uw/CL8.xlsx?dl=0

    But you always have to spend money to make money - so I fully predict with the launch of Mobilise we will see a massive jump in receipts. This income model is purely based on what is happening, not speculation (DMC, MyCaravan, Rentoid etc). Once I get some guidance on financials of Mobilise they will be included and I will be able to update you guys on guidance for CF+.

    Dan
 
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