Not doubting that they have rolled out a great product will good entry into the market.
Is using annualised revenue a misdirection?
An app measured on annualised revenue this early.. it is a heavy assumption that the users will keep using the system and that they are utilising there credit and recharge at a certain level of frequency.
Could a customer load up today and not need to recharge for a long time? Or would they want to recharge again? if so, how frequent?
The next growth update will be critical.
Not doubting that they have rolled out a great product will good...
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