Thanks fatt, love your numbers. It's important to keep them up...

Thanks fatt, love your numbers. It's important to keep them up to date. The 40,000 beds previously quoted by PD and referenced in many online articles just isn't relevant now. It's quite wrong to quote it.

At the last Q we had just on 20k beds with an ARR of $720k. Doubling that ARR to dovetail in with the 40k 'breakeven' is an ARR of $1.45m which would barely cover the last Quarter of expenditure.

Estimated outflows for this Q are $1.6m which is $6.4m annually.

I've got in trouble for analysing the last 4C numbers too closely, but the 'normalised' ARR for the beds to date is $48.50ea which is very close to $4/mo. But the actual is more like $35 which is $2.90/mo. So CF+ will occur when both 150k beds are achieved AND normalised revenue is achieved. There is some discounting to wash through the system.