I took the dates of recurring revenue from the dates they were...

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melastcracker

2,080 Posts.

04/05/17

11:31

Post #: 24465711
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Originally posted by Keffola ↑

I'm perfectly aware these are Petra's numbers and not the company's? So I'm not sure what your point is.

The expectations I actually have of revenue based on the companies announcements and shareholder newsletters would have me expect a revenue figure closer to $28-$30 million for FY 2017. Which makes Petra's forecast of $22 million almost laughable.

And your calculations on monthly recurring revenue in that post are off? In the January 4C when they make the statement that monthly recurring revenue improved from $1.25 million to 1.5 million a month, they are not referring to the March Quarter, they are referring to the December Quarter! So not sure how you can revert back to $1.25 million in Jan, $1.5 million in Feb when at the very minimum January should starting from a base of $1.5 million?

In the March Quarterly they say average monthly recurring revenues exceed 2 million. I take that to mean approx
January - $1.5 million , Feb - $2 million March - $2.5 million or thereabouts.

I'm just curious as to why people would deride Moelis' numbers on the one hand and applaud Petra's on the other?

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I took the dates of recurring revenue from the dates they were announced, not guessing at dates from before that, where did you get March at 2.5 mill or thereabouts?

Happy for you to provide the dates the recurring revenue upgraded that are different to mine, I supplied the dates and out of what Ann they came from in this link.

https://hotcopper.com.au/posts/23735193/single

Look forward to see your dates of the upgrades and when they commenced, without speculating that they've been running longer than from when they were announced.

Cheers.

Last edited by melastcracker: 04/05/17

AJX Price at posting: 53.0¢ Sentiment: Buy Disclosure: Held
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