PIL - what an opportunity - just wow!, page-823

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gimmegimme

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26/07/21

15:55

Post #: 54781064
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Originally posted by Gameplanon: ↑

I’m not expecting to see any growth in revenue in the quarterly report, the last 3 quarters we have seen revenue decline so this quarter will probably be no different.
Also the number of registered agents doesn’t appear to have grown much over the past quarter. Last quarter they announced they had around 55,000 agents and we know Android use in Philippines is up around 90%, so let’s say roughly 5,000 of those agents are using IOS, that means the Google Play downloads should have reached the 50,000+ downloads by now if agent numbers increased significantly.
Google Play downloads are still sitting at 10,000+ and also Bizmoto Facebook page followers has been sitting stagnant at around 8,300 for months now.
Clearly they need to onboard tens of thousands of new agents who will actually use the Bizmoto app (not paid referral sign ups) to gain any traction in revenue growth. The good part is that they are continually improving the App/services to make it competitive with peers.
I suspect Aidan Montague is waiting for the BPI integration and the finance licence approval before we see any of his targeted marketing ideas put into action.
Considering we are 1/3 of the way through the next quarter, I’m not even expecting to see revenue growth in the September quarter. What I would like to see happening this current quarter is the targeted marketing campaign to the 4m BPI customers as soon as the integration goes live.

The other unknown is once the finance licence is approved, how long will it take before we see the first loans rolled out to agents? Are we talking about weeks or months?

The way I’m thinking, we won’t see a turnaround in revenue or a significant jump in registered agents until the Dec quarter. It’s definitely a long term play with pumps along the way on good announcements (which no doubt will be sold into) IMO.
They have all the right ingredients there, they just need to put it all together and go hard with the execution and deliver on significant revenue growth over the next 6-12 months.

Just my opinion

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We'll put @Gameplanon. I'm in total agreement with you that the Dec quarterly is the earliest we can anticipate strong revenue growth.

If it doesn't happen then and the growth only emerges in the March 2022 quarter or later, I perfectly relaxed about that. There is no requirement or expectation that anything today, tomorrow or this week needs to happen.

This is not a stock reliant on the next big announcement. It's a network play. Growth in the SP will follow growth in the active network and that will emerge over a number of quarters. The current share price is meaningless and needs no focus or comments.

PIL Price at posting: 1.5¢ Sentiment: Buy Disclosure: Held
6 Upvote

2 Great analysis

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PIL - what an opportunity - just wow!, page-823

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