FMG 1.20% $21.41 fortescue ltd

POWER!!!! Fortescue Future Industries, page-3772

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    Hi again @Ferginator,

    If that media figure stands to be true ie that the multi year deal with JLR could be worth "tens of millions of pounds", that could mean anything from 10 million to 99 million pounds over the course of several years. How many years we don't know, or the exact revenue figure.

    If we take the absolute minimum (let's say 10 million pounds per year, over two years), that would equate to 20 million pounds for the two years.If we convert that to USD$ that would be just over USD$25 million for 2 years from one client.Pretty simple to work out what your average annual recurring revenue (ARR) figure is.

    But that wouldn't be the only thing that would interest me.For Elysia to land this deal, they already have everything ready and in place. How else would they have landed this deal! What is unclear and not transparent because everything has been buundled under the Fortescue Energy umbrella is what have been the costs/expenditure, R&D and revenue to date for Elysia?R&D investment will pale in comparison to the revenue the company will yield as they onboard and retain multi year partnerships year after year like the JLR deal.

    Tony


 
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