So it sounds like the 2 go hand in hand: they couldn't build the embedded product without the cloud data.
Yes, totally agree.
Re Elysia's moat... Have you had a read of the four blog posts on the Elysia website? I don't see any reason why they can't crack the China and US markets.
https://www.elysia.co/news
Transparency
The 2022 AR for FMG disclosed 4 and 12 month USD sales & NPAT for WAE ($26/$81 revenues, and loss of $3m for 4 months and $5m for 12 months). Given the $26 was for 4 months and the $81 was for 12, then the annual increase for 2023 was closer to 32% YoY, rather than 4 fold.
I follow you.
Assuming the FMG disclosure for 2022 is correct and is for 12 months, how does WAE make a GBP13m loss in the 6 months ended June 2021 on revenues of GBP16-17m?
Hmm..that's definitely interesting.
I think it's going to become a lot clearer for us over this coming year and hopefully they can provide a bit more transparency like you mentioned. Each sub-sub-section needs to be broken down imo ie revenue and expenses.
Thanks for your detailed and informative post. Much appreciated.
Tony
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