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Is the company's stated ACV a rough predictor of future cash receipts from customers?



Even with an adjusted time lag of 12 months, cash receipts came in lower than expected.

The below concerns the upcoming quarterly report for the December 2021 quarter:

At a minimum expectation, the quarter's cash receipts needs to show at least ~AU$2M.

~AU$2M in cash receipts from customers would be the highest amount recorded to date.

Cash receipts higher than AU$2M will build trust in stated ACV. We may see a rerate up.

Significantly less than AU$2M may see the market put this stock in the naughty corner.

I believe that there will be ~AU$2M cash receipts in quarterly report released this month.

AU$4M+ (whilst unlikely) is possible for the quarter, and would legitimise a 12 month lag.



AU$4M+ cash receipts from customers for the December 2021 quarter? Dreamin'!