Conservative figures:
FY 18
ACV US - US$11m
Total A & US ACV - A$60m
Total Rev A & US - A$51m
Profit after TDA - A$4m
Break even US early FY 2020 - Timeline can be shifted substantially by the level of investment in sales and marketing and capture of obliques. They said this was what the CR money was to be allocated to.
I'm long, but not expecting profits to accellerate for a few years.
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