Why?, page-26

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CaptainBarnacles

11,601 Posts.

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14/04/16

10:48

Post #: 17500574
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Originally posted by arryd ↑

Hey Delta, Markie is ok he has always been up front about his intent to short so its no real surprise what his viewpoint is on the company. And he goes about it in a much less annoying manner than others.

Markie if you go back to the announcement '1 Page Launches Accelerated Go to Market Strategy' in November you can see they do a minimum amount of pools per month in an annual contract. These will be billed regardless of being used or not, and any additional ones just get added to the tab. So taking your restaurant analogy, yes they have booked the tables but they are obliged to pay full price for these tables whether they show or not.

The trials started in May were for the initial release of the sourcing engine, which was more or less a search engine into their profile database. The customer had to curate the data themselves from the results. This didnt go as well as expected so they took the customer feedback and changed the model where they do the curating for the customer for the role, and this business model launched in November. So unfortunately this means revenue and cash receipting has been delayed until into this year but at least the worked out a successful business model the business can now grown on.

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Arryd - Well I hope you guys are right. I'll be very surprised if things work out, but if there are good numbers in the next qly or HY results, I will certainly be willing to change my mind.

1PG Price at posting: 99.5¢ Sentiment: Sell Disclosure: Not Held
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Why?, page-26

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