Has anyone else attempted to model what the economics of ZOLEO...

Has anyone else attempted to model what the economics of ZOLEO might look like?

Given the many moving parts and lack of disclosure, I have given it a crack.

Obviously there are numerous assumptions and this is a ball park guestimate.

Happy for any constructive debate on the assumptions, in particular the below assumptions which have a material impact and I have taken an educated guess:

• Number of new customers pa (assumed the current run rate of approximately 22,000 pa)
• % annual customer attrition rate (currently assumed 20% per annum)
• % of year that customers pause their account (customers apparently can do this and I have assumed they do this 20% of the time)
• % of the monthly subscription paid to the telco/satellite company for access (currently assumed 50%)
• % sold through 3’rd party retailers (currently assumed 75%)
• % of monthly subscription shared with the retailer (currently assumed 50% like a trailing commission)

As you can see, even with some conservative assumptions the economics could look very exciting.

And before people accuse me of ramping, have a look at my previous comments on this stock which weren’t always positive.

All the usual disclaimers...this is just a rough guestimate DYOR etc