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16.5¢ bigtincan holdings limited

Ann: Bigtincan Secures $2.7m European Contract, page-7

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SuperWealthy

5,275 Posts.

174

09/02/19

01:01

Post #: 37383123
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Originally posted by Thanky: ↑

You're welcome, though I'm sure I've left out lots of important analysis. BTH integrates with Salesforce as well as other platforms, so there is a huge platform not too far away from it but it isn't reliant on Salesforce for instance like LVT is for the SharePoint software - with all the benefits and risks that can bring. In my mind they're quite different products, so not direct competitors.

On BTH being cash flow positive, the caveat is that they announced that MRR (monthly recurring revenue) for December met normalised monthly expenses - so not incorporating one off expenses etc. So there were a few caveats, I think what they were trying to say is that management is aware of not burning money like its 1999, they can see that its possible for them to do so, but they'll probably keep spending more than they earn to drive growth for now. Something like that anyway!

Expand

On revenues (relative to cash flow positive status) we’ve had two recent announcements on three yr deals, one $2.7m and one $7.2m.

So $9.9m added over the next 3 yrs = ballpark $3.3m p/a; $825K per Qtr or $275K added to MRR.

Gotta be getting close, probably now depending on timelines with invoicing, cash receipts etc.

Last edited by SuperWealthy: 09/02/19

BTH Price at posting: 31.5¢ Sentiment: Hold Disclosure: Held
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Last 16.5¢		Change -0.010(5.71%)		Mkt cap ! $135.5M

Open	High	Low	Value	Volume
17.5¢	17.5¢	16.5¢	$377.9K	2.209M

Buyers (Bids)

No.	Vol.	Price($)
17	755365	16.5¢

Sellers (Offers)

Price($)	Vol.	No.
17.0¢	9084	2

View Market Depth

No.	Vol.	Price($)
1	23441	0.450
2	15506	0.440
2	31118	0.435
1	10000	0.430
1	15000	0.425

Price($)	Vol.	No.
0.455	8703	1
0.460	44183	3
0.465	5534	1
0.470	101613	2
0.475	24341	1

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