Dropsuite September Paid Users, page-15

Absolutely. Very lean with strong GP margin (only going to get stronger with scale).

I think longer term they will need to look to diversify at least into further backup solutions for other products and look to generate revenue from the analytics side of things too.

I agree with the KISS method too. It also makes it easier to monitor as an investment.

Paid users, GP, ARPU and churn rate. They are the metrics.

I don't foresee the escrow release as being a big issue at this point. If the insiders do want to reduce their holding and things continue progressing well they would wait till they are in a strong enough position to interest an insto and sell a larger size parcel that way rather than dumping into the market.

At the end of the day if the business continues to perform as we all expect over the next 3 months then I think the SP will be able to weather any short term storm from the sale of some of the escrowed shares. It would also be in escrow holders best interest for that to occur in an orderly and managed way.

We will see.