Thanks Reg. It's always good to have another perspective. I re-checked my two methods, and my simplest method (actual half year ACV as a simple predictor of full FY revenue) has been within $1M of actual revenue for the last two financial years. If true again for FY18, it means revenue should be within $1M of $54.2M. If your expectation of a declining discount for my second method is true then revenue will be even higher than both of us predict. Who knows in advance? Good whichever way it goes.
NEA Price at posting:
$1.55 Sentiment: Buy Disclosure: Held