The investor call was quite good.
Major takeaways for me.
-Zunos acquisition estimate of $3m ARR not included in 4C ARR of ~$15.4m so we're actually at $18.4m ARR once acquisition finalised early next week.
*$3m estimate for integration / marketing I believe so need to take that into account.
-Have funds for an approximate $4m(?) second acquisition that they are still working on, with nothing to announce yet.
-Churn not announced / reported though comment that it is not material different to previous. Will be announced in Annual Report.
My take away, they are a pretty strategic team, our CEO is a bit of a gun, I'd be worried if he left. They're trying to piece something together that can aim to be a company many multiples of here.
Hence the institutional support / interest even at our MC.
The investor call was quite good. Major takeaways for me. -Zunos...
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18.5¢ |
Change
0.010(5.71%) |
Mkt cap ! $135.5M | |||
| Open | High | Low | Value | Volume |
| 18.5¢ | 19.3¢ | 18.0¢ | $609.8K | 3.277M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 74271 | 18.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.0¢ | 367954 | 6 |
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| Last trade - 11.50am 25/11/2024 (20 minute delay) ? |
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