This is what I expect to see:
1) EBIDTA positive compared to EBIDTA of -$5m in 1H FY18.
2) NPAT improvement of atleast $7M.
3) Improved positive operating cash flows.
4) Prosumer growth still reasonable without staggering acquisition expenses on marketing / sales.
5) Information on healthy sales pipeline.
6) Strategy around Prosumer, were there talks about JV for Promuser.
7) Reconfirmation of the guidance
8) Information on sustainable increase in APRU.
9) Future outlook ie growth beyond FY20.
Note that the price did improve after they announce the results, the decline is due to CAT got rid of a leader who didn’t even serious ie he only had 50k shares, no skin in the game. As long as an over reaction is not to do with results, we are good. We will get a better leader.
Steve (on this forum) mentions competition and I agree. I think it is a good problem to have otherwise we will stop growing. I see no industry where there is no competition. We will need to shine with competitive & compartive advantages both, and keep increasing our share of pie. Don’t forget that pie also grows every year. So both market size and share are in our favour as we have showed sustainable growth. We are now also keeping our expenses under control ie expenses grew as negligible pace va revenue growth that helped us getting positive EBIDTA (as it seemed from the initial announcement).
62c is a joke.
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