Ann: Dropsuite Partners with ALSO, page-50

No @Techmeister

1 mill users will deliver about $2.05mil EBITDA.

That $2.05 per user is across the whole subscriber base, not just those passed break even.


Agreed @Thanky Churn, APRU and GP are the critical figures. They need to hold. They have indicated that churn may increase, APRU will stabalise and GP should see some improvement.

Yes 4C does indicate slightly higher outflows of approx $1.3m for the quarter. So things will be close but September in isolation should have been positive.

Once they hit 1mil subs I think that will well and truly have them safely and perminantly in cash flow positive.

I think the most recent deal with ALSO is potentially pretty big. Gives access to huge number of resellers into markets where higher ARPU can be achieved.