Nice presentation. Some good data.
The spread of registration by country is interesting - over 50% SEAsia and USA in 4th.
Actual active users and revenue remains low - but clearly recent changes to the revenue model are assisting.
The chart on pg9 is interesting - only 8% of 'subscribers' are active users (and I suspect a lot of the non-active users could drop away).
The X Lite package describer from of 13 looks promising - and would be perfect for vending machines etc, but despite being launched in Apr 2017 you can't buy this on the Flexiroam website.
The country by country plans also look interesting, but obviously depending on pricing - US$16 for 1GB/7days in Malaysia shown in the slide isnat least triple what you'd pay for a local SIM data pack (eg Celcom Xpax)
Slide on pg17 is plain weird - never seen cost per revenue metric before
Still running at $15m MCap versus $3m cash - so do need to get to cashflow positive
Nice presentation. Some good data. The spread of registration by...
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