In my opinion the company is doing very well and has clearly established a disruptive business model with the schools.
However - the share price already has a high expectation of revenue growth baked in, and I personally feel they are withholding too much information for the market to judge the actual revenue growth.
I’m waiting for customer revenue for FY18 to understand what all the metrics that are floating around actually mean for growth and to get a better feel for gross margins.
If FY18 exceeds $4m in customer revenue plus school signups have continued to accelerate then I will probably be in at that stage.
FZO Price at posting:
54.5¢ Sentiment: None Disclosure: Not Held
