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21.3¢ dragontail systems limited

Nope don’t own and therefore never posted in gsw. According to...

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RodPf

155 Posts.

15

31/10/18

11:19

Post #: 36329601
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Originally posted by Experienced_Inv ↑

Originally posted by RodPf
I’m well aware of it’s price performance I’ve been invested here since...well last time it was 30c a share.

They’re saying 3300 stores by q2 which is about break even iirc - deployment so far is slow so it’s not guaranteed that they’ll be able to grow as fast as people are expecting. Not sure what percentage of those 3300 are the full suite either (200 a month vs 50). I like the company but I’m not expecting explosive growth.
I see you're very active in GSW forum.....I answered once to a post similar to yours:

Dear Stan, You are just wrong on the Math. You used revenue per store of $250 a year instead of per month. which means they will need only 1,066 stores to breakeven not 12,800 stores, using your assumptions.

You can find it here:
https://hotcopper.com.au/threads/insights-request.4233823/

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Nope don’t own and therefore never posted in gsw.

According to the investor presentation it’s 200 a month for algo and 50 for ccsu. They give no indication of how many orders are for the ccsu, how many for algo and how many for both.

Revenue from those stores could be 825000 a month or 165000 a month.

DTS Price at posting: 27.0¢ Sentiment: Hold Disclosure: Held
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