DSE 2.14% $4.29 dropsuite limited

Dropsuite September Paid Users, page-40

  1. 1,395 Posts.
    lightbulb Created with Sketch. 173
    8 trading days to the quarterly...I would expect the following:

    • user numbers for Sept - we are all hoping for a min of 850,000; ie an additional 100,000
    • updated ARR - currently at $8.3 mill - could be higher than $9 mill with added users
    • update on ARPU and churn
    • update on EBIT - should be cash positive
    • update on integrations - so far they have only announced completed integrations - but maybe we will get some commentary on progress made in various geographies
    • update on tech roadmap
    • some detail on outlook - not something they have done before - but I think its time they provided a bit of detail on what they think the future holds

    If all is good expect a re-rate - I strongly feel 17 + cents is justified
 
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