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2.5¢ vivid technology limited

Quarterly Thoughts, page-25

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Redbaron2

48 Posts.

7

26/07/18

21:06

Post #: 34583764
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Originally posted by edshann ↑

That is the costs. How the revenue is shared is still not clear to me.

If we are paid up front by Origin, rather than by the customer, as I think Ferris Wheel is suggesting (?) the question is whether the profit margin for VIV is the same as if we get the customer direct. Origin are responsible for the marketing and would lose revenue from selling less electricity and in addition by paying VIV up front. Seems unlikely to me and they would surely want to reduce our profit margin in that case if they are providing clients in bulk.

I am currently in UK otherwise I would try to clarify with the company. Hopefully the quarterly will provide more detail.

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The plus for origin is it's an added service they can provide, lighting is not a significant energy user compared to industry generally. Green image also important to them. VIV revenue is from installs.

VIV Price at posting: 5.5¢ Sentiment: Buy Disclosure: Held
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