SPY - Smartpay Holdings

[Rawz]

So they will do $75m-$80m revenue. what sort of profit will that be? $9-$10 mill?

[Joshuatree]

Q1 revenue smashing it - up 48% on Q1 last year

should be exceptionally profitable now, given the strong profit performance in 2H FY22.

Beautiful metrics there ehh.Am 58% up atp with a long ways to go I reckon.

[Co0p_New]

Yes indeed.

Word that keeps spring to mind "flywheel".

[winner69]

So they will do $75m-$80m revenue. what sort of profit will that be? $9-$10 mill?

At least $10m rawz ..... makes 68 cents share price look cheap as

[Rawz]

At least $10m rawz ..... makes 68 cents share price look cheap as

If they do at least $10m they are trading on a forward P/E of 16 but growing rapidly. Should be priced on a higher multiple.

Happy holder

[winner69]

Jeez, a bit of gravy chain - they want to increase Directors fees by $300,000 to $500,000

[Co0p_New]

It is quite the increase. Somewhat deserved considering the changing fortunes of the company.

[Co0p_New]

AGM tomorrow. It would be nice to get some guidance for FY23 or at least 1H.

I’m predicting FY23 Sales of ~$72M and EBITDA of ~ $23M. Closing cash in excess of $10M.

Key assumptions:
- 1200 terminals added each quarter
- Acquiring revenue of $1200 per quarter per terminal
- Acquiring margin ~ 52%
- Operating expenses (excluding acquiring COS) increases by 10%

[Mel]

Good headline numbers from SPY:
https://www.nzx.com/announcements/397652
Onwards and upwards. Good to see a material increase in the NPS score also

[Muse]

AGM tomorrow. It would be nice to get some guidance for FY23 or at least 1H.

I’m predicting FY23 Sales of ~$72M and EBITDA of ~ $23M. Closing cash in excess of $10M.

Key assumptions:
- 1200 terminals added each quarter
- Acquiring revenue of $1200 per quarter per terminal
- Acquiring margin ~ 52%
- Operating expenses (excluding acquiring COS) increases by 10%

Good stuff Coop. I couldnt make AGM - they say anything interesting or give any guidance?