Quote Originally Posted by hardt View Post
PPH have forecast a dip in ACMR in this soft giving quarter following Christmas... a decline in ACMR would have been the case in previous years if customer numbers were growing at the more modest pace they are now and that is what ( hopefully ) the market is expecting leading into the update...

90-110
Yes they have said that though I’m optimistic they will increase it

“Given seasonality, we expect ACMR and ARPC to decrease over the current quarter ending 31 March 2018, before steadily growing over the rest of the calendar year to 31 December 2018. We also expect Customer unit churn to decrease and Customer numbers to gradually strengthen over the calendar year.”

Setting expectations low for sure