ISX March 4C

going to dable in the dangerous area of expectations in regards to the upcoming 4c. just crunching a few numbers based on previous announcements and known values

revenue expectation

low band 829500 - 875000 or 50-58% increase
This is the minimum ISX have lead us to believe we can expect as they have announced at least 50% growth from the previous quarter plus and additional merchant with 50,000,000 book at 138 basis points transacting for 24 days. so 829500 if the first euro customer is included in the update and 875000 if it is not. I don't believe it is.

Mid band 875000 - 925000 or 58-67% increase
This revenue range includes any additional revenue from any of the merchants and agreements announced during the quarter but after guidance not including the European merchant with 50m book. these include expansion of scope with XM into china and 24c transactional fees at the top of the announced scale from 20C - 24C.

High Band 950000+ or 67% increase
anything above 950000 would need to come from an increase in the expected GTV of the customers already announced and an increase in the Basis Points per TX above 115 + 24c per Tx. both of these have been reviewed up previously from 69BPs - 75Bps - 92Bps - 138Bps and the TX fee has been in a range of 20-24c with the company stating that there have been fixed fees of 24c in the euro agreements and also that we can expect a steady increase in average revenue per transaction over the next few quarters. although this scenario may be unlikely as is has also been announced that the ARPtx would steady to 115Bps .

This is just my opinion but i would suggest the low to mid band of 850000 rev seems about a good fit. Mid band could happen if everything goes right, plus a little upside. high band only if there is large upside in existing customers and should not be expected. anything in the high range would amount to a massive boon for ISX and should see a bull market. Whatever the revenue is I also wouldn't expect too much benefit in the SP as the market has got the jitters on geopolitical concerns and these small caps are copping it. Any increase in the SP will come as the market conditions improve and over the following reported( current ) quarter as more of the 400M book is integrated and additional customers announced. full integration of the current book could amount to as much as 5.5M revenue

should see the 4C either Friday 20th or Monday 23rd based on previous release dates

GLTA DYOR