Thanks much for that Muse. Gives those of us who are too lazy for the modeling an idea.
I agree you may be a bit light at 1,400 adds. They did 1,600 in the Sept 22 quarter,1,950 in the Dec quarter and said growth still accelerating for their outlook. I will guess at that acceleration partly offsetting seasonality and say 1,800 adds. (Also thinking that while Jan may have been slow on installations, perhaps Feb and March catch up).
I am excited about today's news. Another big holder further tightens supply and very fortunate that a new investor stepped in just at the time there was mechanical selling following the stock doubling. The chart looks great now, could really break out if there is a positive surprise in the trading statement. Is a bit of shame it is hard to work out what a positive surprise would be! Maybe we will know it when/if we see it.
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Thanks much for that Muse. Gives those of us who are too lazy...
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