Post by
sparkyAg on Aug 14, 2021 9:03am
Terrible bus. model | Sell FDGE & Buy AJX | Get UR $ Back
Customer acq. cost way too high. Payback too slow. Retention not sticky.
Listen to / read the FDGE call. Then listen to / read the AJX call. You will see a world of difference.
Comment by
Capharnaum on Aug 14, 2021 10:44am
Huh... I just did... a world of difference? Feels more like a waste of my time. :(
Comment by
deepervalue1 on Aug 16, 2021 3:50pm
Just listened to the earnings call. I believe the CEO said that the field was finding conversions post quarter end to be like killing fish in a barrel and that the lion's share of conversions will come in before September 30th due to the seasonality of Ag. Next earning call will be a good test of the integrity of those statements.