Anybody want to speculate on where they will land in Aeroplan revenue? Here's the quarterly profile since 2009:
|
Q1 |
Q2 |
Q3 |
Q4 |
Year |
| 2009 |
14,777 |
44,010 |
101,691 |
322,310 |
482,788 |
| 2010 |
201,408 |
323,936 |
273,820 |
461,687 |
1,260,851 |
The quarterly data is in a nice format here, I know this will be messy when I post it:
https://tsxwealth.blogspot.com/2011/05/how-futura-loyalty-compares-to.html
The big wild card in my opinion is CARP. There were 300K members signed up in November 2010. On the flip side, they are all old people so they may not be fast accepters of this new concept of getting something back for every penny you spend. Then again my grandmother always has her Air Miles card ready when I take her grocery shopping so maybe they will.
The $460K from Q4 blew any prior revenue figure out of the water which may be due to CARP or may be due to seasonality because Q4 09 was also strong. If CARP is successful we could see $500K or more which will cause the stock to skyrocket IMO based on how many new eyes are on this company. Keep in mind $500K could be 5-10 higher than INT's new media revenues this quarter even with all the hype attached to their various divisions. INT's new media revenue last quarter was around $32K with the majority of teir revenue being from their graphics division.
If CARP is not a huge driver of revenue, $300-$350k would be a suitable target - around 50% growth from Q1 2010 as Q4 10 was vs Q4 09.
TADA will probably not have much of an effect because that just got signed in February so there will likely be only a couple weeks of revenue from a few dealers, at best. Q2 is where we should be getting really excited for that.