Iain McKenzie - Spire & Drive solutions
Spire
- New sales are likely to fall 50-90%: a) Merchants and recycle and b) the good is non-essential
- Managed services revenue
- Revenue decline as our customers are exposed to Retail/Hospitality
- Debtor book collection will be difficult. We can't stop them from using the terminals. License is granted and ir-recovable. Therefore, cash collection will be difficult at the outset and even worse with COVID-19.
- NL price increases
- I wasn't looking for money. What is your preference?
- Invest
- Not invest and take a smaller equity stake anyway
- COVID situation.
The five porces. Porter
- Absolutely no control over.
Price increases
- 5% flat increase - 25% did not complain at all.
- Different levels of support tiers
- Move into quarterly.