AVR 5.48% $14.25 anteris technologies ltd

Almost 2 years ago there was a Trading Halt and CR (29/07/2016), page-102

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    At the AGM, only 2 months ago, WP gave us an incredible forecast of Adapt sales doubling from $2.2m to $4.4m in a single quarter!
    On the same page (p20, or see Crabs post above) were outlined three reasons for this massive increase - the main ones being -

    1. A full and newly trained sales team.
    2. India.
    3. 3D
    4. I'm also going to group together the new IDN contract (announced March 2018), VC traction, and a strengthening $US.
    5. Naturally occurring growth of 10% each quarter.

    Incredibly simplistically, I would value each point above as being worth an additional $200k - which multiplied by 5 gives us an additional $1m - which in turn gives us $3.2m for the quarter.
    Shaving off $200k for the usual unplanned disappointments translates to $3.0m

    $3m is vastly under what WP forecast on May 24, and quite a bit under the average forecast of HC pundits, but would represent the first inflexion of Adapt sales to have ever occurred. It should also keep inflexing (i.e. going parabolic) for several quarters thereafter - to the point where we will be CF+ (at which point all our problems are over).

    So, all I personally want to see from this Q, is that actual inflexion (say $3m), so that CF+ and a SP moving toward $1, looks both realistic and on the horizon. I'm not going to sweat too much whether the Q figure is $3.2 or $3.6. Let's just start with Adapt sales inflexion first - the rest will surely follow.
 
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