Ann: Amended Investor Presentation, page-30

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Sharespike

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21/10/18

12:55

Post #: 36201591
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Originally posted by notlistening14 ↑

As I have stated previously -

In Q4FY18 approximately $316k was generated from ohm sales. Relying on the "blended average" sale price of US$750 per month per ohm, we can generate a range of ohms installed for the quarter, being 105-316.

The base case is 105 ohms installed for 3 months generating $316k revenue.
The upper case is 316 ohms installed for 1 month generating $316k revenue.

Practically, it is somewhere in between, although likely to be on the higher side given DM's comment @Send2deking has just shared that an ohm can generate NO revenue in the quarter because of the time when it is installed (this could mean the number is in fact much, much higher - but we simply can't know that until the following quarterly).

In my view, this means based on current information (Note this will be revised following the 31 October quarterly to be released in less than two weeks):

As Q4FY18 revenue was $400k cloud and ~$316k ohm -
Q1FY19 should = $400k cloud + $316k ohm + $316k ohm + any further growth = or ~$1,032m+
Q2Fy19 should = 2xQ1FY19 revenue - $400k = $1,668m+

NOT an exact science. As I have also stated, the more data we have going forward to project Buddy's potential revenue/growth rate, the better.

Note this also doesn't account for Cloud revenue upside, and given Buddy earns a monthly royalty per RV shipped, this number will increase (although again, we don't know by how much).

@Coit would be interested in hearing your thoughts on my reasoning.

Will post a chart later today, Friday was very bullish and given the FA news I think we are going to see a move back up to the 20s sooner than expected (by some, not me)

GLTAH.

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You need to remember that the $316k revenue you reference is AUD. The blended pricing of $750 is USD so has your analysis accounted for this?

Enjoyable read as always

BUD Price at posting: 11.0¢ Sentiment: Buy Disclosure: Held
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Ann: Amended Investor Presentation, page-30

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The Calmer Co’s Anthony Noble reflects on record breaking FY24

Lendlease sells off US east coast construction operations in latest global divestment push

Helix investor makes partial takeover bid, proposing board changes

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Week 35 Wrap: HotCopper’s top watched; ‘iron ore winter’ has started; Oz inflation @ 3.5% MoM; Harris fracking flip

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