General Discussion / Social Media, page-457

First 457 Last

Share
Profile

Follow
Up2Date

1,000 Posts.

385

02/02/19

11:33

Post #: 37308333
Share

Originally posted by ZMan ↑

I’m not expecting the Class B milestone to be met. It requires $15m revenue in the 12 months to 28 Feb 2019.
That includes 4 months of Fy18 revenue before the MKM acquisition, and the first 8 months of FY 19 revenue which includes MKM revenue.
Fy18 revenue was $4.2 mil, so 4 months worth is $1.4m
Fy19 cash flow to date is $9 mil over 6 months, so 8 months worth is around 12 mil.
Thus I estimate total revenue over the period of $13.4 mil.
This is just an estimate and can be wrong because of uneven timings, differences between cash flow and revenue.
So I agree that there is some risk that the milestone will be met, giving rise to some uncertainty now.

Only one month to wait until the end of the period, the company will need to update the market about the options soon after that.

Expand

Plus, Kate and other MKM management will not benefit at all if class B milestone met. Only Ray , Malcolm and NB will get 133m shares when MKM contributed mainly in last 12 months revenue.Older Alcidion was way behind of class A milestone of 10m.

If achieved , Kate and others holding will be heavily diluted. Giving NB another 11m is like going through same nightmare again. I hope for the sake of all ALC shareholders class B milestone to be foregone.

Leave this with Kate and sleep well everyone

Last edited by Up2Date: 02/02/19

ALC Price at posting: 4.3¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

Making money: How many microcaps should be in an investor's portfolio?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

There are more pages in this discussion • 5,806 more messages in this thread...

First 457 Last

Add ALC (ASX) to my watchlist

(20min delay)
Last 5.4¢		Change 0.002(3.85%)		Mkt cap ! $72.51M

Open	High	Low	Value	Volume
5.3¢	5.4¢	5.2¢	$90.66K	1.733M

Buyers (Bids)

No.	Vol.	Price($)
1	315205	5.4¢

Sellers (Offers)

Price($)	Vol.	No.
5.5¢	150000	1

View Market Depth

No.	Vol.	Price($)
1	315205	0.054
1	10000	0.053
2	407284	0.052
9	924194	0.051
8	954500	0.050

Price($)	Vol.	No.
0.055	150000	1
0.056	80009	1
0.057	75110	3
0.058	151740	2
0.059	160032	4

Last trade - 15.58pm 31/10/2024 (20 minute delay)

ALC (ASX) Chart

General Discussion / Social Media, page-457

Making money: How many microcaps should be in an investor's portfolio?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

General Discussion / Social Media, page-457

Top Stories

Making money: How many microcaps should be in an investor's portfolio?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News