SE1 0.00% 0.2¢ sensera limited

Ann: Customer update (NanoDX), page-110

  1. 2,465 Posts.
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    New week, starting with a clear head. Clear from below really where management has been focused (I have note cut out the one pager on "nd") for obvious reasons).

    See below we need Abiomed to return to >$1m per qtr and this relies on optical bench sales returning as stock overhang is absorbed. Sensors appear to be tracking to plan. Gross margin should be moving back >50% as utilisation picks up. So a positive or line ball Q1 is in prospect but Q2 looking better. If Nova Biomedical orders kicked in in Q1 we should see results next Q although an early surprise would be nice. What might be even nicer is a little thankyou payment from our (ex) buddies.

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