uns profit projections no dcf, page-9

Ok team here are two more projections for your consideration.

The first takes into account your feedback, Ive upped the shares on issue to 400m, I dont think with all the fees and cash coming in we need to raise more funds. Ive dropped the profitability down to 40% so its well below the predictions in the CCZ report. Sorry 64 if they dont have a 60m select line up un running by the end of 2012 I will be beating on Alan at the AGM, with a 3 month lead time to production and all the experience the two companies will have together this year Im sure they can do it. Add s bit of tax free profit in the first two years and a select fee and that looks pretty good...........





Now it gets interesting !!!!!!!!! This is my prediction below based on my own assumptions and feel for the market. I think we will get less profit margin because conditions in the USA will tighten up again but luckily we are not in a market that is very discretionary like luxury cars, we sell medical devices.... i think we will get big clients sign up this year for the select product and we will ramp up production at much faster rates than 150M units per year. Mikron can provide up to four lines a year and have a lot also riding on our success with their other markets falling away. Select is in a 6bn unit market so even my predictions of 20% penetration in 5 or six years will be understated but Im comfortable with that.

Sadly i dont think we will ever get that far because BD will take us out when we hit foward contracts for 20% of the market at about $10..... By mid 2011 id say.


Bring on the feedback i love it!!!!!!!!!!!!!!