Not new, been here for a few years with KTD and HLF so sort of know the business a little.
I sort of understand what you are saying but I am not sure what the point is. You are making assumptions on what the margin is to come up with a revenue number. Isn’t what you are saying just going to be roughly the Sales number for the quarter which they give anyway? That was my thought or am I wrong.
I am not sure how calculating on current quarter cost of production gives you future revenue projection, that would be based on orders in hand I would have thought. Maybe I missed your point around timing but I think that is only relevant for cash flow.
On revenue they have a note in the annual report on when they recognise a sale and the revenue. I don’t think I mentioned anything about receipt for revenue recognition. I said that revenue was recognition of sale at delivery of goods. The point of delivery will be defined by the contract and incoterms. Which in the majority of cases will probably be on shipping as you said and what the note in the annual report suggests.
I was probably a miss in saying that it would be hard to work out the contribution margin, a rough contribution margin should be able to be worked out from the information in the quarterly on a consolidated basis as long as the sales figure is provided and variable costs of production accounted for in the cash flow report.
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- Ann: Quarterly Activities/Appendix 4C Cash Flow Report
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-37
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