IPD 1.56% 6.5¢ impedimed limited

Catalysts for the inevitable price POP, page-29

  1. 373 Posts.
    lightbulb Created with Sketch. 326
    Now this is interesting,
    From the same report December 2021-
    We know existing pricing to all go to $1500. Below in red has $1250(top end of range) for existing sales.
    We have changes to guidelines in green and EST FY2024 to be breakeven.
    In Blue expenditure is the same or decreased on Heart & Renal while the ramp up for Lymphoedema domination.

    https://hotcopper.com.au/data/attachments/5229/5229544-b2d6320c9c42f9529a6c2a00dbca9c80.jpg

    Since April we now know.
    Inclusion into guidelines
    The cost of new sales to start at $2500. expected for FY2024. now only 2 months away.
    Start price for additions to existing contracts $1500 end of FY2023? & into FY2024.
    Probability of achieving break even FY2024.

    Why is the price target lower now $0.23 with these (improved) knowns as opposed to $0.31 in DEC2021?
    Estimate -$40M burn is worth 0.02
    Maybe it was Covid euphoric pricing.
    Longer term the models would now have to be indicating more juice than previously modelled.
    How about 6 years of upgraded prices instead of the last 6 of downgraded prices
    Conclusion - If anyone drops any shares on the ground today it would be wise to pick them up and put them in ur pocket.
    Trying to understand broker logic.

    Regards
    Acclivity

 
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