LDX lumos diagnostics holdings limited

Ann: Half Year Results Investor Presentation, page-39

  1. 5,882 Posts.
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    Stu, your link and the note in the annual report (transferred to revenue) are very enlightening

    In our $10 mill IP sale, there are no 'performance obligations', so I dont think it can be tucked away until later.
    From the link you sent (excellent link on IP), I think this paragraph at the bottom is what covers this scenario; again, it looks (to my untrained eye) like the sale is done and dusted... so onto revenue it goes.

    However, I am not sure if the IP sale is static; perhaps there is part where the IP sale that is ongoing (any improvements are also transferred to Hologic over time as part of the $10 mill; and it is not completely done and dusted

    Between you and I, we dont really care, we know it is money in the bank; but the untrained Mr Market will be all over the revenue and EBITDA number; so if we use our brains, we are ahead of Mr Market

    https://hotcopper.com.au/data/attachments/5995/5995255-9aba1997b38c1b7df0c78f462ac2dc46.jpg
 
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