I’m looking at a realistic value of $3-5 by the second half of next year, in 12 months..
That assumes 100k cumulative customers this calendar year building up to a run rate of 25-28k new customer per month by July 2026, which equates to close to $1bill AUD +/- 20% cumulative revenue from commercialisation commencement.. That’s using BOTs annual report figure of $7,200 per customer per year ($600 per bottle)..
Conservatively if that’s off by 30% then $700mill revenue and with my expectation of a 20x revenue market cap, I get to $14-20 share price.. Discount half that value with the fact that cash flow positive may be still just occurring around mid next year, then we still get a share price of about $7-10..
Discount that further because nothing is ever as good as it seems on paper I’d be happy with $3-5 per share in 12-13months.. I believe with great market leadership, this is achievable.
IMO
BOT Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held
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