Some random numbers in US$ - 1. assuming a % share of the 500m addressable market; and
2. ACR employs a similar partnering strategy based on royalty payments.... no milestones counted here.
not insignificant, but the challenge as always is guessing what the market share % achievable is.... IF they actually have/ can develop a good/superior product/application AND they can secure a capable partner AND negotiate acceptable commercial terms AND the partner is successful in marketing this product THEN there is significant upside for ACR...
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
0
SCN1
SCN2
SCN3
SCN4
SCN5
1
Addressable market
500
500
500
500
500
2
Market share
5%
10%
15%
20%
25%
3
Opp Sales
25
50
75
100
125
4
Royalty
15%
15%
15%
15%
15%
5
ACR incremental Profit
4
8
11
15
19
6
Incremental EPS[/B]
0.02
0.05
0.07
0.09
0.12
7
ACR Price at posting:
71.8¢ Sentiment: Buy Disclosure: Held
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