AJX

5.00%

1.1¢ alexium international group limited

Petra Capital has initiated coverage of Alexium, page-60

First 60 Last

Share
Profile

Follow
melastcracker

2,080 Posts.

04/05/17

11:31

Post #: 24465711
Share

Originally posted by Keffola ↑

I'm perfectly aware these are Petra's numbers and not the company's? So I'm not sure what your point is.

The expectations I actually have of revenue based on the companies announcements and shareholder newsletters would have me expect a revenue figure closer to $28-$30 million for FY 2017. Which makes Petra's forecast of $22 million almost laughable.

And your calculations on monthly recurring revenue in that post are off? In the January 4C when they make the statement that monthly recurring revenue improved from $1.25 million to 1.5 million a month, they are not referring to the March Quarter, they are referring to the December Quarter! So not sure how you can revert back to $1.25 million in Jan, $1.5 million in Feb when at the very minimum January should starting from a base of $1.5 million?

In the March Quarterly they say average monthly recurring revenues exceed 2 million. I take that to mean approx
January - $1.5 million , Feb - $2 million March - $2.5 million or thereabouts.

I'm just curious as to why people would deride Moelis' numbers on the one hand and applaud Petra's on the other?

Expand

I took the dates of recurring revenue from the dates they were announced, not guessing at dates from before that, where did you get March at 2.5 mill or thereabouts?

Happy for you to provide the dates the recurring revenue upgraded that are different to mine, I supplied the dates and out of what Ann they came from in this link.

https://hotcopper.com.au/posts/23735193/single

Look forward to see your dates of the upgrades and when they commenced, without speculating that they've been running longer than from when they were announced.

Cheers.

Last edited by melastcracker: 04/05/17

AJX Price at posting: 53.0¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

RDN

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

EMD

Emyria's Empax Centre chosen for mental health clinical trial

BRX

Belararox delineates another porphyry in Argentina at Tambo South

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

AML

Cultural heritage agreement puts Walford Creek exploration back on the map

SBW

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

STX

Strike Energy secures $153 million for Perth Basin gas projects

FHE

Frontier Energy achieves key milestone for Waroona energy project

There are more pages in this discussion • 64 more messages in this thread...

First 60 Last

Add AJX (ASX) to my watchlist

(20min delay)
Last 1.1¢		Change 0.001(5.00%)		Mkt cap ! $16.40M

Open	High	Low	Value	Volume
1.0¢	1.1¢	1.0¢	$479	46.06K

Buyers (Bids)

No.	Vol.	Price($)
6	5248052	1.0¢

Sellers (Offers)

Price($)	Vol.	No.
1.1¢	134000	1

View Market Depth

No.	Vol.	Price($)
6	5248052	0.010
2	200099	0.009
2	182600	0.008
1	200000	0.007
2	1000032	0.006

Price($)	Vol.	No.
0.011	134000	1
0.012	186887	5
0.013	486009	5
0.014	363311	2
0.015	1001200	2

Last trade - 12.12pm 21/06/2024 (20 minute delay)

AJX (ASX) Chart

Petra Capital has initiated coverage of Alexium, page-60

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

Emyria's Empax Centre chosen for mental health clinical trial

Belararox delineates another porphyry in Argentina at Tambo South

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

Cultural heritage agreement puts Walford Creek exploration back on the map

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Strike Energy secures $153 million for Perth Basin gas projects

Frontier Energy achieves key milestone for Waroona energy project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Petra Capital has initiated coverage of Alexium, page-60

Top Stories

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

Emyria's Empax Centre chosen for mental health clinical trial

Belararox delineates another porphyry in Argentina at Tambo South

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

Cultural heritage agreement puts Walford Creek exploration back on the map

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Strike Energy secures $153 million for Perth Basin gas projects

Frontier Energy achieves key milestone for Waroona energy project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News