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Glyco

6,165 Posts.

2346

12/03/18

10:13

Post #: 31681063
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Originally posted by Glyco ↑

From memory, Dr Yacov mentioned in radio interview, Gross Margin ( 40-50%?) is quite high.

IF Net Margin/Profit is a 20%:

Y1, $125m , NP=$25m
Y2, $200m, NP=$40m
Y3, $300m, NP=$60m
Y4, $350m, NP=$70m
Y5, $400m, NP=$80m

(Figures exclude G Patch monthly subscription on U$5/mth, $60/yr, per customer)

Then apply PE, 20, 30, 40, 50?

Divide by Sh+Op

=Share price

-

304m+26m=340m,
plus
performance shares when milestone is reached

(All figures above open to debates)

LTH will be happy as larry
(If anyone is good with xL spreadsheet, can I invite you to post some scenarios)
-
Before anyone scream at the high PE, may i suggest you look at:

A2M PE, 40 to 60, PEG
Why?
High YoY growth of >40 %

Next week will be nail-biting!

Cheers
G
~

Google " PEG ratio",

PE Growth ratio, different from PE ratio.

In simple terms,

If low growth sectors, if YoY growth is 10-15%, use PE 10-15,

If high growth new sectors, and YoY growth is 40-60%, then use PE 40-60%
-

Expand

If anyone read the HC thread " Alan Kohker Interview with Dr Yakov"

Gross Margin/Profit is actually 70% ( higher than 50% quoted in previous post).

Stocks supply is drying up.

Let's see , this or next week, if we could hit 43c, CR sp, that Instos were happy to pay late last year.

Btw, Dr Yakov bought a few at 36c too, late last year.

Cheers
Aimo
G
~

Last edited by Glyco: 12/03/18

GMV Price at posting: 37.5¢ Sentiment: Buy Disclosure: Held
9 Upvote

1 Great analysis

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