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McKhenry

5,440 Posts.

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26/03/21

10:08

Post #: 52057463
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Originally posted by Holdtight: ↑

@superG, I will answer this one question and will not get involved in your quibbling. THESE ARE MY OPINIONS and I am entitled to them, as you are with your posts.

The SP and and underlying business are disconnected at the moment. WHY? I have no idea. The full $10m PFG is in full usage, plus part of the last cap raise plus the renewed Eastfield 45 days term finance. The lights are being built at full full speed. Those purchase orders made in the Dec quarter have begun to land. The 6 month guidance of $24m-$28m remains on target. IMHO they will beat these numbers by a margin. Depending on global chip delays. The second half of the year will be where the most money is made. I am expect guidance on that around May/June.

The simple answer to the $100mAUD revenue question has 4 parts.

(1) The $10mUSD trade facility can be rolled every 45 days. Some is rolled 90 days. So allowing for say 3 partial rolls per year makes for $30mUSD ( $38m AUD ) production which equates $75mUSD revenue ( $95mAUD.)
(2) Eastfield offer normal commercial terms and so too does manufacturer 2, 3 and 4
(3) Non of current guidance includes revenues from new SKU's such as switch. I expect switch to be a good seller.
(4) After the first successful roll of the PFG facility, I am betting they plan an upward review of trade facilities.

Try to keep the faith for a few more months. If the coy falls with its guidance then I see this ground for removing the CEO. Until that happens I will be remaining positive and understanding that my investments usually take 5-7 years to bear fruit. I am 4 years in.

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Interesting on time line, what you invested in originally is different to what you have now

BUD Price at posting: 3.8¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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