RLF 0.00% 4.8¢ rlf agtech ltd

my calcs for 4c thoughts

  1. 733 Posts.
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    Howdy Nord S ...

    so .. my calcs are from the following ..

    3rd Qtr historically has been roughly close to 1st Qtr numbers ... last year Q3 this was $1.4m from memory ..

    1st Qtr this year was $2.2m..? add on to that $600k of sales from 2nd Qtr that did not get shipped and billed to China clients due to covid restrictions.. and Ken H confirmed these are now coming into this quarter .. with no costs as they were paid for in previous Qtr ..

    then ... the unknown .. China now has 55 sales reps running.. this time last year was 35 .. ALL covid restriction in China now been removed ( in Jan ) so full operating capacity is and has been available.. they also are now operating in 3 more countries as compared to last year.. Vietnam , Cambodia and Philippines.. so some sales adding in from them as well ... how much ..? not expecting millions but still get some ...

    add them all up and "easily" can say $2.8m this quarter .. plus upside.. ( $2.8m is 100% increase YOY for same Qtr ).. if they have got more sales traction with covid restrictions lifted in Jan and new countries.. how much this Qtr ..??

    yes some guess work but as I said .. lets see how the components as detailed above come through ...

    staying tuned ..
 
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