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$200m+ Sales in 2 years, page-60

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Wazzamagoo

637 Posts.

183

23/06/18

09:37

Post #: 33899568
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Originally posted by musky45 ↑

Just wanted to say that i'm very much appreciating your thoughtful posting, so please don't disappear. I also thought it might be instructive to add some data points to your original post in this thread....

Basically, WP has presented a chart to shareholders that implied revenue targets / expectations out to 2023 - and in short, they are jaw dropping. Any time i see something like this rather than get excited, i usually try to temper expectations, set a margin of safety and reassess - so here are some tempered alternatives.

1. WP hits it out of the park and the Revenue (and implied SP) is as per his AGM Preso graph
2. WP was a tad enthusiastic and only hits 75% of the expected / forecast revenue
3. WP was a lot enthusiastic in his forecast and only hits 50% of expected / forecast revenue
4. WP was smoking Payote, and the forecast was overstated by 4 x - only 25% of it comes through.

* All scenarios use the same SP = 3 x revenue multiple for consistency (even though its a crude way to come up with an SP)

I don't know about anyone else, but on a 5 year investment horizon they all look pretty damn good.

View attachment 1160622
Thanks again Zoeller, keep up the good work.

Musky.

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And none of those scenarios include a TAVR partnership right?

W

AHZ Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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(20min delay)
Last $13.19		Change -0.010(0.08%)		Mkt cap ! $279.0M

Open	High	Low	Value	Volume
$13.23	$13.23	$13.02	$46.38K	3.549K

Buyers (Bids)

No.	Vol.	Price($)
3	489	$13.02

Sellers (Offers)

Price($)	Vol.	No.
$13.19	630	2

View Market Depth

No.	Vol.	Price($)
2	547	13.050
2	483	13.020
2	6	13.010
1	7	13.000
2	51	12.990

Price($)	Vol.	No.
13.190	67	1
13.200	1000	1
13.230	120	1
13.350	300	1
13.500	3567	3

Last trade - 10.35am 02/09/2024 (20 minute delay)

AVR (ASX) Chart

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