thought id make it alittle more interesting. Asked using current...

thought id make it alittle more interesting. Asked using current deals, finiancing, and last 4c, what if 3DA was to get another $20mill deal before July 1st.

6. Final Estimate

Assuming the $20M USD deal is a revenue-generating contract announced before July 1, 2025, and considering partial revenue recognition and market enthusiasm, the market cap could reasonably range from:

• Conservative: AUD 300–400M (partial revenue, stable P/S of 15)
• Base Case: AUD 400–600M (full revenue, P/S of 15–18)
• Optimistic: AUD 600–800M (full revenue, P/S of 20, strong sentiment)

The base case of AUD 400–600M seems plausible, balancing the deal’s size with Amaero’s growth-stage dynamics and market conditions.

7. Caveats

• Lack of Revenue Data: The estimate relies on assumed current revenue. Actual financials could alter the P/S ratio significantly.
• Deal Structure: If the deal is a loan, grant, or multi-year contract, the impact may be diluted.
• Execution Risks: Amaero’s negative EBITDA suggests operational challenges. The deal’s profitability is uncertain.
• Market Volatility: ASX performance and global trade issues could suppress valuation multiples.