considering, that this value add step, of Arasor being an integrator, as from denis email, says their new business model is to sell value added units worth several thousands dollars, cw 20-30 dollars for individual parts.
It is a major value add, and what did pattersons say about 3.6 mill light sources, and 2.4 million light engines pa worth revenue of 840 million.....
Bit hard to speculate without seeing the context of the full 2008 forcast...are we saying the above does not include the integration step?
Bit dificult to mix and match pattersons numbers and arasors.
We will have to wait for guidence, that will factor costs as well, but i think even a low ball, tens of million NPAT to Arasor, on a PE of 8, still puts at todays prices, standing in the car park of a much larger arena.
