MYX

0.66%

$4.60 mayne pharma group limited

Ann: 2024 Half Year Investor Presentation, page-79

First 79 Last

Share
Profile

Follow
Hiddenvalue

2,888 Posts.

809

09/03/24

13:18

Post #: 72826508
Share

Originally posted by Dickkyboy: ↑

"Jan numbers from 44.5k to 39K. You are not using actuals as you claim, the 39k is fiction to make your point."

Not that it really matters - but if you read my post and see that it was in response to KP, I was actually putting out a theory on *why* Mithra sold a couple wks before results.

If poor Nextstellis results hit the market, the gains after the Oct fall, may have been repeated. But Jan (outside of the reporting period - why do you think they're there) is v rosey.

It is likely they were exposed to the flat growth of Oct, Nov, Dec and without a board seat were unaware of the actions of the company to address and also the Jan 'bounce' figures.

Then I added an observation that you wouldn't have 'forecasted' the 9% mOm if those Jan figures weren't that impressive (or presented) - 4 months flat would have raised huge questions about MYX's approach to marketing Nextstellis (again).

In previous posts we're agreed on one thing, and that's that Nextstellis is the huge upside in MYX. Has been since we paid a fortune for it. So as a speculator/investor, of course forecasts that are presented in a public forum are going to inspected.

I've got a huge (longterm) investment in MYX, so of course I've done my research and have my own forecasts.

IMO at the moment it's VITAL for MYX to keep a lid on costs (until Nextstellis is cash generating) and ensure that we can increase revenue without a huge tick in expenses. (Like the extra $20m in the HY - sure some for TmD, perhaps new Derm and new regions). The $10m savings need to be extended as we haven't stripped out the $ you'd expect after carving out 'the factory' and Generics.

If we are within 30% of your Nextstellis forecasts, without expenses increasing too much, we'll all be updating our holiday plans from Bali to Hawaii...

GL.

Expand

Nextstellis in theory should build further momentum as you get more woman using the product.

We should not underestimate the power of word of mouth and this form of marketing and growth will naturally increase as more and more woman use the product.

MYX should just find some influencer from tik tok and get them to market the product. Sales will boom!! Give it to a Kardashian to promote and pay a $M, again sales will increase.

MYX Price at posting: $6.98 Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

4DX

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

The winners & losers on market if negative gearing were gone

ZER

Zeta Resources seeks to resolve the Panoramic takeover story

The market's shrugged at China's stimulus measures all year. Why is this one different?

STK

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

NAM

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

ESR

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

DEG

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

There are more pages in this discussion • 62 more messages in this thread...

First 79 Last

Add MYX (ASX) to my watchlist

(20min delay)
Last $4.60		Change 0.030(0.66%)		Mkt cap ! $391.3M

Open	High	Low	Value	Volume
$4.59	$4.62	$4.51	$457.1K	99.80K

Buyers (Bids)

No.	Vol.	Price($)
1	131	$4.58

Sellers (Offers)

Price($)	Vol.	No.
$4.60	3549	1

View Market Depth

No.	Vol.	Price($)
1	131	4.580
1	131	4.570
3	773	4.560
2	773	4.550
3	1963	4.540

Price($)	Vol.	No.
4.600	3549	1
4.610	2000	1
4.620	4142	2
4.630	642	1
4.640	5773	3

Last trade - 16.10pm 27/09/2024 (20 minute delay)

MYX (ASX) Chart

Ann: 2024 Half Year Investor Presentation, page-79

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

The winners & losers on market if negative gearing were gone

Zeta Resources seeks to resolve the Panoramic takeover story

The market's shrugged at China's stimulus measures all year. Why is this one different?

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: 2024 Half Year Investor Presentation, page-79

Top Stories

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

The winners & losers on market if negative gearing were gone

Zeta Resources seeks to resolve the Panoramic takeover story

The market's shrugged at China's stimulus measures all year. Why is this one different?

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News