ACR 0.00% 6.7¢ acrux limited

Some random numbers in US$ - 1. assuming a % share of the 500m...

  1. 494 Posts.
    Some  random numbers in US$ - 1. assuming a % share of the 500m addressable market; and
    2. ACR employs a similar partnering strategy based on royalty payments.... no milestones counted here.

    not insignificant, but the challenge as always is guessing what the market share % achievable is.... IF they actually have/ can develop a good/superior product/application AND they can secure a capable partner AND negotiate acceptable commercial terms AND the partner is successful in marketing this product THEN there is significant upside for ACR...


    Column 1 Column 2 Column 3 Column 4 Column 5 Column 6
    0   SCN1 SCN2 SCN3 SCN4 SCN5
    1 Addressable market 500 500 500 500 500
    2 Market share 5% 10% 15% 20% 25%
    3 Opp Sales 25 50 75 100 125
    4 Royalty 15% 15% 15% 15% 15%
    5 ACR incremental Profit 4 8 11 15 19
    6 Incremental EPS[/B] 0.02 0.05 0.07 0.09 0.12
    7            
 
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