AJX 0.00% 1.1¢ alexium international group limited

you are reading it right as far as the 20.2 figure goes - in the...

  1. 83,977 Posts.
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    you are reading it right as far as the 20.2 figure goes - in the publication.

    Whether it is correct or not I have no idea.

    To me - I won't care on the exact timing - as long as the figures are there.

    From what I am adding up - allowing for timing problems of say??????? 8 weeks - I get that 2017 is going to be very very fat.

    Which would put 2018 in the serious earnings class I would think.

    Certainly if the growth is as has been 'published' - 2019 to 2020 would be a year that a sale would be in the several billions - the start of 2020 is only a little over 3 years away - and 4 years to EOCY - that would make it about 6 years of commercialisation - more practically 5 years of real commercialisation -

    that's performance plus.

    Is that pie in the sky or speculation? Not for a growth company - you would expect the real growth to happen in about year 3 to 5 - so, it would be right on target - but, what makes it special is that not many make the grade.

    The evidence so far -------------- PUBLISHED is that it IS happening - what we wait for is to see the cash in the bank or the invoices out at least - but, we wait patiently because the company had told us ------------ publically - to expect a larger quarter this quarter and then a much larger quarter in the last cal. quarter this year - flagged time and time again.

    If, per chance they did fall short by a flys fart of time or amount - it matters not a zot.

    If, per chance they exceed it in amount (we will never know in time) - then, yes, it would be nice - but, unless it's by a whopper amount - then it also matters not a zot - in both cases it would just be a timing thing.

    The only real fuss is they they have given such a set concrete figure - and, that goes with the turf of that is what people then expect - but, really - if they got say 17.9 million instead of 18.5 - or 20.2 (of the known customers projected) - would it matter?????? - in my book - business wise - no.

    What is shaping up is that 2017 is going to be a great year (2016 already is really - but, nothing like the years that brings the bacon home) - after all, we aren't counting anything military from what I see (or very little) - but, we know that once that rolls it is a lot of money - and, it's already done - and, we have only really got news this morning on new non fabric developments - in a HUGE market - so, heavens knows how big that will be for 2017 and 2018.

    Add on that what they have flagged with the word license - which would not be factored in to anything - and, well, - one would be a brave investor to be wanting to wait to get a large position as time goes on - unless one wants to buy at a huge premium from here.

    Unless this falls flat on it's face - which I really can't see happening - I think any attempts at keeping the lid on it after the half year report (end of this half) or the Jan 4C - which I think is the more likely take off time - will probably fail dismally - in other words - anyone trying to get position cheap - will have to have it by then - at a guess.

    Between now and then - we will have news - I guess it depends on exactly what news - but, a blockbuster would end the game on the day also I would think.


    We shall see.
 
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