$8m is now my baseline for FY20 (assuming 30% tax rate and no tax asset inclusion), and that's a low baseline given production increases and progress of Alusion sales.
I noticed management were careful when talking about the 2200T capacity. They didn't say it's in excess of current demand - rather, they said it's in excess of "current order intake". Very big difference.
Given how conservative this bunch are, $12m NPAT for FY20 is not unreasonable in the least (again, assumes a full 30% tax and no tax asset realisation, nor R&D benefits). It also doesn't include any benefits from the reduction in 24/7 shift work and the spike in wages as a result.
And correct me if I'm wrong, but Merck might be paying a decent sum of money in FY22 if they want to continue with Alusion exclusivity...
As for the remaining IP - if even 1 in that list works, it's just icing on the cake.
- Forums
- ASX - By Stock
- Ann: ANO Investor Presentation Update
$8m is now my baseline for FY20 (assuming 30% tax rate and no...
-
- There are more pages in this discussion • 159 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
CC9
Chariot Corporation (ASX:CC9) refines Black Mountain strategy, launching Pilot Mine to seize U.S. lithium opportunity
Add ANO (ASX) to my watchlist
(20min delay)
|
|||||
Last
77.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $48.08M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5273 | 77.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
90.0¢ | 5250 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5273 | 0.770 |
1 | 49122 | 0.760 |
1 | 24 | 0.730 |
1 | 42952 | 0.720 |
1 | 714 | 0.700 |
Price($) | Vol. | No. |
---|---|---|
0.900 | 5250 | 2 |
0.950 | 5000 | 1 |
1.000 | 11450 | 2 |
1.050 | 5000 | 1 |
0.000 | 0 | 0 |
Last trade - 16.12pm 04/10/2024 (20 minute delay) ? |
Featured News
ANO (ASX) Chart |
Day chart unavailable