AVR 2.27% $9.00 anteris technologies ltd

Ann: Appendix 4C - quarterly, page-31

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  1. 12,157 Posts.
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    I think you have it right

    sales increase - tick
    cost increase - cross

    They really need to nail them both for the market to take notice.

    Hopefully a fair chunk of the inventory is related to the Adelaide hospital delays. It should start making its way out the door soon. When that moves we should see increasing revenue without the associated cost of obtaining the inventory. Some restocking but a lot of the cost is already paid for in prior Q's.

    This segment of the business could surprise to the upside next half.

    They made special mention of the opening in the Q commentary.
    Last edited by pauljbo470: 26/07/17
 
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