SE1 0.00% 0.2¢ sensera limited

Ann: Appendix 4E and Annual Report, page-42

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    A bit of irony here .... one of our customers got EUA for treating certain Covid19 patients last week using a product with our sensor in it.
    Liked by Tim Stucchi

    https://hotcopper.com.au/data/attachments/3670/3670405-ffb3e0a7efdd4e6ca399555b15679dc4.jpg

    I have picked this thread to post this for a reason.
    The annual report looked good, WITHOUT NanoDX.

    https://hotcopper.com.au/data/attachments/3670/3670406-4ba913e26c5f073499224941b1e8cf7e.jpg

    There was no commentary on NanoDX in the annual report.
    I wrote the following comment

    Remembering this commentary ( other than outlook paragraph above ) is about the financial year gone. I'm assuming any sales to NanoDX in the last financial year were immaterial and would be referred to as R&D income. Two customers were above 10%, AbioMed and Nova Biomedical. The good news is Nova Biomedical are progressing well .... that's about 250,000 sensors ( $1.50 ea ), well past prototype stage! And we have been told, ramping to material volume in the first quarter this financial year ... the first quarterly is looking like a ripper.

    (i) Information about major customers
    The Group had the following major customers with revenues amounting to 10 percent or more of total group revenues:
    Consolidated
    2021
    US$
    Customer A (MicroDevices) $1,933,792
    Customer B (MicroDevices) $369,000

    If this business can get to breakeven on AbioMed and Nova BioMedical, then it creates a platform from which it can rise from the ashes.
    A company worth more than $8M MC.
    I'll hold the shares I have left until the quarterly ... and the re-assess.

    GLTAH


 
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