I'll look forward to seeing your revised numbers after the 4C...

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dbd25

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16/01/22

15:14

Post #: 58898712
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Originally posted by Access2020: ↑

Howdy DD. The plan was to update the model but with the 4C and more importantly, the half yearly right at our door step it will be easier to do a full wholesale update and post, which will also incorporate the JV.

In terms of your question, while I don’t have the exact numbers at hand - I’m still on holiday - I do recall that more recent orders are likely to be impacting FY2023 as the JV still has orders that are yet to be fulfilled.

Beyond that though there is massive upside risk to my numbers.

The way my unit sales forecasts work is that I include all known orders with company advised timing. I also add future orders on top which I estimate/forecast.

But as Zoleo is still fairly new and as a rule, I’m super conservative in my forecasts, you will note that my forward unit sales forecasts show limited growth.

This is an another reason why my forecasts and price target are of a higher certainty because even with low assumptions the numbers look amazing.

In terms of the upcoming 4C it should be strong and I see that very large upside gap closing. I’m a bit annoyed there still remains a lower gap. I’d be happy to see that close before we move higher. Exciting times ahead!!!

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I'll look forward to seeing your revised numbers after the 4C comes out. It'll be interesting to see also the next update from BCC concerning fresh Zoleo orders, to see if the recent surge is sustained.

All IMHO, DYOR

BCC Price at posting: 42.5¢ Sentiment: Hold Disclosure: Held
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I'll look forward to seeing your revised numbers after the 4C...

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