be good to hear speculation on what folks think will be in the...

be good to hear speculation on what folks think will be in the Fuji deal and the longer term cash flow outlook:

- 3 years fuji contract
- labcon was $15M . something similar?
- cash injection upfront to help with BCT cashflow challenges

BCT have always said it is a follow the leader market. With Fuji being a leader and with us now having our own direct line, and that they are small and running out of cashflow - i expect BCT will be discounting to Fuji to rocket the product into market.


there are 2.5M + IVF cycles performed every year . how many would Fuji be involved in? at US US$3-$4 per tube? and chips, readers... (perhaps at a discounted rate??)

cash flow:
BCT are spending around $4M per year
About a $1M in sales revenue per year
typically about $1M in R&D tax rebate

if Fuji delivers $5M per annum , BCT expenses will increase also. maybe $1.5M profit?

(BCT still Have some of the fed grant $ to draw down on as a one off )

would this deal help bring Labcon back to the table? they still haven't drawn down much on their $1M credit....

do folks think a CR is coming immediately after a possible deal is announced?

maybe if our direct sales pick up we could be cash flow positive in a couple of years?

all rough figures, happy to be corrected. DYOR , AIMO..