Those announcements were much bigger than I expected.
glad to see they're talking advantage of federal budget incentives too.
interesting that they're investing even more in dispersion manufacturing. At last year's AGM they were talking about just making the powder; I guess they found another customer base wanting ready made stuff, or close to it.
A thought:
250m sunscreen tubes at 100g each = 25000T of sunscreen
At 20% ZnO, that's 5000T (what we've been told)
- if they sell 50% capacity (125m tubes)
- at $15 per tube on average ($1.875bn)- with 7.5% going to active ingredients
that's $140m in revenue. At 50% GP, $70m
take out $5-10m overhead (currently less than that), and you get the idea.They're obviously not going to fill this demand immediately, but this is their target.
it's worth noting these guys are pros at investing at the bottom of the cycle. TWD did it again (read yesterday's announcement), and they're now reaping the benefits.
If I wasnt stuck in the dictatorship that is Victoria, I would attempt to get to the AGM...
- Forums
- ASX - By Stock
- ANO
- Ann: Chairman's Address to Shareholders
Ann: Chairman's Address to Shareholders, page-3
-
- There are more pages in this discussion • 37 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
Add ANO (ASX) to my watchlist
|
|||||
Last
76.5¢ |
Change
0.020(2.68%) |
Mkt cap ! $47.77M |
Open | High | Low | Value | Volume |
74.5¢ | 76.5¢ | 74.5¢ | $8.238K | 10.88K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 10032 | 72.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
79.0¢ | 500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 10032 | 0.720 |
1 | 425 | 0.705 |
0 | 0 | 0.000 |
0 | 0 | 0.000 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.790 | 500 | 1 |
0.900 | 10000 | 1 |
1.050 | 15000 | 1 |
0.000 | 0 | 0 |
0.000 | 0 | 0 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
ANO (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online