The big unknown is the Tech and Market Risk on page 13 of the...

First 5 Last

Share
Profile

Follow
Bullrush007

6,170 Posts.

747

02/03/20

20:05

Post #: 43266220
Share

Originally posted by awg801: ↑

I could be wrong but I believe this is the first time BLG have published forecast earnings. Previously, discussions with analysts have led them to forecast potential earnings, not BLG.

This preso is clever (tricky) in publishing lines on a graph vs actual numbers. Very hard to pull the revenue number for 2020 & 2021 from that graph, but, then again, that is not the point. They are providing a high level view of what they conservatively think is possible and the revenue trend is definitely up.

We all know BLG will need to raise some funds, but it is important to note, it will probably only be for operational expenses + some capital for setting up the laser diode test facility. The outsourced packaging work is an opex expense. I would expect the results of laser diode prototype development will be announced to support their financing endeavours. It may be a mix of debt and capital raising (sophs + SPP).

BLG has control of laser diode development. BLG has less control over the other development pipelines, and these could bear (financial) fruit at anytime.

The question is - Does history repeat? If it does, have a look at the 5yr chart. That may be a guide of what could happen. Note - You can see the impact of two capital raisings. The second was for the facility upgrade and scaling, which is still in progress (i.e. G4 conversion to RPCVD).

Expand

The big unknown is the Tech and Market Risk on page 13 of the presentation

How much of that forecast revenue will be impacted by this coronavirus?!

The G4 commissioning seems to have already been impacted

Long way to go!

BLG Price at posting: 5.7¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

DUG

DUG Technology taking Shell to US District Court over A$4.75M dispute

BEO

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

EMD

Emyria Advances kicks off National Rollout with Avive Health Agreement

WC8

Wildcat’s PFS elicits lacklustre response

First 5 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 1.0¢		Change 0.001(5.26%)		Mkt cap ! $25.76M

Open	High	Low	Value	Volume
1.0¢	1.0¢	0.9¢	$3.554K	356.7K

Buyers (Bids)

No.	Vol.	Price($)
17	4898196	0.9¢

Sellers (Offers)

Price($)	Vol.	No.
1.0¢	717616	2

View Market Depth

No.	Vol.	Price($)
17	4898196	0.009
28	8879503	0.008
12	3457142	0.007
3	1100166	0.006
6	2340000	0.005

Price($)	Vol.	No.
0.010	717616	2
0.011	8678089	12
0.012	8285443	8
0.013	1157763	3
0.014	820095	4

Last trade - 13.17pm 29/07/2025 (20 minute delay)

BLG (ASX) Chart

The big unknown is the Tech and Market Risk on page 13 of the...

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

DUG Technology taking Shell to US District Court over A$4.75M dispute

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

Emyria Advances kicks off National Rollout with Avive Health Agreement

Wildcat’s PFS elicits lacklustre response

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

The big unknown is the Tech and Market Risk on page 13 of the...

Top Stories

HotCopper Trends: Vection's $7M, Liontown dips & Wildcat PFS

DUG Technology taking Shell to US District Court over A$4.75M dispute

One of the biggest jumps today is the most obscure: Beonic Ltd up +65%

Emyria Advances kicks off National Rollout with Avive Health Agreement

Wildcat’s PFS elicits lacklustre response

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News