DXN

4.71%

8.9¢ dxn limited

Ann: DXN Announces Resignation of MD and appointment of CEO, page-120

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mickey1979

2,720 Posts.

270

20/01/22

14:35

Post #: 59011877

Originally posted by capt.sardine.tin: ↑
Nothing like a bit of panic amongst retail traders to offer up some serious price swings and profit opportunities.

Even with the change of the guard, the business is growing YoY and presenting a better outcome than it did this time last year. Perhaps not to the flavour of some.

I'm still expecting the following numbers to be hit this year. Which could also see DXN's revenues exceed their MC.

Note, this also doesn't factor in any new business. So still plenty of room for growth.

Downsides:
1. Timing of payments. This company cares about Receipts from Customers, not forward revenue.
2. Connected Farms, if lost, has a substantial impact on revenue, however, due to the other contracts that have been won its impact has been mitigated.

It is all about RISK appetite!
Revenue Sources
Q1 FY22 Q2 FY22 Q3 FY22 Q4 FY22 Total
1 Data-centre Operations (Management)
$240,000.00 $240,000.00 $240,000.00 $240,000.00 $960,000.00
2 Darwin Data-Centre Operation

$425,000.00 $425,000.00 $425,000.00 $1,275,000.00
3 Recurring Revenue
$240,000.00 $665,000.00 $665,000.00 $665,000.00 $2,235,000.00
4

5 Newcrest Mining (Build)
$200,000.00

6 APX Partners (Build)

7 APX Partners (Management)
$50,000.00 $50,000.00

$100,000.00
8 Connected Farms (Build)

$1,000,000.00 $1,000,000.00 $2,000,000.00
9 Streamline Connect (Build)
$300,000.00

10 Covalent Lithium Pty Ltd
$100,000.00

$100,000.00
11 Boeing Defence Australia
$200,000.00

12 Sub.Co

13 SISCC

14 Covalent Lithium Pty Ltd (Extension)

$400,000.00 $325,000.00 $100,000.00 $825,000.00
15 BSCC
$200,000.00 $450,000.00 $450,000.00
$1,100,000.00
16 Wingfu.Africa
$500,000.00 $1,700,000.00 $1,000,000.00
$3,200,000.00
17 Sub.Co (Oct 21)

$500,000.00 $1,200,000.00 $800,000.00 $2,500,000.00
18 Fintech POC

$250,000.00 $400,000.00

19 Modular DC Revenue:
$1,550,000.00 $3,350,000.00 $4,375,000.00 $1,900,000.00 $11,175,000.00
20 Total Revenue
$1,790,000.00 $4,015,000.00 $5,040,000.00 $2,565,000.00 $13,410,000.00
21 Excluding CF - Total:
$1,790,000.00 $4,015,000.00 $4,040,000.00 $1,565,000.00 $11,410,000.00
Expand
Hi Capt,

Thanks for the great summary. You are right. This company doesn’t have any plan about future revenues. All the contracts they signed seem to be just enough to cover 1 quarter of expenses.

The closest big multiple contract win was that Connected Farm but that was just a fluff. We can pretty much write that project off. We need something similar to Connected Farm and not single individual contract.

I have some questions for you mate:

1.) Do you think they sufficient cash flow for the next 2 quarters?

2.) how will they score big projects to keep monies coming in?

DXN Price at posting: 0.9¢ Sentiment: Hold Disclosure: Held

1 Upvote

0 Great analysis

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Ann: DXN Announces Resignation of MD and appointment of CEO, page-120

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

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	Revenue Sources	Q1 FY22	Q2 FY22	Q3 FY22	Q4 FY22	Total
1	Data-centre Operations (Management)	$240,000.00	$240,000.00	$240,000.00	$240,000.00	$960,000.00
2	Darwin Data-Centre Operation		$425,000.00	$425,000.00	$425,000.00	$1,275,000.00
3	Recurring Revenue	$240,000.00	$665,000.00	$665,000.00	$665,000.00	$2,235,000.00
4
5	Newcrest Mining (Build)	$200,000.00
6	APX Partners (Build)
7	APX Partners (Management)	$50,000.00	$50,000.00			$100,000.00
8	Connected Farms (Build)			$1,000,000.00	$1,000,000.00	$2,000,000.00
9	Streamline Connect (Build)	$300,000.00
10	Covalent Lithium Pty Ltd	$100,000.00				$100,000.00
11	Boeing Defence Australia	$200,000.00
12	Sub.Co
13	SISCC
14	Covalent Lithium Pty Ltd (Extension)		$400,000.00	$325,000.00	$100,000.00	$825,000.00
15	BSCC	$200,000.00	$450,000.00	$450,000.00		$1,100,000.00
16	Wingfu.Africa	$500,000.00	$1,700,000.00	$1,000,000.00		$3,200,000.00
17	Sub.Co (Oct 21)		$500,000.00	$1,200,000.00	$800,000.00	$2,500,000.00
18	Fintech POC		$250,000.00	$400,000.00
19	Modular DC Revenue:	$1,550,000.00	$3,350,000.00	$4,375,000.00	$1,900,000.00	$11,175,000.00
20	Total Revenue	$1,790,000.00	$4,015,000.00	$5,040,000.00	$2,565,000.00	$13,410,000.00
21	Excluding CF - Total:	$1,790,000.00	$4,015,000.00	$4,040,000.00	$1,565,000.00	$11,410,000.00

Ann: DXN Announces Resignation of MD and appointment of CEO, page-120

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