NAN 1.07% $2.83 nanosonics limited

Ann: H2 FY24 Trading Update, page-7

  1. 24,011 Posts.
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    This update shows
    1. The US direct sales model is a great success. Well done Mr Kavanagh. Well placed rumours suggested the model was failing.......Shorters eat this and may have indigestion.
    2. Revenue is tracking up significantly. Revenue is the lifeblood of NAN. Second Half 2024 ..............a record
    3. Sales pipeline filling
    4. Installed base, both New and Upgrade have resumed an upward trajectory after a dismal First Half 2024
    5. A total of 3,850 trophon units were placed during the year, comprising 2,340 new installed base and
      1,510 upgrade units.
    6. I expect the divergence between SP and Revenue to narrow. The Gap now is a record and should worry shorters
    7. What NAN management says is the truth. Any alternatives are just that........................
    8. Nanosonics expects to report gross margin at the upper end of the range specified in the FY24
      outlook statement, and operating expenses also within the range specified in the Company’s FY24
      outlook statement.
    9. Truth does matter. Lies have consequences.
 
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