NUH 0.00% 8.1¢ nuheara limited

Ann: HP Launches Nuheara Co-developed Elite Earbuds at CES 2021, page-108

  1. 1,052 Posts.
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    I am choosing to expect less than 1% of HPs "notebooks" to automatically/preferably get NUH product.
    That's because HP Dragonfly is their very high-end product and Samsung and Apple are pushing their buds hard.
    So <500,000 in year 1. Then growing. Then spreading. Say 250,000 in year 1, doubling year 2. Very few corps maintain $ growth above 40% unless they can outsource, which it appears NUH can.
    @chi1991
    ..........used a MC/sales of 5. In the case of PAR another analyst used 7 where there are not even significant current sales.
    On the other hand, same poster used 400k from HP, rather more than i am expecting.
    So at 7* ($10m +$25m)=7*$35m=$245m MC, close enough to chi1991.
    So roughly 3x current price is justifiable by early next year.
    IMO. DYOR.
    Last edited by ceviche: 18/03/21
 
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