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Ann: HP Launches Nuheara Co-developed Elite Earbuds at CES 2021, page-116

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Thatrandomdude

52 Posts.

69

18/03/21

20:43

Post #: 51878858
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Originally posted by ceviche: ↑

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.

Expand

Ceviche your market cap of 235 million is only in the basis of sales with HP. A reminder other OEM deals are being announced, further expansion with HP, OTC hearing aid and possible OEM with on of the big 5 hearing aid companies and not forgetting their own sales for IQ max. For a 75 million dollar market nothing has been priced in and we will get a lot higher than 235 million. So that might be reach in the next 2 months enjoy.

NUH Price at posting: 4.6¢ Sentiment: Buy Disclosure: Held
19 Upvote

6 Great analysis

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