Australia's largest stock trading and investment forum Australia's #1 stock forum

NUH

Click for more information

0.00%

8.1¢ nuheara limited

Ceviche your market cap of 235 million is only in the basis of...

First 116 Last

Share
Profile

Follow
Thatrandomdude

52 Posts.

69

18/03/21

20:43

Post #: 51878858
Share

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

Reply

Top Stories

Is the ASX getting its groove back? Here's 5 IPOs in September to watch

SRN

Copper and zinc zone prove exciting news for Surefire close to WA's Yidby

DEL

Delorean unlocks $30M through Tanarra finance facility for bioenergy projects

ADH

Adairs MD and CEO steps down after 17 years in company management

FEG

China's Xingye snags 19.99% stake in Far East Gold, eyeing latter's Indonesian gold play

There are more pages in this discussion • 8 more messages in this thread...

First 116 Last

Add NUH (ASX) to my watchlist