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As distributor for the ROva (AEE is the manufacturer), I would...

  1. 636 Posts.
    As distributor for the ROva (AEE is the manufacturer), I would suggest cost at 1/3 of RRP (so more like US50, my guess only)

    As distributor for the Airselfie (airselfie holdings the designer/ AEE the manufacturer) I would have thought cost (share to aee and airseflie) higher and more around US150-180 from RRP of Us399

    I would have though only around 5000-1000o units depending on mix

    So a much smaller numbers of units funded....FAR SMALLER than
    a) the 25m revenue they forecast for calendar 2017 (asx ann)
    b) the 40,000 units they ordered from AEE of Rova (asx ann)
    c) the 15,000 units they paid a deposit to AEE for Airselfie (asn ann)

    Quarterly will be interesting. What orders actually received from retailers? What inventory do they have? Lead time to manufacture, deliver, invoice and collect? A small raise like this doesn't appear to fund significant inventory for a stock build for units to be instores for the Xmas trading period (say late Nov post Thanksgiving in the US). Only weeks to get they built and shipped.....if they have orders (Retailers will have planned they shelf space and promotions already...)

    IMO DYOR
 
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