PNV

1.27%

$2.34 polynovo limited

Growth has been a consistent 50% give or take.You are talking...

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DocMcstuffins

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03/05/23

11:38

Post #: 67582951
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Originally posted by Hapman: ↑

Just look at the SP performance, Mr Market has made a loud and clear what it thought of the Q3 result. To agree otherwise just means you have your head in the sand.
I am not a pessimist nor am I a shorter but a realist and I hold lots of PNV shares. I do believe in the product but just not happy with how it has performed.
Every incremental 1m/mth extra should be achieved relatively easily going forward. To hit 7m/mth in revenue only requires an extra 10% from 6.4m achieved in March 23. Thu, unlike kicks I see them falling at very regular intervals for this financial year.
DW’s words, target is for each sales to achieve min 1m/year, we have 66 in US, 4+ ANZ, 3+ UK/Ireland ( top sale in US getting 3m/year) so shouldn’t be hard.
Posting my own hypothesis for the lumpy performance in Q3, some cannibalisation between MTX and BTM occurred in the period, early adopters (doctors already using and familiar with BTM) opted to also trial the free seeding MTX products in some procedures, thus leading to a drop in usage of BTM ( causing lumpy sales). Q4 will be key in my humble opinion, need to really hit one out of the park.
I have 7 m/mth hit by June 23 and at least 9m/mth achieved by Dec23. As I stated earlier I had 6m/mth hit by Jan23, 2 mths early, hoping for LTH that the reverse happens and 9 m is hit a few mth earlier.
To be a grow stock means we need to grow a regular intervals and not just be happy with hitting a minor monthly milestone.
I do not mind 6-12 mth cost of sales staff while getting their feet wet but I would really like to see our seasoned sales staff (2+years of service) having a minimum of 2m/year in sales as a target.

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Growth has been a consistent 50% give or take.

You are talking about accelerated growth, which I suspect will come.

Again, you focus on the share price, and don't really seem to have an understanding of the industry. Maybe the rest of the market thinks the same way - gives people who know a bit of an advantage in times like this.

Time will tell if I'm right.

PNV Price at posting: $1.50 Sentiment: Buy Disclosure: Held
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Last $2.34		Change -0.030(1.27%)		Mkt cap ! $1.616B

Open	High	Low	Value	Volume
$2.41	$2.43	$2.32	$5.953M	2.536M

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No.	Vol.	Price($)
3	29039	$2.33

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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1	2068	2.290

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Growth has been a consistent 50% give or take.You are talking...

Vysarn acquires Waste Water Services Pty Ltd for $7.5M; WWS to become subsidiary as expansion continues

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Tamboran kicks off Shenandoah South pilot project with SS-2H well spud

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Growth has been a consistent 50% give or take.You are talking...

Top Stories

Vysarn acquires Waste Water Services Pty Ltd for $7.5M; WWS to become subsidiary as expansion continues

Consumers cautious according to Harvey Norman, as profit slumps 35% in FY24

Lendlease sells off US east coast construction operations in latest global divestment push

The Calmer Co’s Anthony Noble reflects on record breaking FY24

PYC achieves key designation for drug aiming to treat blinding eye disease ADOA

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Helix investor makes partial takeover bid, proposing board changes

Week 35 Wrap: HotCopper’s top watched; ‘iron ore winter’ has started; Oz inflation @ 3.5% MoM; Harris fracking flip

WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

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