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8.1¢ nuheara limited

Bb and Teddy clearly know something about the system. Regardless...

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ElleBee

779 Posts.

239

20/05/23

23:06

Post #: 67881313
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Originally posted by the trickster: ↑

1) Perhaps reread what I wrote and what was stated in the recent webinar. It appears you are pushing a narrative on ‘how” it works rather than dealing with the specifics of the situation at hand.
2) Currently to specific customers they are invoicing on shipping, that may remain the case or may not. But that is what the situation is currently, they fulfil an order and ship and issue an invoice with payment terms. What it will be in the future?, I don’t know neither do you. It may change it may not.
3) Risking jobs? Some of these stores in the US such as Best Buy are rolling OTC Hearing clinics in selected stores, which they need product to stock. Currently HP Pros are the only OTC product with QUH classification. Do you know what that means? According to a list published late last yr NUH was the only manufacturer meeting that requirement. That may have changed since, but do you see the fallacy in your argument, you have made some very questionable general assumptions to draw questionable conclusions.. There is actually a lack of product out there meeting QUH criteria to stock in bricks and mortar, but there is product meeting other criteria for online sales. Why are they rolling out and establishing in store OTC hearing clinics? Whoever made that decision are they risking their job? Best Buy is not the only one establishing instore OTC hearing clinics. Maybe they know something that you and I dont?
4) No sale return? I don’t know what you’re talking about, who claimed there was no return provision?
5) The $1mln invoicing is not to 1 customer, the initial shipment announced in late Feb is to a specific customer. The $1mln is what was invoiced until end of April. Please read carefully and not assume.
6) The product is being sold. The “sold” does not occur at invoicing by the customer but over time via their online and bricks and mortar channels once stocked. We are not privy to the terms. But I also refer you to point 3 above for context.
7) Yes, I do agree, NUH has a tendency to make vague and at times ambiguous statements so it can be hard to determine what they mean, I am not sure why that is, I would much prefer straight forward statements and no BS, but they are also not the only company guilty of this crap. Because of that I do some digging and verify as much as i can. Secondly , their current approach is also quite different to their previous approaches, when has NUH taken specific orders and invoiced on shipment previously? There is a clue right there that something is different.
8) what is going to drive this stock is scale, be it scale in distribution or scale via OEM/s or scale via chip sets with their IP or all 3. They have just started rolling stuff out. But if they land a deal with scale which I believe they will, then it is a different ball game and a complete re-rate. And if they land more than one, strap yourself in.

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Bb and Teddy clearly know something about the system. Regardless of whether they hold or not, they give out some good information about how things work and instead of arguing every point, you can actually learn something. Cashflows are an issue for good companies in this environment. The fantasy that NUH are getting awesome terms is just that. A CR is a good result for NUH at the moment because your fantasy about OEM cash flying in is highly unlikely to eventuate in time. The alternative is obvious.

Maybe Stu can ring the Best Buy retail staff and you two can have a meeting to discuss the how Nuheara is tracking?

NUH Price at posting: 13.0¢ Sentiment: None Disclosure: Not Held
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