I agree badger. These will be considered commercial sensitive...

First 188 Last

Share
Profile

Follow
samer_1976

255 Posts.

180

30/06/22

09:27

Post #: 62288004
Share

Originally posted by bedger: ↑

It seems you are not alone in your unrealistic expectations on this announcement. Guys look at any similar announcements. You just don't get details of margins, prices and forecast units and revenue all buttered up for you.

Details will follow, or at least figures you can then dissect.

Back of the envelope, USA alone, 3 million people have implants and adds about 500K a year:

https://mirodentalcenter.com/dental-implants-facts-and-stats/

Lets be conservative and call North America 750K total. Let's also be conservative and only call all of Europe 1M. Just a half million in Latin America and despite its size, Asia just 1.25mill. We will call Oceania and Africa small figures and leave it at a very conservative 3 million.

BioHorizons does around 10% of global market. 40% require GBR.

Thats 3mill X 0.1 X 0.4 = 120K.

Connect the dots. OCC recently announced it was expanding its manufacturing capacity to "over 100,000 per year". 120K a year seems to correspond nicely to me. Let's go with that.

Lets go conservative again on price sold to BioHorizons. Let's go $50 USD per unit. That's $6,000,000 USD in revenues a year. You might want to say $10 gross profit per unit at $600,000 USD operating profit on this manufacturing deal of CelGro alone, conservatively.

This market pales compared to nerve. We then have tendon application down the line. But intially approaching $10 million Aussie revenues and $1 million gross profit, on conservative estimates, on the smallest revenue application of CelGro suits me just fine. Obviously that's not going to be immediate, but a transition to it in 2023.

I look forward to far more thorough analysis that refutes my quick sketchy take (Striate not my real area of interest in OCC). Anything but the constant dissatisfaction on lack of detail on here.

They just pulled a deal with a top 5 global dental Pharma out of the hat guys. It's a pretty awesome deal and to me holds far more value than the simple business figures, from the commercial focus and marketing endorsement of the technology this deal provides to Remplir and CelGro Tendon which the company will likely partner in supplying business to customer, rather than business to business, at far larger scale and higher margins. $€£€£$

Expand

I agree badger. These will be considered commercial sensitive numbers. In my experience, companies share TCV (Total Contract Value) when they release such partnerships deals but i have not seen personally a company share other numbers. Not to mention our partner might have put a condition in the contract to not share these details as their competitors will take advantage of this.

OCC Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 111 more messages in this thread...

First 188 Last

Add OCC (ASX) to my watchlist

(20min delay)
Last 37.5¢		Change -0.015(3.85%)		Mkt cap ! $78.49M

Open	High	Low	Value	Volume
38.5¢	38.5¢	37.5¢	$54.65K	144.5K

Buyers (Bids)

No.	Vol.	Price($)
1	3000	37.5¢

Sellers (Offers)

Price($)	Vol.	No.
38.5¢	44995	2

View Market Depth

No.	Vol.	Price($)
1	3000	0.375
4	54618	0.370
5	57979	0.365
9	54274	0.360
3	40369	0.355

Price($)	Vol.	No.
0.385	44995	2
0.390	40396	3
0.395	15000	1
0.400	45998	3
0.405	27000	3

Last trade - 16.10pm 07/05/2024 (20 minute delay)


Last 37.5¢		Change -0.015 ( 2.60 %)
Open	High	Low	Volume
38.0¢	38.0¢	37.5¢	37000
Last updated 15.09pm 07/05/2024 ?

OCC (ASX) Chart

I agree badger. These will be considered commercial sensitive...

Featured News

Tamboran is listing on the NYSE, and Wall Street is paying attention

Mantle Minerals to kick off drilling at Mt Berghaus in WA

Westpac tracks lower in profits in first half of 2024, with a 16% yoy drop amid slowing economy

Maiden drilling at West Arunta hints at major IOCG system for Rincon

Sold out signs go up for RIU Resources Roundup in Sydney

Buyers (Bids)

Sellers (Offers)

Featured News

I agree badger. These will be considered commercial sensitive...

Featured News

Top Stories

Tamboran is listing on the NYSE, and Wall Street is paying attention

Mantle Minerals to kick off drilling at Mt Berghaus in WA

Westpac tracks lower in profits in first half of 2024, with a 16% yoy drop amid slowing economy

Maiden drilling at West Arunta hints at major IOCG system for Rincon

Sold out signs go up for RIU Resources Roundup in Sydney

Buyers (Bids)

Sellers (Offers)

Featured News