I'm definitely liking the position of the stock at the moment.
1. 800K profit for the last month.
2. Production doubling or more in the next month
3. Already orders (100T) to fill for the next quarter. Implies 33.3T per month
4. Scaling efficiency (employee costs going down to a fraction of total costs, very good in a high cost country like AUS).
Production doubling plus scaling efficiency could give us x2.2 or x2.5 the profit.
800K*12*2.2 = 21.1M
800K*12*2.5 = 24.0M
We will then be entering the all ords, (boost up to at least 25 PE).
Then after this hopefully the ASX300 at around a 400M market cap, further boosting the price due to ratio inflation.
Am I missing something here? Because to me it looks like share price should be at least 50% higher, if not more given the current fundamentals, trajectory, tailwinds, deferred tax.
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