John mentioned a few times how good it was to have STOCK on hand to fulfil orders quickly (in weeks). I think that was in reference to the NG order(s). Therefore we must expect BUMPY revenue. I hope a big good BUMP soon will come. I do not recall seeing anywhere 'stock on hand'. Likely we need to wait until half yearlies to see that. They have a bit of a balancing act to do... ramp up, manufacture, then SELL... and do that loop again.
re your question on the quarterly production, I will guess the graphs are a bit of marketing. So the 6.3 mill devices for quarter 4, may be the rate they can meet in/by/within/end of the quarter! So they are saying 'our ability by/in Q4 fy21' can be 6.3 mill. But they may hit that at 30 June, last day of the Q.
So....I want (for me to me) to adjust your MAX sales revenue (based on manufacture ability to be shifted one Q back)
$2.5 Q1 (that is what we did) THEN...Q2,3,4
So, we can have (at worst, the minimum max!) 2.5+3+6.6+17 (that would be $28.1 mill max possible manufacturing revenue for the year).
So, honestly, the revenue number must be somewhere between $15 mill (currently locked in) and $28 mill if we sell ALL we make and have no stock. So the $20-$22 mill looks a good medium punt. And we even can keep building stock!
It is fun to speculate. But you are correct that we need to keep our eye now for the half yearly. It can be really good!
- Forums
- ASX - By Stock
- Ann: Quarterly Activity Report & Appendix 4C - 30 September 2020
John mentioned a few times how good it was to have STOCK on hand...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AT1 (ASX) to my watchlist
|
|||||
Last
2.4¢ |
Change
0.000(0.00%) |
Mkt cap ! $15.34M |
Open | High | Low | Value | Volume |
2.4¢ | 2.4¢ | 2.4¢ | $498 | 20.75K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 370589 | 2.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.7¢ | 200000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 370589 | 0.024 |
4 | 963826 | 0.023 |
5 | 518874 | 0.022 |
7 | 982292 | 0.021 |
3 | 274998 | 0.020 |
Price($) | Vol. | No. |
---|---|---|
0.027 | 200000 | 1 |
0.028 | 86666 | 2 |
0.029 | 452248 | 7 |
0.030 | 832393 | 10 |
0.031 | 159930 | 3 |
Last trade - 16.10pm 03/07/2024 (20 minute delay) ? |
Featured News
AT1 (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, CEO & MD
Anthony Noble
CEO & MD
Previous Video
Next Video
SPONSORED BY The Market Online