Unsurprisingly there's no information on their announcements about how DVT was getting paid. The numbers below are just a very basic and assumptive estimate that relies on figuring out DVT's (assumed) portion of the Remplir reimbursement, and that there were no other receipts for things other than Remplir and Striate. Also assuming no delay on receipts for orders (which is why I ommitted the previous quarters Jun-Sep 22 and Oct-Dec 22 as we only received Remplir reimbursement pricing in the latter, but DVT had put a large order in the former).
I have very simply taken a few different scenarios of what % we may get from the Remplir sales (which has a known reimbursement of $1,354), and then divided the number of Striate units sold against the remaining receipts. It's in no way groundbreaking or creative math. Open to criticism or additional factors I've completely forgotten about.
Realistically I don't see OCC getting 90% of the Remplir reimbursements, so the "90%scenario" I'd personally rule out. Lower than 60% of Remplir profits and I'd think we got shafted by DVT.
Essentially I think we could be getting anywhere between $45 - $80 per Striate unit BH orders. I also think there's a chance that BH gets further discounts depending on the size of the bulk order (Striate order doubled in Apr-Jun 23 quarter compared to Jan-Mar 23, and price per unit dips comparing each scenario). Again the more quarters the more info to work with. Would be very interested in the next quarter to see if these trends stay consistent.
- Forums
- ASX - By Stock
- OCC
- Ann: Quarterly Activity Report & Appendix 4C
Ann: Quarterly Activity Report & Appendix 4C, page-23
-
-
- There are more pages in this discussion • 50 more messages 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 OCC (ASX) to my watchlist
|
|||||
Last
36.5¢ |
Change
-0.010(2.67%) |
Mkt cap ! $76.49M |
Open | High | Low | Value | Volume |
37.0¢ | 37.0¢ | 36.5¢ | $9.932K | 27.02K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 29838 | 36.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
37.5¢ | 5465 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 27099 | 0.365 |
6 | 113240 | 0.360 |
5 | 59319 | 0.355 |
7 | 91882 | 0.350 |
2 | 31889 | 0.345 |
Price($) | Vol. | No. |
---|---|---|
0.375 | 5465 | 2 |
0.380 | 19190 | 2 |
0.390 | 29373 | 5 |
0.395 | 30226 | 2 |
0.400 | 71786 | 4 |
Last trade - 14.41pm 23/08/2024 (20 minute delay) ? |
Featured News
OCC (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online