A3D 1.35% 7.5¢ aurora labs limited

Ann: Response to ASX Price Query, page-21

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  1. 627 Posts.
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    95% most likely based on parts VOLUME... (frame, walls, casings and other meaningless components. Which are be absolutely meaningless in terms of EV, moat, technology value.

    I'm prepared to bet that if it were based on a list of components; or on components based on their purpose (laser housing, nozzles, prisms, chipboards etc...) the figure would be closer to 10%.

    One of the big-call statements from Budge that without any empiriical support makes him look like a either KellyAnne Conway spinning alternative facts or a dill.
 
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