Australia's largest stock trading and investment forum Australia's #1 stock forum

RFX

Click for more information

0.00%

9.7¢ redflow limited

Ann: RFX FY2022 Results Presentation, page-13

First 13 Last

Share
Profile

Follow
frostieshake

1,620 Posts.

237

31/08/22

18:56

Post #: 63443370
Share

Originally posted by SimonGr: ↑

The "breakeven" Tim was referring to was on a unit basis from the Thai factory at 80MWhpa (not breakeven for RFX as a business), ie. income being breakeven with raw materials (ie. COGS). If their other expenses remain the same as FY21, they'll still be losing ~$12Mpa at that point. Note, last year's raw materials were about ~3x revenue, so if they can get that to 1:1 at 80MWhpa, that'll be impressive.

Your jibe re other ZnBr ramp-ups is misplaced. EOSE will have gone from zero in house manufacturing to >500MWhpa within 2 years of listing (and they're still expanding rapidly to >800MWhpa over next few months). Note, they cancelled there 3rd party manufacturing as it wasn't working (a bit like RFX previous attempt in North America). Lets see where the other one gets to once its been listed 2 years. By end of next year, RFX will have been listed for what, 15 years?

Expand

@SimonGr,

Who are you really? Clearly, you understand this industry, are very knowledgable and spend a lot of time shadowing Redflow (motives unknown at this stage).

As said before, can't wait for you to buy in, but not sure that's going to be a reality somehow.

Cheers

RFX Price at posting: 4.2¢ Sentiment: Buy Disclosure: Held
4 Upvote

1 Great analysis

Reply

Top Stories

Superannuation Essentials: Building Wealth for Your Retirement

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

WTC

A sex scandal is unlikely to hurt Australia's tech crown jewel – just look at trades

KAU

Kaiser Reef sets up $8M capital raising to boost expansion at A1 gold mine

BTH

Bigtincan bounces 9% after $409M merger proposal sets stage for Nasdaq listing

There are more pages in this discussion • 12 more messages in this thread...

First 13 Last

Add RFX (ASX) to my watchlist

SPONSORED BY