Those numbers are before tax.

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KJK1959

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16/01/25

05:55

Post #: 77423714
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Originally posted by ma420: ↑

Fairly new here so please excuse my basic understanding of the company and its revenues etc. Hoping to post publicly so I can be corrected instead of being privately wrong!

So Acadia's CEO has projected near US $1Bn in sales. Based on Acadia's last quarter and 9-monthly sales figures, Daybue contributed to about 36% of their sales, which is US $360Mn.

>= $250 Mn sales triggers one off $50Mn milestone payment plus 12% royalty on $360Mn = US $43.2Mn.
That's total of US $93.2Mn in milestone and royalty payment.
We also are to receive US $50Mn for our portion of the PRV sale.
That brings total receivable from Acadia to US $143.2Mn (assuming $360Mn sales target is hit).

At USD to AUD conversion of 1.6, that is about AUD $229.12Mn to be received in Q1 25 from Acadia.

The company is sitting on AUD $210Mn in cash as at 7/11/24. Excluding any reduction in cash (incl. buyback) that gives us a total visibility of roughly $440Mn.

I am sure someone will pick up on my errors and misunderstanding. Thanks.

No advice. Just my guess.

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Those numbers are before tax.

NEU Price at posting: $11.01 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $14.01		Change 0.700(5.26%)		Mkt cap ! $1.730B

Open	High	Low	Value	Volume
$13.50	$14.09	$12.96	$4.871M	355.8K

Buyers (Bids)

No.	Vol.	Price($)
7	291	$14.00

Sellers (Offers)

Price($)	Vol.	No.
$14.01	51	3

View Market Depth

No.	Vol.	Price($)
1	211	13.990
4	251	13.980
3	589	13.970
4	715	13.960
3	501	13.950

Price($)	Vol.	No.
14.000	302	4
14.010	562	4
14.020	2951	7
14.030	1332	5
14.040	1311	5

Last trade - 12.39pm 27/06/2025 (20 minute delay)

NEU (ASX) Chart

Those numbers are before tax.

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Those numbers are before tax.

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