Thanks K9 - kind of you to say so :-)
1212 > if you're reading this..
a proactiveinvestors article of August 26th 2013 estimates the cost per unit for CardioCel is at $1,200 each.
However, the estimate of unit-sales you were given at the agm is massively different to RBS Morgan's research notes from that article - google 'cardiocel cost' to find it.
With Lee saying "He thought the market for cardiocel would take about 3 yrs to mature and he expected about 3 million sales of cardiocel by then."
...I'm thinking he might have meant that in terms of $3m Revenue...rather than 3m Units (@ $1,200 each that's $3.6Bn)
Big Difference, considering the theme of the meeting seemed to be that of downplaying it's potential - including the expected timeframe for FDA approval being later than we'd first considered.
Let's face it, the TOTAL CHD+AdultValveRepair market is stated at $1.15Bn so $3.6Bn would be wayyy off the mark...
I reckon they should have their own broker/analyst do a proper report for the market now, or at least a BoardroomRadio interview with all the right questions posed to someone such as Lee...together with a current trading update and progress of the sales teams.
Just my thoughts...
- Forums
- ASX - By Stock
- annual general meeting review
Thanks K9 - kind of you to say so :-)1212 > if you're reading...
-
-
- There are more pages in this discussion • 24 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 AVR (ASX) to my watchlist
|
|||||
Last
$13.20 |
Change
-0.800(5.71%) |
Mkt cap ! $279.0M |
Open | High | Low | Value | Volume |
$14.00 | $14.00 | $13.11 | $947.2K | 71.30K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 500 | $13.10 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$13.35 | 300 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 500 | 13.100 |
1 | 1000 | 13.050 |
1 | 200 | 13.020 |
2 | 1007 | 13.000 |
1 | 50 | 12.990 |
Price($) | Vol. | No. |
---|---|---|
13.350 | 300 | 1 |
13.500 | 3467 | 2 |
14.000 | 1132 | 3 |
14.500 | 1000 | 1 |
15.050 | 250 | 1 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
AVR (ASX) Chart |
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online