AT1 FY21 - General Discussion + FA, page-26

My thinking is the two big movers soon (announcements) will be

1) Lumos using their USA manufacturing (building now) for the FebriDX (an agreement with Atomo to manufacture) *this is my hunch of connecting the dots re Lumos and their preIPO and building plants and FebriDX being a core product of theirs*

2) the US FDA approval for the AB tests.

The India approvals I wonder if it will be a big mover. I hope so, but it would be third cab off my rank. But I sure await that cab - and to see if a billion people try to get into it.

If one can anticipate announcements you will know how to position your holdings - and not be surprised. I dont even worry if this quarterly does not show huge numbers. I think, as FinFree notes, the announcements and revenue follow a pattern.... and revenue comes in last!

- we have agreement with partners to do something
- we await approval from govts to allow that something
- when approvals come, we then plan with partners how/when to implement the something
- we implement the something = THE REVENUE START
- we continue/grow implementing the something = THE REVENUE FLOW

The different products / plans are at different stages. I really think we have this fin year locked in at about $15 mill revenue. Well, between $11 mill and $15 mill - just continuing the last quarter good momentum. It will be interesting to see how LUMPY the $15 mill will come. And recall the last quarterly had missing revenue that will come THIS quarter. The quarterlies are cash flow based. In the end, I care more re ebitda and earnings per share - which you see in half yearlies.

But, I will guess, and I am hoping for a cash revenue/receipts number of $2.5+ mill for Q1. That will look mighty nice. To get to my $15 mill revenue for the fy, I guess $2.75, then $3.5, then $4.25, then $5.25 mill per qtr does it.

And recall if we simply double revenue each year, then in 4 or 5 years we are on much increased share price. So for FY21 to double the $5.4 mill of revenue this past year, we only need $11 mill. So we can steady as she goes do something like 2 mill, 2.5 mill, 3 mill, 3.5 mill over the year.

Surely, Mr Market will be excited by any revenue/receipts at or over $2 mill. And at $2.5 mill Mr Market will go to into postive meltdown and we can dust off the $1 per share thread.