CEO John Kelly said in an interview with Alan Kohler last month they anticipate scaling up to 10m units per annum.
Sale price per unit depends on who's buying them, i.e. to retail it'd be around 20 bucks a unit and to OEM partners quite a bit lower as they buy bulk and have to build in their own margins.
The going rate for these test kits is around 5USD to OEM partners based on the research I've done.
However given the unique capabilities of Atomo Diagnostics kits, i.e speed and ease of use, they could conceivably charge a little more (although they have said they do not want to be profiteering in this climate). With that said if they are selling them for around 7USD a kit.
Total revenue in a full calendar year could be around USD 70,000,000 or conservatively $100m AUD.
Im of the opinion a vaccine is a while away, as such the need for test kits could likely last a very long time.
Their profitability is immense - around 40-60% margins. So as they scale alot of that margin will fall to the bottom line.
AT1 Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held
