ELS 2.17% 47.0¢ elsight limited

DroneUp Video, page-4

  1. 633 Posts.
    lightbulb Created with Sketch. 316

    Maybe it is a case of lots of smaller orders as each new pod/depo opens rather than one off larger orders every few months ... ?? revenue numbers should be heading north as the RR GROWS an sales of Halo units will increase and you would expect as each store increases in deliveries as shoppers acceptance and knowledge grows that they will order more and more drones . Plus as Faa expands wavier distances and finally approves BVLOS should have a major impact as now each new store as now they are only able to cover a very small percentage of the community that stores services currently. Makes no sense if you have just launching a new store to have 50/60/70 etc drones sitting there when maybe it is a case of 5 now and then 10 in 3 months etc.. 12 months maybe 25 ?? Two years ?? maybe 50 .. hard to say but in next 12 months if they have 100 stores and we have on average 15 drones a per store then that's $4ook AUD a month RR and just for this one client ....yes large but still just one ... still early days but with those numbers they are cash flow positive without accounting for halo sale revenue.
    1oo stores out of 4700 stores
    15 drones we could be easily 100 at a bigger store and a smaller store maybe 15 but lets say on average around 30 drones being 5 small to one larger store
    Be conservative halve everything and see what the future revenue could be for just one client . Then say there was 10 other smaller clients that do the same numbers as Walmart combined .. Maybe another US major retailer/medical/food / or maybe another vertical even ?? trucks ...cars.... trains ..buses ... regional broadband etc or just a thought Walmart have 400 stores Canada and just over 2800 Mexico !!

    For fun 5 years from now 2000 stores with 20 drones $10 mio a month RR and that will be about $100 mio in halo sales.... one client ...
    Still so much room for growth and now we are funded . Been a long hold agreed and pain but these next few quarters should start rewarding those loyal long term shareholders .....


 
watchlist Created with Sketch. Add ELS (ASX) to my watchlist
(20min delay)
Last
47.0¢
Change
0.010(2.17%)
Mkt cap ! $71.00M
Open High Low Value Volume
46.0¢ 47.5¢ 44.5¢ $85.46K 185.8K

Buyers (Bids)

No. Vol. Price($)
2 19499 47.0¢
 

Sellers (Offers)

Price($) Vol. No.
47.5¢ 26389 2
View Market Depth
Last trade - 16.10pm 21/06/2024 (20 minute delay) ?
ELS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.