Australia's largest stock trading and investment forum Australia's #1 stock forum

ANO

Click for more information

0.00%

72.0¢ advance zinctek limited

Where do you get the $44m earnings from?

First 20 Last

Share
Profile

Follow
Thanky

2,519 Posts.

237

31/05/19

10:57

Post #: 38842124
Share

Originally posted by Klogg: ↑

Is it really priced in? $44m EBIT, growing at over 100% p.a., which will probably slow down. But let's be really conservative and say 25% p.a. (Europe remains untouched, FDA changes still to come into play, large orders received during Autumn in the north)

2200T - add another 25%, that makes 550T. At roughly $40AUD per kg, that's another $22m with at least a 50% GP margin. Again, let's be conservative and make it $8m EBIT. That's $52m EBIT, not including Alusion and the exclusivity fee that is due soon.

On a market cap of $400m with some tax assets and other IP yet to be fully explored, that doesn't seem expensive to me. And those growth numbers are in line with what ZnO competitors are seeing (300% in 5 years is quoted by Nanophase), so it doesn't include winning over any competitors.

Expand

Where do you get the $44m earnings from?

ANO Price at posting: $6.70 Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 56 more messages in this thread...

First 20 Last

Add ANO (ASX) to my watchlist

(20min delay)
Last 72.0¢		Change 0.000(0.00%)		Mkt cap ! $44.95M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
1	5850	72.0¢

Sellers (Offers)

Price($)	Vol.	No.
75.0¢	1000	1

View Market Depth

No.	Vol.	Price($)
1	5850	0.720
1	425	0.705
1	455	0.655
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.750	1000	1
0.985	1000	1
1.000	36001	2
1.050	15000	1
1.190	3000	1

Last trade - 16.12pm 06/05/2024 (20 minute delay)

ANO (ASX) Chart

Day chart unavailable

SPONSORED BY