GMV - Fundamental Analysis, page-6

@Tiglah
Some FA facts, after reading again ASX Oct2019 "Response to Asx Query"
p14, p1-3

Boletong, first year order is US$65m,
=A$90m,
(my est is 500,000 units at U$125ea)

Silverlake 100,000 units, at U$125, =U$12.5m,
=A$17m

Total china deals, Y1
= $107m


Conditiondal on
Gmv securing NMPA approval expected in June2020,

plus Taiwan FCL,
approx U$15 -20m, Y1
A$21m to 28m

Gross margin 70%
From interview done in 2018, Yacov says its 70%.
Lets say 60%, low side.

Opre costs for China subsi 70/30 Gyim
say U$0.5m to $0.8m /mth
U$6m to 10m, a yr
A$8 to $15m

i think from here many analyst who are snarter than me can work out est net margin and EBITDA.

HKEX IPO will be very BIG for LTHs pockets.
Imo.
Dyor
Seek prof advice for faultless tips before buying/selling spec sttartups.