AVR 0.53% $18.60 anteris technologies ltd

That ominous feeling should have been known info ever since the...

  1. 2,122 Posts.
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    That ominous feeling should have been known info ever since the AGM preso - which provided enough info to reverse engineer the company expectations for the Q4 results.

    I have said in numerous ocassions that we should expect the cash outflow in Q4 to be bigger than the quarter prior (again, based on the companies revenue expectations and a bit of analysis to estimate the associated cashflows).

    @bottle2 & @Eire2011 also shared the reverse engineered Adapt expectations recently.

    The expected cash outflows for Q4 were flagged in the Q3 4C quarterly 3 months ago - and they were significantly higher than the Q3 outflows (presumably due to ramp up of marketing for CC 3D launch and other marketing activities aimed at obtaining the substantial uplift in sales slated for H2).

    If it turns out that this info isn’t as known as it should be and the market has a sell off I’ll be hoovering - have been waiting on a bit of irrationality in order to finish my buying before sales (and the SP) starts to rise after the next 4C... but probably more substantially after the June 4C.
    Last edited by musky45: 29/01/18
 
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