The H17 report should contain a number of different things:
1. Substantial increase in revenue on PCP (due to CDC inclusion). Of itself this should be pointing to an F17 range of $25 - 28M+, revenue wise.
2. Clear progression towards emerging profitability if not indeed a first half profit (write downs on property values, etc, should well and truly now be a thing of the past).
3. Further herd improvement, differentiation, growth in size, and increase in milking volume (if not also, in yield).
4. Commentary on domestic market reach, penetration and /or development particularly given the expanded reach into the IGA network, as well.
5. Commentary concerning the first 1-2 months impact of self supply from the farms to the processor (all of this being in-house), plus the new transportation, testing and tagging regime (for provenance, organics and quality purposes).
6. Update concerning the land acquisition which, at the time of the earlier announcement, was +3-4 months away (so, about, now).
7. Obviously, updates concerning Lian He (may be, if so, what if) amongst other possibilities.
8. Further amplification of the move into organics, and now, quite clearly into Jersey.
9. Possibly even some property revaluation effort although this is far more likely for the F17 results.
10. Possible strategy direction /steps towards a new farm acquisition. This however is complete conjecture as the farm acquisition strategy has not been dropped since it was in full swing and being pushed /promoted from mid 2015 through late 2015 and into 2016. To a degree, CDC stalled this. Now however, they might be about to re-energise the strategy.
11. Improving asset outlook with the possibility of net assets topping $30M (no brainer with Hackett's CVN conversion late last year), and a remote possibility of NA topping $33M (which, if so, would put the share price, even at tonight's close, at below NA/share ---> 17.2c vs 16.5c close).
12. New investor /market presentation with similar disclosure of information to that which was included in the AGM16 presentation. This should be the case but again it depends upon just how shareholder conscious or engaged management and the Board are.
13. China update possible although AU should be the domestic focus here.
Sure, Shanghai is a market comparative in size to all of Australia, but here in good old AU we have far fewer hiccups, concerns, regulatory issues, ego tripping events, as well as greater provenance, improved clarity, and delicious freshness than what is likely in relation to us selling into Shanghai. Certainly, we should have an export orientation but there are some other markets which are just as potentially lucrative to AHF, going forward, but with much less fuss involved. Conversely, if AHF is able to step forward and start conquering the domestic market then it will also be setting up a very strong foundation with which to then project its reach internationally. So arguably Australia first, then the world, one litre at a time.
There are other likely announcements /updates that could well also come through including in reference to some of what has already been alluded upon in this thread, but the question of all /any of these occurring is much more likely a matter of timing, influence and circumstanceetc.
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Last
4.3¢ |
Change
0.000(0.00%) |
Mkt cap ! $31.96M |
Open | High | Low | Value | Volume |
4.3¢ | 4.4¢ | 4.2¢ | $4.515K | 105.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 1499010 | 4.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.4¢ | 113636 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 1474010 | 0.042 |
2 | 133486 | 0.041 |
3 | 187126 | 0.040 |
1 | 500000 | 0.039 |
1 | 100000 | 0.038 |
Price($) | Vol. | No. |
---|---|---|
0.044 | 113636 | 1 |
0.045 | 228402 | 2 |
0.046 | 493506 | 2 |
0.047 | 250000 | 1 |
0.048 | 250000 | 1 |
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PARADIGM BIOPHARMACEUTICALS LIMITED..
Paul Rennie, MD & Founder
Paul Rennie
MD & Founder
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