AVH 0.42% $2.37 avita medical inc.

Post #: 73429344 Classy analysis @Roy2U, thanks for sharing! Any...

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    Post #: 73429344 Classy analysis @Roy2U, thanks for sharing! Any chance your next piece is on FY24 Revenue wink.png

    1. $78.5M+, 58% growth YoY; meet lower end of guidance
    "reaffirmed expectations for full-year 2024 revenue at the lower end of the previously provided guidance of US$78.5 million to US$84.5 million" - 10 April 2024
    2. $75M (5% miss), 51% growth YoY; to stay on the path to profitability by Q325
    JC's (possibly outdated but seems valid) directional thoughts from the Q423 call: "you can calculate the profitability into Q3, or before, of 2025. I would say, it depends very fundamentally maintaining a growth rate of greater than 50%"
    3. $71M (10% miss), 43% growth YoY
    4. $68M (15% miss), 37% growth YoY
    5. $53M (48% miss), 6% growth YoY; 6% growth rate for Q124 to continue for the rest of the year

    I'd imagine that if scenarios 1-4 play out, the share price would be varying degrees of higher by the end of the year.

    Like you, I believe in the outlook and have the same strategy.
 
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