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08/01/23
22:55
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Originally posted by gmutton:
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Yes, I think we are past the point where CLE won’t be adopted in neurosurgery that will be the catalyst for other applications. CLE has moved on from the gastro days with Hoya/Pentax that were too soon. Zeiss have with web based pathology and Embedded AI set the standard with pathology in the OR. Now up to Optiscan to capitalise on this model in breast and oral as starters. The increasing cash flow will help sell the story whatever way Optiscan choose to go re capitalising/commercialising the technology.
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This an illuminating and exciting post from OIL aficionado Graeme Mutton. To place the $1.35 million revenue in context one needs to consider that just a handful of hospitals, carefully selected by Zeiss, are using the technology! The calculation is helpful because it suggests hospitals trialling the new paradigm are expanding in number. This brings us closer to that day when Optiscan's technology is accepted as the global 'Gold Standard' for neuro tumour treatment. What could this look like arithmetically? A very rough guide: at least 100 x current early-stage sales = $135 million. Say a tech. stock multiple of 10 x sales = $1.35 billion = $2.00 plus a share. Plus Breast + Oral + Gastro + + + This is why Pangloss is bullish. He/she declares a meaningful shareholding and this has recently increased.
Originally posted by gmutton:
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Optiscan report Zeiss orders in EUR In March qtr 22 they reported orders received for the qtr of 188 EUR, June qtr 22 460 EUR and Sept qtr 223 EUR totaling 871 EUR. Converting this to AU$ comes to around $1.350m. Receipts from Zeiss over these 3 qtrs total $662t. If OIL can manage to supply under these orders it bodes well for cash flow with $588t still to come in for December and March qtrs. Assuming orders received in December qtr are strong OIL should have regular cash flow coming in from Zeiss over subsequent qtrs. This was the comment from March 22 qtr "$120k revenue was derived from Carl Zeiss orders shipped in the Quarter (2 processors and 1 service probe). Orders for 5 new processors were received in the Quarter from Carl Zeiss (of value EUR 188k), with an anticipated similar number for each subsequent quarter this year." So we are doing better than that!! The comment from the Sept 22 qtrIn the September 2022 quarter, the Company received the largest cash receipt in the past 12 months of $373k from Carl Zeiss for orders shipped . Orders from Carl Zeiss continue to be strong at EUR 223k received for the Quarter. Not a time to be giving up things might finally be getting started!!! Hope this helps Wink
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Originally posted by gmutton:
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Optiscan report Zeiss orders in EUR In March qtr 22 they reported orders received for the qtr of 188 EUR, June qtr 22 460 EUR and Sept qtr 223 EUR totaling 871 EUR. Converting this to AU$ comes to around $1.350m. Receipts from Zeiss over these 3 qtrs total $662t. If OIL can manage to supply under these orders it bodes well for cash flow with $588t still to come in for December and March qtrs. Assuming orders received in December qtr are strong OIL should have regular cash flow coming in from Zeiss over subsequent qtrs. This was the comment from March 22 qtr "$120k revenue was derived from Carl Zeiss orders shipped in the Quarter (2 processors and 1 service probe). Orders for 5 new processors were received in the Quarter from Carl Zeiss (of value EUR 188k), with an anticipated similar number for each subsequent quarter this year." So we are doing better than that!! The comment from the Sept 22 qtrIn the September 2022 quarter, the Company received the largest cash receipt in the past 12 months of $373k from Carl Zeiss for orders shipped . Orders from Carl Zeiss continue to be strong at EUR 223k received for the Quarter. Not a time to be giving up things might finally be getting started!!! Hope this helps Wink
Expand
Originally posted by gmutton:
↑
Optiscan report Zeiss orders in EUR In March qtr 22 they reported orders received for the qtr of 188 EUR, June qtr 22 460 EUR and Sept qtr 223 EUR totaling 871 EUR. Converting this to AU$ comes to around $1.350m. Receipts from Zeiss over these 3 qtrs total $662t. If OIL can manage to supply under these orders it bodes well for cash flow with $588t still to come in for December and March qtrs. Assuming orders received in December qtr are strong OIL should have regular cash flow coming in from Zeiss over subsequent qtrs. This was the comment from March 22 qtr "$120k revenue was derived from Carl Zeiss orders shipped in the Quarter (2 processors and 1 service probe). Orders for 5 new processors were received in the Quarter from Carl Zeiss (of value EUR 188k), with an anticipated similar number for each subsequent quarter this year." So we are doing better than that!! The comment from the Sept 22 qtrIn the September 2022 quarter, the Company received the largest cash receipt in the past 12 months of $373k from Carl Zeiss for orders shipped . Orders from Carl Zeiss continue to be strong at EUR 223k received for the Quarter. Not a time to be giving up things might finally be getting started!!! Hope this helps Wink
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