My thoughts on AHZ, page-155

First 155 Last

Share
Profile

Follow
Daniel03

709 Posts.

44

24/08/17

14:34

Post #: 26730090
Share

Originally posted by dgoynich ↑

Common sense and practical post.

Ive been thinking about my acid test for sept 4c and then dec 4c / half yearly.

Costs per year are about $35m
To break even - we need revenue on average $8.75m per quarter
So going forward i would expect revenue above $7.5m for this quarter a minimum.

Previously david st denis hinted breakout performance for July and also its been raised ahz's strategy to put a rep in every 3d operation is having payoff with corrrect usage, keeping that account, winning other accounts for products such as neocell.
Hence i think achievable. Its called building solid foundations rather than selling for short term numbers.

Its a reasonable jump from the previous 2 quarters but imo very doable and the foundations laid for growth by WP's smarter strategy of winning and keeping and growing more from each customer account.

Ok so if we only hit $7.5m for sept, the pace for the next quarter MUST increase.

At this point in time im expecting 10 to 15% growth quarter on quarter based on several years of revenue growth at about 50%.

10% qoq growth hits $8.25m
15% qoq growth hits about $8.5m for dec 4c quarter.

Is this realistically achievable?
Well yes and especially if you count Adelaide hospital. Note i have no idea about revenue timeframe or amount but im guessing coming in dec 4c period and of a substantial amount.

At this point we should have revenue at least equal to costs. This is my acid test!

Further into the future - jan to jun 2018, id like to think further revenue increases compounding even further and account winners such as TAVR start having a compounding effect similar to 3D winning other accounts. Im assuming FDA approval for TAVR in the next 3 to 6 months. At this stage, revenue per quarter is anyones guess but im wanting to see more than $8.75m per quarter and growing. With solid foundations and a sales team committed to support the products rather than make a quick sale, get your commission and bolt to the next hospital.

Thats my acid test and basic thought process. Ive been patient with jan to jun 2017 as i could see WP taking a step backwards with training and working out how to use 3Ds uniqueness to sell cc, neo, and vascucel. Soon TAVR will recreate our uniqueness even further.

Regardless from here on out my expectations increase substantially based on solid foundations.

Everyone will have different numbers. These are my minimums to keep me invested.

As usual dyor and gltah
Cheers

Expand

I think your timeline for TAVR is too short. AHZ don't even have patents filed yet. Apart from that it's a sound assesment.

Last edited by Daniel03: 24/08/17

AHZ Price at posting: 25.0¢ Sentiment: Buy Disclosure: Held
9 Upvote

0 Great analysis

Reply

Top Stories

PMT

High-grade lithium zone extended at Patriot's Corvette project, drilling grades at 5%

HCH

Hot Chili sets up water company as drought racks Chile–but must also build communities a desal plant

WCN

White Cliff gears up to explore expanded Nunavut Cu-Ag-Au project in Canada

CXO

Core Lithium narrowly beats guidance on FY24 spodumene production but 1Y returns still shattered

RXM

Rex Minerals soars 60% on $390M Indonesian buyout deal from MACH Australia

There are more pages in this discussion • 87 more messages in this thread...

First 155 Last

Add AVR (ASX) to my watchlist

(20min delay)
Last $17.90		Change -0.100(0.56%)		Mkt cap ! $348.1M

Open	High	Low	Value	Volume
$18.00	$18.11	$17.80	$38.51K	2.146K

Buyers (Bids)

No.	Vol.	Price($)
3	148	$17.90

Sellers (Offers)

Price($)	Vol.	No.
$18.01	17	2

View Market Depth

No.	Vol.	Price($)
3	149	17.900
1	438	17.800
1	39	17.650
1	1000	17.560
2	700	17.550

Price($)	Vol.	No.
18.010	17	2
18.040	64	1
18.130	453	1
18.140	554	1
18.500	43	1

Last trade - 15.30pm 08/07/2024 (20 minute delay)

AVR (ASX) Chart

My thoughts on AHZ, page-155

High-grade lithium zone extended at Patriot's Corvette project, drilling grades at 5%

Hot Chili sets up water company as drought racks Chile–but must also build communities a desal plant

White Cliff gears up to explore expanded Nunavut Cu-Ag-Au project in Canada

Core Lithium narrowly beats guidance on FY24 spodumene production but 1Y returns still shattered

Rex Minerals soars 60% on $390M Indonesian buyout deal from MACH Australia

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

My thoughts on AHZ, page-155

Top Stories

High-grade lithium zone extended at Patriot's Corvette project, drilling grades at 5%

Hot Chili sets up water company as drought racks Chile–but must also build communities a desal plant

White Cliff gears up to explore expanded Nunavut Cu-Ag-Au project in Canada

Core Lithium narrowly beats guidance on FY24 spodumene production but 1Y returns still shattered

Rex Minerals soars 60% on $390M Indonesian buyout deal from MACH Australia

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News