@bonkers89 a fantastic summary, many thanks for your effort. I just have a few discussion topics.. And thankfully nobody can call me a downramper anymore as we've all had plenty opportunity to buy as many as we like in the last few sessions! Haha. I will also disclose I am all in at the moment as I also believe this SP is dramatically undervalued. However I also like to be as realistic/ cautious as possible when building expectations. So;
1. This is the first time anyone on here or from reports has quoted a cost of €200? That is almost too good to be true, hence I just wanted to double check. This is the mente autism that has RRP of €1700?! Distributor margin of 30%, so NTI sell price to dist is circa €1300? A €1100 mark up? Can't be. We previously had seen a cost of €800 Please someone correct my number here as that profit margin would be unheard of.
2. I understand the target calculation as 1% of population of the countries you mention (plus my home of UK!) are on the ASD. Then 10per cent of those are aged 3-12... So that's the potential market. NTI then expect 50% of these families to buy Mente austism for their child. This is where there are wildly different views from people... Without question if my child was ASD then I would buy... As I'm sure everyone on here would. However, I think 50% is a high number to have as an expectation. Affordability, belief in the product/ neuro theory (relatively new techniques especially), chance to put aside 40mins every morning, potentially slow to hear about the product etc.... As I say, wildly different views I'm sure.. But remember every parent is not in the same financial situation, or thinks the same as you. A single parent of 4 kids leaving to school every morning could never afford the price or the time needed. It's unfortunate but it's the real world.
On very rough calculations, with a €500 euro profit per unit, and 60k headsets sold per year 2018, I still get to a market cap of 80m, so double where we are now. So once again, I think this is an absolute steal here... But I get nervous when people get over-excited and start telling me FDA approval is as good as done!
To finish on a high note... If this cost of 200 is correct, is 140k is achieved and US sales come by 2019, and we start to put in a valuation on the data (such as e.g. Supermarket club card consumer data) then I can easily get to a valuation as exciting as Bonkers if not higher. 12 month blue sky of $4.00
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Last
7.0¢ |
Change
-0.001(1.41%) |
Mkt cap ! $71.21M |
Open | High | Low | Value | Volume |
7.2¢ | 7.3¢ | 7.0¢ | $113.5K | 1.585M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 180893 | 7.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
7.2¢ | 55746 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 180893 | 0.070 |
2 | 223000 | 0.069 |
2 | 150000 | 0.068 |
4 | 159513 | 0.066 |
3 | 216000 | 0.065 |
Price($) | Vol. | No. |
---|---|---|
0.072 | 55746 | 1 |
0.073 | 40000 | 1 |
0.074 | 40000 | 1 |
0.075 | 49347 | 2 |
0.078 | 176655 | 2 |
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