OCC 2.34% 65.5¢ orthocell limited

Given I politely prefaced my questioning of your possibly...

  1. 7,890 Posts.
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    Given I politely prefaced my questioning of your possibly ambiguously perceived statements, please don't call me the dictionary equivalent of slow-witted.

    I originally made the point of essentially markets not doing a very good job of valuing forward earnings/cash flow trends lately, being too simply sentiment driven and reliant on actually seeing positive cash flows rather than anticipating them - that you took some umbrage with - PNV itself demonstrated that in the past IMO, hence I previously bought it in May 2022 (and missed the $1.10 lows recently in October).

    You pretty clearly declare you think OCC has NOT yet "sufficiently demonstrate[d] a path to cash neutrality". I disagree somewhat I am afraid - I am allowed to disagree and did so politely - feeling it pretty obviously on a path to cash neutrality as international marketing of Striate by BioHorizons begun a year ago, showing in growing sales, which now coupled with Ace Southern and Henry Schein (and Remplir domestically) is well displayed:

    https://hotcopper.com.au/data/attachments/5904/5904703-dda51dc078d05a788eb83b286f847c31.jpg

    Particularly when coupled with the cash flow report accompanying the latest sales. Undeniably, were it not for (admittedly comparatively still large), continued R&D expense (mostly on getting Remplir to US markets with FDA approval from management comments), OCC would already be cash flow neutral on an operational basis:

    https://hotcopper.com.au/data/attachments/5904/5904753-1e0b83d3bfed4f9f9355ca093008b0e6.jpg

    @optimistus we are just splitting hairs on timing/recognition of likely forward cash flows, it being too early to be considered demonstrated for yourself, and essentially I am going earlier on something we are loosely in agreement on what the market wants to see. The market is traditionally deemed to look forward at least six months and extrapolating out revenue growth and costs, I feel this would be demonstration enough in normal equity markets - my original point. I hope I am wrong, because I agree it will unlikely get much beyond $0.50 even after good 2Q sales, despite continuing to display a clear path and progression towards positive cash flow (late 2024 calendar year in my opinion), as the markets just don't seem to be pricing forward cash flows and earnings very well at present - all I was ever saying.

    I apologise if you took offence to any of my questioning of your comments (that were after all somewhat in disagreement with mine), but please don't call me obtuse.
 
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