PNV 0.38% $2.64 polynovo limited

PNV - Banter and General Comments, page-12131

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    This quote from report
    "We sit ahead of consensus revenue in FY24 at A$104.1m (FactSet A$101.6m), however slightly below NPAT at A$3.6m (FactSet A$4.9m). In FY25 our revenue forecast of A$125.2m sits below consensus at A$133.1m and similarly at the NPAT line our forecast of A$8.4m sits well below consensus at A$14.1m. We will wait until the release of the FY24 results in August to review our forecast which may be conservative"

    So they are @$2.50 with a forecast of $125.2m this FY. Given we've exited last FY on a run rate ~$10mil/month this seems to be a low bar to achieve and an upgrade seems inevitable.
 
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