PNV

1.45%

$2.04 polynovo limited

PNV - Banter and General Comments, page-9529

First 9529 Last

Share
Profile

Follow
semiconductor

70 Posts.

14

22/06/23

13:31

Post #: 68418451
Share

Originally posted by whytee: ↑

If you want a back of the envelope method of determining the potential earnings, then it's (total revenue for 2023- total revenue for 2022). That will be around $20m or so. That $20m is being poured back into hiring new sales people, R&D, trials and expansion of the manufacturing plant. If they didn't do any of that then they would have made a profit of $20m.

If the revenue for 2024 comes in at $90m then they could have made $30m profit for the year, but I would expect those potential earnings to be fully deployed again expanding the business. If in 2025 expected revenues are $135m would give approx $45m in earnings which would again be poured back into growth. You get the idea and the numbers start to get a lot bigger if ex USA sales take off as I think they will. That's when the investment in India and Europe and the DFU R&D will hopefully start to show rewards.

A better and more detailed analysis is available from MacQuarie, who know what they are doing. It's clear that some of the other broker's like Wilson's do not, not that I care very much. As long as the revenues keep growing, so does the potential profit. I don't see aggressive growth slowing for a few years because it's being used in ways and indications that Integra never was. Poynovo actually undersestimated the potential market IMO and DW has alluded to that when he talks about them catching up with where the surgeons are leading them. It would have been nice to have hernia repair and breast reconstruction devices as well, but they aren't essential to the current business but they do offer potential avenues for future growth and expansion.

Expand

This is great, thanks Whytee. Your back of the envelope method makes a lot of sense.

Your point made me realise that flip side of my earlier point is if sales staff expense actually equalled revenue expense then we would never grow.. think about it like a car, if drag force equaled torque of the engine it would never accelerate.

And then there’s the “critical mass” style theory. As we get more research, discussion and awareness sales become easier.

PNV Price at posting: $1.48 Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

GDM

Banshee's historic trenches prove rich in antimony and gold for GDM

HotCopper Highlights: Your most watched stocks for Week 46, 2024

CUF

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

EEG

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

CLE

Cyclone signs MOU with Vale for development of Iron Bear play

IRX

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

First 9529 Last

Add PNV (ASX) to my watchlist

(20min delay)
Last $2.04		Change -0.030(1.45%)		Mkt cap ! $1.409B

Open	High	Low	Value	Volume
$2.09	$2.11	$2.03	$1.727M	838.3K

Buyers (Bids)

No.	Vol.	Price($)
5	299194	$2.02

Sellers (Offers)

Price($)	Vol.	No.
$2.04	1559	1

View Market Depth

No.	Vol.	Price($)
4	294258	2.020
3	6246	2.010
7	31240	2.000
1	1500	1.995
2	2005	1.990

Price($)	Vol.	No.
2.050	500	1
2.070	25500	2
2.100	10972	2
2.110	13714	2
2.120	43987	4

Last trade - 16.10pm 15/11/2024 (20 minute delay)

PNV (ASX) Chart

PNV - Banter and General Comments, page-9529

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Banshee's historic trenches prove rich in antimony and gold for GDM

HotCopper Highlights: Your most watched stocks for Week 46, 2024

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

Cyclone signs MOU with Vale for development of Iron Bear play

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

PNV - Banter and General Comments, page-9529

Top Stories

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Banshee's historic trenches prove rich in antimony and gold for GDM

HotCopper Highlights: Your most watched stocks for Week 46, 2024

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

Cyclone signs MOU with Vale for development of Iron Bear play

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News