So it sounds like the 2 go hand in hand: they couldn't build the embedded product without the cloud data.
Yes, totally agree.
Re Elysia's moat... Have you had a read of the four blog posts on the Elysia website? I don't see any reason why they can't crack the China and US markets.
https://www.elysia.co/news
Transparency
The 2022 AR for FMG disclosed 4 and 12 month USD sales & NPAT for WAE ($26/$81 revenues, and loss of $3m for 4 months and $5m for 12 months). Given the $26 was for 4 months and the $81 was for 12, then the annual increase for 2023 was closer to 32% YoY, rather than 4 fold.
I follow you.
Assuming the FMG disclosure for 2022 is correct and is for 12 months, how does WAE make a GBP13m loss in the 6 months ended June 2021 on revenues of GBP16-17m?
Hmm..that's definitely interesting.
I think it's going to become a lot clearer for us over this coming year and hopefully they can provide a bit more transparency like you mentioned. Each sub-sub-section needs to be broken down imo ie revenue and expenses.
Thanks for your detailed and informative post. Much appreciated.
Tony
- Forums
- ASX - By Stock
- FMG
- POWER!!!! Fortescue Future Industries
POWER!!!! Fortescue Future Industries, page-3259
- There are more pages in this discussion • 393 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add FMG (ASX) to my watchlist
(20min delay)
|
|||||
Last
$24.30 |
Change
0.240(1.00%) |
Mkt cap ! $75.17B |
Open | High | Low | Value | Volume |
$24.49 | $24.55 | $24.29 | $64.87M | 2.637M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 129221 | $26.73 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$21.87 | 464 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 164 | 24.310 |
16 | 6630 | 24.300 |
11 | 3940 | 24.290 |
8 | 12325 | 24.280 |
8 | 6307 | 24.270 |
Price($) | Vol. | No. |
---|---|---|
24.320 | 3659 | 8 |
24.330 | 3452 | 9 |
24.340 | 6098 | 9 |
24.350 | 5906 | 10 |
24.360 | 2884 | 8 |
Last trade - 15.59pm 07/06/2024 (20 minute delay) ? |
|
|||||
Last
$24.30 |
  |
Change
0.240 ( 0.89 %) |
|||
Open | High | Low | Volume | ||
$24.44 | $24.55 | $24.29 | 963981 | ||
Last updated 15.59pm 07/06/2024 ? |
Featured News
FMG (ASX) Chart |