re: rdf h/y predictions? Hi Guys.,Sober & interesting...

re: rdf h/y predictions? Hi Guys.,

Sober & interesting discussion. Sounds far more reasoned than my simplistic thoughts based on about a 30% increase in US camera installations in the h/y (at 15 a month they should be around 430 by March) & the com's division was expected to break even.

Obviously new installations have to cover their installation costs before they add to the bottom line but as this has been the steady installation rate for some time now, cant we expect 15 or so camera's to be in the money every month for the forseable future? I seem to recall each installation was worth about US$6000pcm in profits.

From memory, the investor briefing of October had the EPS at 11 cents, up from minus 4 cents the previous year, i.e. a 15 cent increase. I was expecting the same sort of increase as the business had been growing at the same sort of pace. After reading the postings, I won't be too distressed to find the EPS closer to 15 cents (annualised) than the 20+ I had ramped myself into expecting.

Happy holding.

Regards,
Keith.