Now that there seems to be a few more HC MEM-bers, I'd be interested to hear some thinking around possible pricing and margins.
The main product of interest are the cassettes - I wouldn't mind if they sold the consoles at cost if it meant rapid uptake.
Investor presentations tell us that current manual methods cost $80-100.
Pitt Street Research have an estimated sale price of $200 per cassette and a current base-case valuation of 15c. Below is a table they prepared by them:
They don't show their gross margin assumptions unfortunately.
Has anyone here created any models to value MEM for a range of scenarios?
Cheers,
Reon
MEM Price at posting:
11.5¢ Sentiment: Hold Disclosure: Held
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