Thinking
1. No chance your going to see Co release sales figures. As I keep posting it's unwise to let competitors know your growth profile...DYOR. So if that's anyones expectation...and that's a preconditiin for holding...suggest you get out and invest in mid/ large caps because it will likely duit your trade style better..naturally holders call. Interpretations will be made from March report...but that's all they will be...guestimates. Won't be accurrate because of delayed receipts/unknown inventory/unknown profit margins on unit sales.
2 current distribution umbrella will expand. Note distribution model in place
3 Existing Umbrella has a lot of expansion built in already...many of thr B&M crew with extend the range of their product. I suspect Lives will be taken up by many of the larger chains such as Target/Costco/Walmart B&M
4. Asian/Oceana tegions are only at the tasting table stage. Again our diversified product range is going to appeal across thr board. Focus on hearing health will bring massive interest to our doorstep
6 If anyone hasn't noticed our business model brings direct interaction with our very professional website. We have no idea what the direct sales revenue is from that site
7 We have no idea of the economies of scale that each say 10000 units of product brings us in term of production costs
8 Decent cornerstone investor or two will also give SP a major wallop north
9 Distance between us and big players will get smaller due to market knowledge and exposure both due to time passing and focus of quality and ongoing product improvement with our developed and developing infrastructural expertise which is already superb and best in class
10 Rising attrition rate of smart wireless earbuds
11 Many many other news sources/anns that will stimulate excitement in NUH from local sources...and awareness.
12 Think will see Live hit hard in Oz next 24 months (don't be surprised to see further differentiation of product range down the track...thinking sports but only once the tech is sorted because on my research the ear monitor sports stuff isn't cutting the mustard...better off with wristware for that purpose IMO) and that in itself will draw further local investment interest which will propel is into the 200+ MC bracket. The story is solid and the goal noble. No fear of backlash like so many others on the ASX...destruction of Congo/ child labour/Plant building in JV's of plants in Fukushima (what what what?...yeah I'm out of there), fracking backlash.
As a matter of fact if we're looking for some funding suggest that we look for some ethical cornerstoners with a view towards ethical investments that benefit society...yes they exist...eg. QIN (yeah Co. is questionable (really questionable) but their institutional investors are gems...not sure electronic tech is their bag though?
). Point is you can actually feel good about investing NUH from an ethical position and for many investors (get this you wannabe Gordon Gheko types) make this a focus of their investment portfolio. This is a growing trend...or so I've read.
Anyway...I've always thought if we can get around 25K units in our first year of production I'd be pretty rapt. That's what Apple's Ipod did and according to another poster that's what Fitbit did as well (previously posted Apple Ipod growth Chart but can't confirm Fitbit) .
Reality is I don't think it will be that high (25K) because...well...Apple was already a behemoth when they released Ipods and no idea what kind of dollars Fitbit had in the kitty when they released their product.
What I do know however is that both Ipods and Fitbitd experienced exponential growth after initial 1st year phase.
We are about to enter distribution of new products into phase 2 of the journey. Expect exponential to kick in next 12 months.
Current uncertainty is due to financial way ahead...once that's resolved...think current SP isn't heading back anywhere...it's just north with usual pip trading (as per the rest of the sector).
I know our BOD is careful with the spend (deep skin and deep option incentive as well as genuine interest and vision in the industry as leaders in OTC support and decades of specific experience in audio solution invention and promotion...indeed more than even that...would go so far as to say an obsession to rectify a long standing wrong hoisted on those with hearing impairments that have been skinned by a money driven rather than public supporting institution which drew a unanimous vote by the US Senate in enacting the OTC and by so doing effectively saying...enough is enough!).
Also...track performance with NUH is nothing short of superb. Even the most determined Trolls haven't been able to scratch the armour. As a matter of fact Longs how many times you seen em' come back tail between there legs after trying the treeshake? Where are the trolls once they've set or reset their positions? Uhhhhh...makes me laugh (retrospectively that is...but not at the time)...expect to see this "phenomena"...throughout our jorney North.
Just sayin'
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