Cryo-vacc amazing potential going off those numbers:Currently...

Cryo-vacc amazing potential going off those numbers:

Currently 110 units in the field with DPD Laser

Potentially an additional 500 units in the next 12 months if it happens could be 500 x $2k/month = US$12m/yr in revenues. Very handy supplemental income to potentially payoff the US$40m OPIC loan for Phase 1 faster.

Down the track in 3-5 years potentially 15,000 units x $2k/month = US$360m/yr so potentially doubling Renergen revenues of about AUD$500m/yr (per MST) from 2025 when Phase 2 kicks in to around AUD$1b/yr

It would be interesting to know the potential market breakdown outside of covid vaccines.

Of the 1 million aluminium cases using dry ice or cold plates in Europe how many are specifically for covid19 vaccines or were they already there as part of cold stroage logistics operators in Europe? If so over time a portion could potentially be replaced by the cryo-vacc.

You are talking huge numbers if potentially only 5% or 50k of the 1m units could be replaced by the cryovacc. 50k x 2k/month = US$1.2b/yr in cryo-vacc revenue potential.

Personally I am very happy with Phase 2 and looking forward to seeing how the US800m capex will be funded. The cryo-vacc has been a nice potential x-factor in the background but if 15000 units of cryo-vacc can potentially be more profitable than Phase 2 if we are lucky and it takes off down the track in a few years Renergen's revenues could enter the billions per year noting today there is still only 123m shares on issue.