Review tally, page-272

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ElleBee

892 Posts.

295

17/05/23

09:18

Post #: 67813389
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Originally posted by the trickster: ↑

I am not quite sure what this analysis tells us.
1) Usng review data to extrapolate sales is useless, you don't even use it in your own analysis
2) Currently NUH is primarily taking orders and invoicing on shipping. so using (1) to determine sales/revenue cannot work.
3) Their costs in Q4 will be lower than in Q3 and they have indicated that as Q3 contained a number of one offs that will not be incurred in the current qtr.
4) They invoiced $1mln before the end of April, we don't know how many invoices that involves.They will have also invoiced this month. We know revenue per unit is $667 so $1mln is roughly 1500 units. We dont know the exact cost of production therefore the number of units produced and on hand for shipping.
5) We also know that some or all of that invoiced amount will be hitting the bank soon if not already.
6) CR is a real possibility, but it may not be. There are a number of possibilities, a CR, OEM/S, a significant supply deal ( which may or may not require a CR to facilitate)
NUH cannot survive flogging a couple of thousand HP pros every quarter, that should be clear to everyone by now. It has made a good start but needs to ramp up. And doing a CR to flog a couple of thousand is a dead end. They need scale.
NUH needs to land at least one large OEM, hopefully more than one and or a very large supply deal to a counterparty very soon. And then there is the RealTek chip stuff which we don't know the timing of.
The HP Pros may well be able to sell very well but NUH needs to be able to stock its distribution channel to achieve that.

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Sales for a new flagship product have been pathetic to date. CR isa certainty unless Stu gets traction with his Specsavers pitch.

NUH Price at posting: 14.0¢ Sentiment: None Disclosure: Not Held
5 Upvote

0 Great analysis

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