ANO 2.68% 76.5¢ advance zinctek limited

Technicals, page-120

  1. 141 Posts.
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    I would suggest to look at big picture rather than small numbers in details.

    1. Jan 2019, 15T per week
    2. May 2019, 30T per week
    3. late 2019, I would assume to be Dec 2019 40T per week. which is about 2200MT per annum.
    4. total market to grab is about 25-30x more the current capacity, this number is based on 2014 Zinc Oxide Nanoparticle report available in google search. Which is before FDA ruling.
    5. ZinClear is superior quality than other Zinc Oxide, at same time giving high NPM in 40-50% range.Price increase is possible after major market share take over, but not sure management will do it or is a good thing to do.
    6. ZinClear is available at cheaper selling price with good quality control on consistency of product.
    7. Expansion is proven with new ovens. Which means can grab more market share.
    8. White label product kicking in. Which should provide higher margins. this also provide diversified revenue sources and reduce the reliance on distributors for revenue.
    9. like I mentioned before, my estimates is about 100MT equates to about AUD 1mil profit.
    10. I expect expansion to continue and taking over other market share and also increase in demand due to FDA ruling by year end 2019. which will likely banned 14 out of the 16 ingredients, even if half is banned, the market will increase 2-3 times the above estimates.

    With the above if you think in 3-5 years. the demand will be huge and supply need to catch up. ANO would be producing 20,000MT... profit will be ...

    good luck and enjoy the ride.

    honestly I have never come across such no brained opportunities.

    I like the management very much! They have the foresight. Lev started buying this company shares from 2007 from 0 shares till now 45.8% stakes! it says a lot!
 
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