I personally think all these calculations are in vein, as at the end of the day it will be the headlines and securing of major contracts that will drive the price S/T, L/T when we start moving to cashflow then quaterlies, $/unit profit etc really become material and what matters
If YOW announce they secured Valero and Walgreens, then that is 3 major contracts from their first 3 trials. For now at least, we are 1 from 1 and with the biggest distributor locked in
So I think it is more the headline deals, showing demand for the product, securing large distribution is what the market cares for immediately, rather than how much $/unit we are making
The economies of scale available to YOW if they secure a couple more distributors and wrappers etc should significantly benefit our margins, so first let's get the big names onboard
Walmart is in, so I think the market may start pricing in some success with Walgreens and Valero
YOW Price at posting:
60.0¢ Sentiment: Buy Disclosure: Held