NAN 1.33% $2.96 nanosonics limited

The patent application was filed on 28 April 2017 and published...

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    The patent application was filed on 28 April 2017 and published on 2

    November 2017. The applicant entity was Saban Ventures Pty Limited, 14


    Mars Road, Lane Cove, NSW, 2066 (the address of Nanosonics Pty Ltd),

    and among the 4 inventors listed is Ron Weinberger who was the principal inventor of the trophon disinfection unit.

    Very perceptive find. Thanks
    A question.

    Wilson's note on NAN has the following:

    Forecast changes and gross margin outlook. We assess ~$10m in incremental consumables sales revenue in FY20. Our FY20e EBITDA forecast is increased by 35% to $34.9m reflecting the strong gross margin contribution.

    My question is this. Is not NAN ALWAYS supplying the consumables? And if so how can this change in agreement with GE increase revenue?
 
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