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11/12/20

13:45

Post #: 49513859
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Originally posted by StealthInvest ↑

So in the AGM presentation there were two immediate milestones commented on:
1) appointment of new Australian retailers, and
2) “expects to receive additional orders imminently to meet increasing demand.

we have already seen the first 1) with anaconda, what will be interesting now is when we see the new order. This should be the next couple of weeks if ‘imminently’

a quick summary of orders shows for 3 months now they have been talking about 22,000 units ordered.

31 jan - first 5,000 order

1st June - second 5,000 order (5 months between orders being the longest gap, v understandable as new product) 10,000 cumulative

13th July - third 5,000 order (only 6 weeks after previous - my assumption is it was so quick as a stocking order for the further US retailers). They stated in this order “Most of the previous orders have been sold” 15,000 cumulative

7th Sept - forth order 7750 (two months after previous order, cumulative 22,500 ordered

so between 3rd and 4th order was only 2 months, but that was now 3 months ago. As a result I am expecting a further order to hit us shortly. Let’s assume it’s a further 7750 that will bring the 12 month total orders to be 30,000

what’s also interesting is 25,000 of this will have been ordered in the 6 months June - Dec, meaning an actual annual runrate based off second half of more like 50,000 units a year.

furthermore this does not include any stock for Kogan, catch or anaconda. If they can sell 10,000 to Aussie retailers FY21 could quite conceivably be a 60-70,000 unit year for BCC

60,000 units = $20.7 total device sales and unto $21.6m plan revenue on the lowest plan rate (if plans used for full 12 months, but dropouts ie please who pause there plan will reduce, but people on higher us wage plans would increase so might net out to be around that

BCC will be over $1 in 12 months time IMO

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Hey StealthInvest, new to this stock (thanks ta access) and took a large position today.

Just wondering has there been any good analysis posts or have you been able to work out the gross margin or wholesale sale price for each unit? From your working out 60,000 / $20.7m is $345 which is the retail price.. id be guessing wholesale would be in the low $200 somewhere.

cheers

BCC Price at posting: 30.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 14.5¢		Change 0.005(3.57%)		Mkt cap ! $12.53M

Open	High	Low	Value	Volume
14.0¢	14.5¢	14.0¢	$14.43K	101.8K

Buyers (Bids)

No.	Vol.	Price($)
1	22499	13.5¢

Sellers (Offers)

Price($)	Vol.	No.
15.0¢	61957	1

View Market Depth

No.	Vol.	Price($)
1	22499	0.135
2	32000	0.130
3	73099	0.110
1	33111	0.090
0	0	0.000

Price($)	Vol.	No.
0.150	61957	1
0.185	7500	1
0.200	55694	2
0.210	60000	1
0.000	0	0

Last trade - 14.18pm 28/06/2024 (20 minute delay)

BCC (ASX) Chart

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