Methinks Sparks is working with SNOOPY right now on coming up with a new valuation
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Interesting that even though the Nasdaq is on the up our tech stocks are still in the doldrums Intuit is only $2 below its 52wk high for example. Sure Xro has risen a bit but still $13 off its high, SLI heading toward IPO price, Wyn only up on recent good news, ATM well down etc etc?
Sold half my free ones the other day when the rhetoric didn't seem to work its usual magic
As said earlier by DCF valuation is 95 - 120 on different scenarios
So touch and go for the remaining half but not panicking even though the tone of the announcement was rather muted
Might be tempted at 50/60 cents again
The NZ Research column has all the 'unallocated revenue' which should include the trade receivables? I dont know how NZ Research could be making that revenue though. Wish it was easier to decipher. Will the final full year report be clearer? O.o
edit: After a brief chat with an accountant, the top line revenue figure does include trade receivables. The fact that they dont add up means something else funny is going on, perhaps still owed money from the previous reporting period?
Just home from a morning under the knife to find my portfolio under it too, so ouch and well, ouch.
A bit below my 1,000 to 5,000 range of satisfaction, so I would have to say I’m thus a little bit unsatisfied, though I think Andrew Bascand may have summed it up this morning fairly;
http://www.scoop.co.nz/stories/BU140...hares-drop.htm
I’m happy with the reaffirmation of the $100M goal and with it being stated as gross revenues rather than revenues, that’s good positive continuity, though I find the delay in the launch of cxbladder(triage) a little bit niggling, and something now to watch in regard to the overall development schedule, although to date Pacific Edge have been timely with development so it is not necessarily a trend, and we don’t yet know the reason.
Low sales were expected to 31 March while establishing in Hershey and I don’t necessarily see any additional reason to doubt profitability at HY15 or FY15 at this time, though we may need to wait for the AGM and the few more months of roll out between now and then to get some feel and/or confirmation of that.
The $10M loss was inside my expectation of $11.5, and affirms roughly how many tests will be required for profitability to be achieved, circa 15,000 to 20,000, allowing for forward staff ramp up.
Black Kant
You are searching for something that does not exist. There is no big bundle of tests that weren't accounted for as at March 31st. Trust me
Maybe heaps of free ones but none that have to be paid me
Even Meisters accountant ant friend says so