Ann: Response to TMT Analytics Report, page-66

First 66 Last

Share
Profile

Follow
Ruby15

88 Posts.

14

15/04/18

15:51

Post #: 32465089
Share

Originally posted by Low Key ↑

I have a hard copy of the report still.

I think that the conservative nature of the forecasts, as compared to GMV's forecasts, seems to be based on a couple of factors.

Firstly, I do not think it has taken into consideration the India/Taiwan as GMV still needed to negotiate some terms (this contract is US$90m first year).

Secondly, it is also possible they have spread the Shandong deal of $67.5m over 5 years, as opposed to first year.

Given that the silverlake distribution is back ended (only 100,000 first year and 250,000 second year), you can see why the numbers were much lower than expected, as the India/Taiwan deal (90m first year) and Shandong ($67.5m first year) are the largest contracts we have in first few years.

Expand

Hey Low Key well done with keeping a hard copy.
Is there any chance that you could download onto this site for further analysis??
Greatly appreciated if you could.

Cheers

GMV Price at posting: 31.5¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

DBO

Diablo expands critical minerals footprint at Star Range

KLV

Klevo Rewards advances stablecoin strategy with credit licence acquisition

Expert Exchange: The Kouk on Michelle Bullock's legacy as RBA Governor

AFP

AFT Pharmaceutical's multi-billion R&D opportunity

PL9

Prairie Lithium advances towards first production as commercial DLE unit arrives

First 66 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Ann: Response to TMT Analytics Report, page-66

Top Stories

Diablo expands critical minerals footprint at Star Range

Klevo Rewards advances stablecoin strategy with credit licence acquisition

Expert Exchange: The Kouk on Michelle Bullock's legacy as RBA Governor

AFT Pharmaceutical's multi-billion R&D opportunity

Prairie Lithium advances towards first production as commercial DLE unit arrives

Featured News