SP pricing, page-116

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Gerrado

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07/03/18

22:31

Post #: 31604074
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Originally posted by Gerrado ↑

Ok, so your question - "is a consolidation around the corner?"

Probably not - but why would they do one, and what do you think the implications would be (other than an adjustment to the share price to account for less shares on issue)?

As for MC - do you realise is was higher back in early 2017? - some 500m shares at 14 cents if you dont remember...

You think the MC should be higher today?

How have you arrived at the conclusion a CR is needed? Did you simply assume numbers from the last quarterly will remain static or have you actually forecast future spend and revenue? Id suggest the latter is necessary if you havent already done so.

You know $20m p.a. is only about 4,000 units a month. Doesn't seem unreasonable by year end (or sooner) does it? Noting that they took 1,000 pre-orders for boost in about 6 weeks (prior to any consumer marketing!!)

Question should be will the likes of cochlear or similar want a stake? And how much is a slice of a game changer like nuhera worth in a multi billion dollar market? Start thinking along those lines and $100m MC looks very very small.

Expand

Just to put some of those numbers above in perspective:

Apple is expected to sell 26-28m airpods this year, that is, approx 2.25m per month!
Link courtesy of @YourDudliness: https://www.google.com.au/amp/amp.timeinc.net/fortune/2017/12/04/apple-airpods-shipments-2018

Cochlear's revenue exceeds $1b p.a. and has a MC over $10b!

Sonova is in the same order of magnitude.

And @brear you still think 4,000 units a month is unreaslistic?

And a MC $100m too much?

Have a look at where this is going. The last quaterly figures wont tell you that.

I strongly believe 2018 is the year nuhera multi bags and doesnt come back.

NUH Price at posting: 8.6¢ Sentiment: Buy Disclosure: Held
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SP pricing, page-116

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