Hopeless stock - been away for a couple of weeks and PPH price gone backwards when markets seem to be on a roll
Bugger .....but hope is a strategy eh
Early days mate. Welcome back. I missed you not posting as often as when you're here.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
Would you mind expanding on that JeremyALD ? What surprised and impressed you about them ? Just curious :-)
They came across as a very passionate team and the award judges mentioned several times their ability to achieve growth and scale. They spoke very highly of the high tech sector and acknowledged Xero which I thought was a nice touch. The CEO appeared humble and focused in his presentation and I like how they've still stuck to some of their nz roots. To be honest they were only up on stage a couple of times and I've done very little research into them, but what I saw impressed me
They came across as a very passionate team and the award judges mentioned several times their ability to achieve growth and scale. They spoke very highly of the high tech sector and acknowledged Xero which I thought was a nice touch. The CEO appeared humble and focused in his presentation and I like how they've still stuck to some of their nz roots. To be honest they were only up on stage a couple of times and I've done very little research into them, but what I saw impressed me
Suppose this is a stunning announcement - ACMR plus 157% and all that
Well they mention 'breakeven' so that sort of covers profit and loss. Pretty good performance so far.
My figures are quite inline with them that they should achieve breakeven near $72 million US cash revenue.
What has me most eager is the future profits where the run rates are trending.
$72 million US = breakeven
$75 million US = 1 million profit before tax
$130 million US = $23 million profit before tax
$200 million US = $46 million profit before tax (Xeros current territory adjusted for NZD)
Reckon $75 million cash revenue, $100 million ACMR by FY 18
Reckon $130 million cash revenue, $180 million ACMR by FY 19
*all rough estimates for my entertainment purposes and should not be relied upon your investment decisions.
Last edited by silverblizzard888; 18-05-2017 at 12:48 PM.
Originally Posted by winner69
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