1H24 Trading Result

[kickit2me]

Adding in this data to the projection models:

1. Using the full set of data since PNV start:

- rate of growth increases again from 0.0258 to 0.0348

- FY24 projected SALES goes from $78.8m to $85.7m

2. Using data since start of 2021

- rate of growth increases again from 0.0669 to 0.0721

- FY24 projected SALES goes from $89.6m to $92.0m

The critical point is not that it continues to grow, but the rate of growth continues to accelerate

All aboard!

 

[Lattelarry]

Adding in this data to the projection models:

1. Using the full set of data since PNV start:

- rate of growth increases again from 0.0258 to 0.0348

- FY24 projected SALES goes from $78.8m to $85.7m

2. Using data since start of 2021

- rate of growth increases again from 0.0669 to 0.0721

- FY24 projected SALES goes from $89.6m to $92.0m

The critical point is not that it continues to grow, but the rate of growth continues to accelerate

All aboard!

Thanks Kick.
Looking forward to $100m+ revenue, if not sales EoFY.

 

[Space Cadet]

Adding in this data to the projection models:

1. Using the full set of data since PNV start:

- rate of growth increases again from 0.0258 to 0.0348

- FY24 projected SALES goes from $78.8m to $85.7m

2. Using data since start of 2021

- rate of growth increases again from 0.0669 to 0.0721

- FY24 projected SALES goes from $89.6m to $92.0m

The critical point is not that it continues to grow, but the rate of growth continues to accelerate

All aboard!

Things just getting better, Thanks Kick

SC

 

[basiac]

Adding in this data to the projection models:

1. Using the full set of data since PNV start:

- rate of growth increases again from 0.0258 to 0.0348

- FY24 projected SALES goes from $78.8m to $85.7m

2. Using data since start of 2021

- rate of growth increases again from 0.0669 to 0.0721

- FY24 projected SALES goes from $89.6m to $92.0m

The critical point is not that it continues to grow, but the rate of growth continues to accelerate

All aboard!

Thanks Kick. Is the US slowing or it's only my imagination?

 

[kickit2me]

Thanks Kick. Is the US slowing or it's only my imagination?

As the market there matures it will likely slow. I'm not sure if its happening yet or if its just "lumpy". Would need to plot the data over time to know for sure.

 

[Westsurf]

Planning to plot and display Kick?

 

[kickit2me]

Planning to plot and display Kick?

Will this do you Westy?

 

[Westsurf]

Thanks mate.

 

[kickit2me]

Will get time to add in anything gleaned from todays report on Thursday for those interested.

 

[whytee]

Will this do you Westy?

View attachment 55134

I think you are going to need a bigger graph...

 

[rbm3]

Will this do you Westy?

View attachment 55134

Adding in this data to the projection models:

1. Using the full set of data since PNV start:

- rate of growth increases again from 0.0258 to 0.0348

- FY24 projected SALES goes from $78.8m to $85.7m

2. Using data since start of 2021

- rate of growth increases again from 0.0669 to 0.0721

- FY24 projected SALES goes from $89.6m to $92.0m

The critical point is not that it continues to grow, but the rate of growth continues to accelerate

All aboard!

Hi Kick
I note your "Using data since start of 2021" projection of $92.0 was spot on.
I'll assume you'll update the graph soon.
As we don't always get quarterly figures have you considered also creating a 1/2 yearly results graph which would be 100% accurate?
Thanks
rbm3

 

[Lattelarry]

Hi Kick
I note your "Using data since start of 2021" projection of $92.0 was spot on.
I'll assume you'll update the graph soon.
As we don't always get quarterly figures have you considered also creating a 1/2 yearly results graph which would be 100% accurate?
Thanks
rbm3

I find it bizarre that anyone can be surprised by the sales numbers (especially the professionals) - Kick has been modelling this extremely accurately and also credit to PNV for such a reliable trend too.
I thought total revenue would be just above $100m and so 104 was a tiny bit above this thanks to strong income from BARDA.
Sales were great too and if they come in at around $140m this FY that will be a very good result.

I find the SP/MC a bit disappointing - hasn't moved since Sept/Oct 2019 yet the real value of the dollar seems to have halved in that time.

Swami should earn his first bonus soon. My guess is the SP has to be above $2.25 for 30 days. He's then got 2 years to hit the next milestone of 50% on that for 30 days.