Ann: Revenue Guidance Update and CEO Appointment, page-102

First 102 Last

Share
Profile

Follow
Nightmarez3k

4,987 Posts.

139

04/01/18

11:38

Post #: 30035306
Share

Originally posted by madamswer ↑

"The cash is real and the business is a start up and ramping up."

Sure the cash is real... but not because it was organically generated; rather because it was raised in capital markets.

But what is more real is the spectacular erosion of the value of the cash. They've raised $60m; they have less than half of that left.

And, based on the current rate of capital consumption, at some stage the company will need to raise more cash from capital markets. Maybe not imminently, but at some stage.
(Unless something changes the current situation. Problem is, I'm not smart enough to predict what the something might be.)

"Maybe investment grade one day."

Maybe it will indeed be investment grade one day.
And that's when it will be able to be valued, thereby allowing an informed investment decision to be made, as opposed to mere speculation about what could/should/might be.

"It has an ethical and sustainable product offering in the market."

Which is nice, except that it loses money from that ethical and sustainable product offering. To me, a for-profit enterprise losing money is not a sustainable situation.

Expand

A good product will sell itself.

The margin is 55 percent. They just need to fine tune the other expenses or sell the business they are running to others with bigger economies of scale in confectionary.

Anyways thanks for your input.

YOW Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

RSG

Resolute shares bounce back as second payment made to Mali government to secure workers' release

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

ADD

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024

There are more pages in this discussion • 21 more messages in this thread...

First 102 Last

Add YOW (ASX) to my watchlist

(20min delay)
Last 2.5¢		Change 0.000(0.00%)		Mkt cap ! $5.275M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

YOW (ASX) Chart

Day chart unavailable

Ann: Revenue Guidance Update and CEO Appointment, page-102

Top Stories

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024