TTT 6.82% 20.5¢ titomic limited

Crunching Numbers, page-8

  1. 702 Posts.
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    As these are all based on assumptions - i.e.
    a) assumptions on profit margins ($ per kilo),
    b) assumptions on powder sales (powder sold volume)
    c) assumptions on machine uptake (related to powder volume sold)

    and they are all assumptions ...... even chippys numbers (which he freely admits are assumptions/guesses) ..... assume is a very descriptive word

    add to that customers are still to be announced and will vary wildly (e.g bike frame powder consumption will probably be less than ship building/hull fabrication)

    the word assume breaks down very nicely.

    it makes
    as ASS
    of U
    and ME

    word derivation aside then, no, no one can give you firm future revenue projections on Titomic at this stage. If you want firm future revenue projections ..... buy BHP and hope the assumptions on global steel consumption are not assumption based.

    If you want a warm fuzzy, an alternate way to look at is competitive examination. Additive manufacture of titanium products by laser sintering requires much more processed powder for a raw material ($200-$300 a kilo), machines are in the same order of magnitude cost as TTT's (even though the print area is a lot smaller) and is still viable (apparently - judging by the number of laser sinter machine offerings on the market). TTT's kinetic fusion process can run on less refined powders ($30-$50 per kilo) ..... so if laser sinter is viable as a technology then kinetic fusion is sure as heck is viable !!!!

    and no ..... no cool chart or set of hard numbers to back that up ;-)

    Cheers....

    Shoe
 
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