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24/07/18
21:55
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Originally posted by ChippyDude
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Yeah I might dip my toe back in soon, You all should take a look at CPV on this pullback. Titomic for me is one I want to get my head around the numbers of how it stacks up with a 330m Market Cap.
Powder sales arnt looking like a near term money spinner, but Machine sales and Product royalty could be, but not sure yet.
For instance, if a Company said, Ok we will buy a Machine but we will do our own service, own prototype and get our own powder, then you would want top dollar for the machine.
But if the machine Buyer agreed to pay $50 per kilo royalty over the spot price of Ti powder to Titomic, then I would think Titomic would be prepared to take a low margin profit on the Machine.
I guess it depends if a Company wants a Front loaded deal or a back loaded deal Contract for a machine and rights to use it. Get what I mean. As this Im guessing about.
Also wouldnt it be good to join in an IPO for a new Aussie Company to raise Capital to buy a Machine off TTT and then use it to produce an item, in that case would be Directly value adding here in Oz.
But if Titomic says, here USA, have a machine for chips and go make yourself $5000 items that cost you $50 and pay Titomic $5 bucks profit per item. Because in that case the Other company is making all the coin.
If thats the case, better to invest in a Company that buys the machine and makes the bikes for the World etc.
So how long is a piece of string?
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I wonder if the bike division wasn't placed into the business plan to fill the initial revenue gap until machine sales took hold. I don't imagine the consumables (powder sales) were ecpected to generate until there's x number of machines working. my guess would be three years.