CDY 1.43% 7.1¢ cellmid limited

Its getting near the end of the same relative quarter that these...

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    Its getting near the end of the same relative quarter that these announcements came out in early January 2018.
    https://www.asx.com.au/asxpdf/20180110/pdf/43qqmmb6xjyqhv.pdf
    http://www.cellmid.com.au/SiteMedia...ts/Cellmid Quarterly Operational update-1.pdf

    The conditions at the time were definitely not the same as they are now.
    The record revenue of Q2 2018 was mainly bolstered by a million Dollar day with some Australian input, the usual Japanese input and some very minor uptake by the US.

    This year we have a different scenario.
    The usual input or better from historical Japanese sources including feeding a China connection.
    The usual end of year QVC Million Dollar day in Japan with revenues presumably arriving in the quarter rather than after.
    These two could exceed last year on their own.
    If so these below could be added on top.

    Proceeds from 3 successful launches in the US, Japanese pharmacies and salons, Ginza store,
    Australian and Japanese Salons and new websites over the quarter
    Proceeds from the distribution of Fillerina, (not sales,)
    None of these were really an established source of revenue this time last year to any great extent.

    Next year at this time we should see the addition of more US stores and an upfront shipment or two to China plus a couple of new product arrivals at the very least to be added in.

    Just all in my humble opinion with no offence intended and to be read with a small amount of salt as it is speculation designed to give interested readers a rough idea of where I think the company is standing at present.
    Helpful items that could be included appreciated.
    E&OE
 
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