Edcando wrote: Let's play a little game since we have nothing else to do. I'll "show my work" on how easily we could see a $1B market cap and someone else show their work on why that's so pie in the sky lol. Ok! So let's take just the Japan deal. We don't know how many stores they will start with , how much product for each store (expected time between orders?), or even how well our tabs will sell once on shelves. This is why as exciting as it is to see what the first order will be , that I feel the second order is even more important as it validates the first one.
so what do we know. We know that the company has 46,000 locations under distribution contracts including such huge names like 711 and Lawsons. We've been told that initial feedback has been better than expected leading to "extensive pre orders" while we await import classification. So let us forget initial order while also not maxing out the potential of all locations in just this one deal.
let's take 2/3rds of the stores as a maximum and let's use just blas sales of 1 stick a day and one bulk buy a week per location. So 90 sticks and 12 bulk buys per location per Q. Since there are 2 sizes of sticks , let's average that out to be a fake "5 tab stick" per day (averaged out cost of both). I'm also using somewhat educated guesses (guess nonetheless) on costs so not to be taken as gospel (but I've also left lots of room for errors). $NU should expect about $4 for every 3 stick, $7 for every 7 stick, and one would think even $15 for every bulk buy even if discounted for bulk. This = approx $555 per location per Q on low sales. $550x30k locations only let's say =$16,650,000 per Q. Allowing for no growth while factoring in stability that would =$66,600,000 a year just from Tabletz in just japan (with an estimated net profit thanks to our frustrating but amazing business model of at least $20 mi). Being the only revenue stream this could easily on its own get us to $660 mil-$1b market cap (one need only compare to so many other companies trading at far higher multiples while still in net losses for their businesses as whole and not just one deal to see this possibility). However, even pretending it is our only revenue stream then the above scenario could still see us conservatively with a $300 mil market cap ($2 existing OS).
Then we still have Neuenergy coming back on track. 711 parent company is Japanese they have the most locations in the world (as well as being the parent of all locations in the world). LAWSONS has 14 k locations in japan and thousands more in other Asian countries . This doesn't only help Tabletz revs but would be wonderful for Neuenergy as an "add on product" in those same locations thus increasing said revs. Let's us not forget "add on countries" (countrieS not countrY) which of course would not only be selling Tabletz but of course could also carry "add on products ".
US every 1000 locations should bring us $1.5 mil a month on a very low end (for our products not to mention royalties from Cryopharm products). We are currently on shelves in California and if the NR is to be believed sales are "ramping up " there meaning more people are buying/buying again our products (anecdotal evidence that consumers like our product?).
South America. Literally blah blah blah all the same again as it's own massive market.
So yes I see many potential roadmaps to $1B market cap and beyond. Doesn't mean we'll get there and I'll certainly be taking mega profits before then, but doesn't mean we can't or won't get there. I'll take "pie in the sky" over "pie on my face" any and every day of the week. . GLTUA.
ok now someone tell me all the ways it's impossible to get there. I'll wait here.