GREY:AZDDQ - Post by User
Post by
deedayon Mar 25, 2011 8:16am
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Post# 18339067
TC Margins
TC MarginsI suspect what disapointed shareholders the most was the statement on margins for the TC "mid teens" was the quoted figure it does not take a rocket scientist to figure out the profit for the TC, always remembering they are the reseller, lets assume the price is $55k total revenue for 1000 units is $55m Azures net to Azure $8.25. Now I firmly believe that for 2012 we will see a minimum of 3000 units or $165m in revenue $24.75m net to Azure.
Going back to 2011 the company is forcasting 600-700 TC's (low in my opinion) $38.5m now we need to add in all the other revenues Balance, LEEP and Force drive components and it should be well in excess of $80m for 2011.