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TS03 Inc Trust Units TSTIF



GREY:TSTIF - Post by User

Comment by Aimee1365on Jun 08, 2018 8:35am
219 Views
Post# 28144657

RE:RE:RE:RE:Industry Transaction

RE:RE:RE:RE:Industry Transaction
Drrwong wrote: Personally, I wouldn't even sell it for $3-5 like Echo suggested for a near-term takeout, as my base case is $25-30/share.


I agree completely Doc.  This stock has the potential to hit $100/share by 2022.  I'm in for the long ride.  Let's just hope we can get there before Sep 2018 when the piggy bank may be empty.

I'm thinking if they can directly sell and install 100 VP4's in in June, July and August and get the customers to agree to 30-day net terms we have a shot!  There is about $9000 profit on each VP4 (at best, with my calculations) and that equates to a nice $900,000 in profit by the end of September. 

Then let's add in the consumables for the subsequent 3 months of the FY.  After a half-day of staff training and ramp-up time, estimate 10-cycles per-day per-unit and each bottle of H2O2 does about 20 cycles (am I correct?), also figure in a few service calls as the MTBF is still short, but getting better with all of the upgrades on the VP4.  1 bottle of H2O2 consumed every two days for each of the 100 units, assume 100 days of usage remaining in 2018 for round numbers: So we are looking about about 50 bottles of H2O2 per each of the 100 units ----  That's 5000 bottles of H2O2 we could go through by the end of the FY -- and they have a much higher PM.  It could potentially be another $500,000 of consumable profit!  

Therefore, we could potentially see another $1.5M of profit by the year end!!!  Then we award RR and the C's with their year-end bonuses for doing an outstanding job this year and comfortabley seque into 2019 with lots of sales momentum.

But this all assumes we get 100 units booked and installed in the next 80 days - - very doable given the breadth and penetration of TOS' direct sales team.  They already have a bunch of quotes out there and I'm sure the Quote-to-Sale ratio will be near 100% given this new FDA claim for the duo's and all the strong demand for this technology.  Nobody else is doing what we are doing, this is a slam dunk!


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