RE:RE:Valuation estimate vs salespointer wrote: felker04 wrote: As I see it, if KNR is valued around 120M$ right now. If we focus on the core business previous Biocloud, it would be valued around 30M$.
So Biocloud is actually valued around 90M$ right now.
We know of a 15 000$CAN market price. And we also know that margins would be around 50% as mentionned in previous NR.
Let's be a bit more conservative and instead of 7500$, we put a 4500$ profit per unit. So if they sell 20 000 units at 4500$, it is around 90M$ total profit, which is our valuation right now.
So with all patents included, investors value the company as if they would sell around 20 000 units overall in the net coming years.
But we also know that they received funds by the Ontario Gov to upgrade production capacity to 20 000units a month. That is a pretty wide range of potential valuation.
I think investors are pretty prudent and I understand it, considering the volatility of the situation and the product they are selling. And considering the information we are provided.
I invested quite a lot of money into this since Septembre and I have been tested quite a lot. I am now in a complete waiting mode and hope patience will be rewarded and if there are good news coming in, I would be able to grab some more when it flies before the common investors do so!
Good luck to all!
I think your value on the base business is a bit low, but that of course will be meaningless if BioCloud succeeds.
Your point of KNR being valued as if we will only EVER sell one month's worth of projected BioCloud production does highlight the questions we all have.
You may be right about the value of the core business, I wouldn't argue with a higher valuation, I was just being conservative and basing my valuation on the share price ( around 50 to 75 cents) before the Biocloud development.