New Valuation - EAA revenue added US OnlyMM-AP,
Ok I have run another NPV using what I think is the correct number of EAA units per treatment, but only for those that ulimately receive PMX and also only for the US.
Using conservative penetration figures, and again factoring in the restrictions noted above I came to $64.66 per share on a 290 mil float.
You guys are the only ones that care so maybe spit ball me a number on the rest of NA, all up all in revenue wise, plus EAA for ROW.
It's hard to do I know.
And that includes ZERO - supplies, maintenance kits or residual service contracts for the PMX and Dialysis pumps themselves.
If I included those I'd be pushing $100.00 per share.
The bashers will mock this but I'm an MBA and I spent my early post grad years doing exactly this.
I'm a little rusty but as the boys from Tropic Thunder might say I haven't gone Full Retard just yet.
Pete