Post by
kjs4381 on Oct 12, 2020 5:57pm
How many torches in the first deal?
on another thread someone posed the question. Their response was a guess of 10 to 20. My guess is still 50. Which is what it would take to completely change one of the 10 plants. That would make a lot of sense , and allow for a good assessment before committing to the other 9 plants. Jmo, any other guesses?
Comment by
HARJAY on Oct 12, 2020 6:10pm
The math becomes very interesting from there. 50 x $3M ea = $150M x 9 more plants = $1 B 350M. Since i'm not the best in math what woud be the earnings pers share on that scenario and what would that translate in share price with about 150 M share float at the present moment.
Comment by
Skyrocket2 on Oct 12, 2020 6:27pm
First deal with client A is expected to be 1000 torches. 1000 x $3M (USD) = $3,000,000,000 selling over 2 years = $1,500,000,000 net margin 2 years (67%) = $1,005,000,000 1 year = $502,500,000 EPS = $3,35 Shares = 150M P/E of 35 = share price = $117,25 USD = $153,76 CAD Just my guess
Comment by
canyousayiii on Oct 12, 2020 7:03pm
i think the first statement that is questionable is that the "first deal is EXPECTED to be 1,000 torches". Following that are a bunch of loose numbers. Don't get me wrong, I love the $300 share price based on just one client in only one product line....but lets have some serious thoughts as to what folk would be happy for the first torch deal.
Comment by
vers1demainvert on Oct 12, 2020 7:57pm
Very astute sandy, thousands right off the bat for first contract is rising expectations that could only be disenchanting if not met.
Comment by
canyousayiii on Oct 12, 2020 9:02pm
Yep, so many folks think that those calling for high numbers and high srock prices in a matter of weeks are good for the stock. Obviously the market is more cautious, will dictate the terms, and only some lf those on these threads will end up being disappointed or worse. Appreciate those keeping it real even though they are often referred to as bashers or soft bashers.