Post by
Oilytrader1 on Jan 23, 2022 4:54pm
DD question
Good day,
I have come across Nanalysis through a "pricing power" transcript screen, totally random. However, I actually really like what i see on the surface, like really really like it.
They are disrupting a traditional industry through democatization, and are opening up new markets in the process with IP as well.
Hoping an intelligent existing shareholder can answer a few questions:
1) With the planned capacity additions, what is a reasonable revenue growth profile for FY22, FY23' based on existing backlog + reasonable new orders?
2) Why did they announce an NCIB on Oct 21st stating they thought shares were under-valued at prevailing prices of ~$1.20, then do a best-efforts offering @ $1.10 only 3 months later?
2a) Does the CFO know what he is doing?
2b) Did he actually execute on the NCIB @ prices higher than the marketed offering of $1.10?
2c) Are there other wierd finance activities that have caught you off-guard in the past?
3) Who are the main competitors? Do they have a comparable product? Is this technology essentially superior to any incumbent products that industries may use today?
4) What is your experience in dealing with Investor Relations department ? Are they timely in response, do they provide valueable feedback?
5) What is your blue-sky target over a 3-5 year timeframe?
Thanks for any response to these questions, Oily.
Comment by
pantono1 on Jan 24, 2022 2:19am
This post has been removed in accordance with Community Policy
Comment by
Possibleidiot01 on Jan 27, 2022 1:07pm
Oops, made a mistake - Matthew not Sean, Rest of the answer still holds.