just answered my own question, I think....Yhaoo has us grouped in the biotech group with a 19.91 average p/s ratio....bodes well fo us if we can operate at that average...
plugging in a more conservative p/s multipole of 15 (25% haircut off our industry average of 19.91) into my model, I get a PPS of $2.00 if we can produce/sell (again assumed to be the same number) of 1.322 million units a month (44,000 units a day) at an average selling price of $21 per unit....(also based on 2.5B o/s shares).
This would also result in annual sales of $333M....about a 55% increase from Pandey's Q&A amount of $200M....and we all know he likes to set expectation low! On the flip side, if the P/S was at 25 (only a 25% premium over the industry average), we would be right at Pandey's $200M projection for annual sales.....
bottom line....I will not even condsider selling till near $2, and then only a teeeny tiney piece!
still more work to do here and I will let theboard know as I come up with stuff. I do not want this to be a pump, but I am basing my inputs on industry averages and info from other longs and the company primarily! I would love to know projected production capacity information to really hone in on these forecasts and models I am making!!
GLTA and DAMN GLAD TO BE HERE!
Hit the ask early and often!
TRAZ
AI
