GM everyone!...nice to see you here Geo. For those that might not have seen my posts on mid-day Saturday, I had done soem industry digging and created a model to try and project PPS based on sales revenue, using industry standards etc again with sales as the drive and not EPS as the driver...while both numbers are a mystery for us, EPS is much more difficult as we have absolutley NO idea what kind of margins or other expense items at this point. Sales, on the other hand, while still a mystery, is a much easier meteric to forecast from.
I, like everyone else here does not seem to have a good handle on how many untis a month we are selling now (or producing for that matter...and I am considering production=sales as "everyhting we produce we can sell")....also, how much we are selling a month NOW, after our 1st Q of sales....and how many untis we can produce/sell in a year from now.
All I really ahve to go off of is the PR a few months back with the Q&A w/ Pandey....which mentioned 20k units until facotry is up and running....are we doing 20k untis a month now, or is than expected within a few more months?
If we are doing 20k untis a month, using industry standards metric for P/S (which by the way is the average and is much higher for start-ups than mature companies and is at 19.91 according to yahoo), I get a PPS of .059 right now!!!
My estimates also show that for for exery $10 million increment of pre-purchase form the Gov of Nigeria, it should add $.10 to the PPS, again assuming that pre-purchase=sale!
Any thoughts on production would be greatly appreciated, albeit whatever anyone syas, I am not selling a single share!!
DAMN NICE TO BE HERE!
Hit the ask early and often!
TRAZ
