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stckjmper

06/27/20 7:47 PM

#116946 RE: niczar #116945

dont read it. I’m glad you are the only one that can speculate.
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Evaluate

06/27/20 9:17 PM

#116965 RE: niczar #116945

Would you PLEASE stop with the fluid scenarios!!
You have put forth countless different scenarios regarding production, cost, hours machines operate, etc.
We DO NOT know the wholesale cost, the retail cost, cost of production .... none of it but yet you continue with all these what if's.
Stick a fork in it!!!!
It's done!


One thing I will certainly not do is stick a fork in it. (despite your "friendly" request).
IMO: I think some readers might find it interesting to read about various scenarios, even though we indeed do not (yet) know costs, equipment operating hours, personnel shifts etc.

Some might find it more interesting to see the impact that some of these variables might have.
Others might like to just state "we are going to be making a TON of product and we all will be making a TON of money". To me that is a bit too vague. And when I heard about the $4 Million figure in the podcast this week, I was trying to figure out how that could make sense: just like many here, the expectation was a higher number. Some made statements to the effect that the $4M figure must mean that PCTL is virtually giving the fluid away for free. Others indicated that Gary must have meant $4Million in total Revenues instead of fluid sales. I am not the only one coming up with scenarios.

The expectations I think sometimes were getting too exuberant ... If Gary implies that we could uplist to NASDAQ this year, then this must mean that our stock would increase to above $2 or $4 this year. By taking a look how much revenues would need to be in order to get there, with an assumed PE ratio, would be an indication of how much fluid they would need to produce + license income + equipment leases. It helps to put it a bit more in perspective, IMO.
Just like when the initial PR came out regarding the UK. There were folks that thought that this meant that a deal was struck with the NHS and that of course we would imminently be shipping over hundreds of systems and striking it rich. Whereas the PR indicated that a distributor was put in place and that PCTL became a partner in the PCT Europe partnership. Based on the numerous variables in place there, it becomes difficult to gauge the potential profit PCTL might make from the UK in coming months/years. An additional variable is whether the UK contracts will also primarily be leases or outright equipment purchases.

If the scenarios truly become too much for you, keep in mind that you can always put me on ignore. I won't mind.