Xone火棒探險區II

1001 回覆
4 Like 1 Dislike
2021-03-12 13:30:59
我理解 backlog 係講已經簽左約 (唔計19 MOU)
但你未deliver & 未入revenue嘅數

佢4Q report有寫佢year-end backlog有39.4m (已經比上年升左27%)
只要份contract無話拖幾年嘅話, 有大部份應該係2021會入落revenue
而其實你睇佢2020 annual, 佢全年revenue都59.3m
所以revenue角度 其實算係咁
只係擔心佢gross profit margin 再跌

佢又同dod簽野, 又係korea, singapore 搵partner
長線我睇好,
公司又做二次placing cap左2筆錢 (尤其有筆係高位cap , dklmh), 要做R&D同埋partnering 應該都夠錢

不過標題黨 淨睇今次EPS嘅話 今晚就應該跌嘅
2021-03-12 13:38:54
認真睇哂 + 1
TLDR: 份野算幾有誠意,間野仲未賺錢,但愈來愈多生意,同更多唔同種類公司合作,包括政府,仲有好多其他實際應用例子。拎埋契媽 3D printing 既 DD report 打飛機,黎緊希望3d printing industry食埋molding 同end-use part 既market share,依家淨係得4% 同1%。

講返間野,佢forecast 2021 revenue growth 係15%-25%
雖然睇返2020 revenue vs. YoY 都係grow 得0.1 M
不過今年年底backlog vs. YoY 係真係多左26%
都叫有說服力substantiate 到佢projected revenue growth
SG&A 係revenue 同2019 差唔多level 加埋武肺既情況下仲低左,算係咁
但R&D expense又年年減,唔知係咩原因
希望佢revenue growth + expense reduction 之後過兩年會breakeven 因為成份報告都無講佢預期幾時會有錢賺
佢聲稱2月增發d 錢除左會日常運作開支,仲會拎黎做strategic investment,希望係洗係類似前排佢同唔同國家local vendor partnership 方面,增加佢sales
** On February 12, 2021, the Company completed an underwritten public offering of its common stock resulting in net proceeds to the Company after commissions and expenses of approximately $95.0 million intended for use as working capital and for general corporate purposes, including strategic investments.
2021-03-12 14:01:27
睇完反而有少少信心溝
2021-03-12 14:02:22
如果跌返20 先唸
唔想你跳樓

利申: 1/3 in
2021-03-12 14:09:47
arkx 仲未有消息幾時launch
2021-03-12 14:39:54
我幾睇好佢嗰個3D print aluminum
電動車實用得上呢個技術
鋁夠硬又夠輕

不過呢個news好似冇咩人知
2021-03-12 14:43:54
但佢唔郁好難等 無錢買其他啦
2021-03-12 14:45:02
因為太多不明朗因素?
2021-03-12 14:46:32
我記得有個發pro嘅youtuber 講過小盤股2020會報細數
等2021可以爆發
2021-03-12 14:53:36
This is the future. ExOne and Ford Deliver Automotive Industry-First BinderJet Aluminum Printing, High-Density Sintering
https://youtu.be/_fhO4efJLIs
2021-03-12 15:05:35
我都好睇好3d打印 真係覺得未來靠佢
2021-03-12 15:22:09
咁就坐實
2021-03-12 16:20:25
睇完覺得好神奇
唔知佢做咩9 等一陣就有個product 出左黎
2021-03-12 17:11:14
加倉啦仲坐
2021-03-12 17:19:01
走咗🥺
2021-03-12 18:03:30
SH
2021-03-12 18:17:07
今晚上唔上到50?
2021-03-12 18:17:36
屌你老尾
2021-03-12 18:18:03
大戶吸緊貨好快就拉上去
2021-03-12 18:18:33
今晚50見
2021-03-12 18:46:01
見到唔少巴打有認真睇財報,間野前景係ok 不過咁細隻,短期Choi到痴晒線係正常, TSLA 幾十蚊果時都成日Chok 60-70% 大家坐穩
2021-03-12 20:07:45
今晚又暴跌
2021-03-13 02:21:18
比想像中跌少咗
2021-03-13 02:23:20
財報差都仲有而個價算係咁了
坐定貨準備上返40
2021-03-13 02:25:42
咩事 一開竟然唔見2字
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