Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Zentek Ltd. -- Ignore unavailable to you. Want to Upgrade?

To: George69 who wrote (25373)	3/6/2021 7:05:29 AM
From: Towser33	2 Recommendations Recommended By emperor Mister D Read Replies (1) \| Respond to of 53927

I think we need to be careful of these projections. A 0.5% share of the market sounds achievable at first glance but this is 0.5% of worldwide sales. Can a small Canadian toy manufacturer achieve that.sort of penetration. It would be nice to think so, but I do not know what markets they have access to. I have noted since joining this site there is very little mentioned about the importance of patent. We all refer to our "magic ink" but all we have at present is a patent pending. This is an indication of the company's intent to protect its IP, but the full scope of protection, or whether a patent will even be issued, is far from certain and it can take on average about 2.5 years to obtain. Add to that the fact that I understand that there are more graphene related products with patent pending at present than for any other substance means there has to be some uncertainty. Then of course you have the Chinese who will ignore it anyway. If the patent does get granted then we have something or real value. I am in no way knocking the company in which I am a very strong believer and I think Zen are doing a fantasic job, but we still need to take into account the many uncertainties when projecting figures rather than getting too carried away.

To: George69 who wrote (25373)	3/6/2021 8:17:51 AM
From: Garth	3 Recommendations Recommended By George69 musicfan Reflection Read Replies (2) \| Respond to of 53927

I'm not entirely sure what you're looking for in excel since any spreadsheet using their numbers should tie out to their numbers, but a assuming: .02 margin on Masks/Gloves and a $2 margin on filters 24.40% blended tax rate Share count of 96.6M P/E Ratio of 15 Excluding the corporate expense overlay (which is impossible, but we're just here to have some fun) 10 BPS: 39.8M in profit in 2022, and 29M in 2023 (difference being the TAM adjustment for Mask/Gloves) with a share price of 6.19 and 4.51 respectively 50 BPS: 199.3M in profit for 2022, and 145.2M in 2023 with a share price of 30.95 and 22.55 respectively