OCC Trading, page-1450

They are essentially using a conservative 8 times their $18 million 2025 revenue forecasts, to come up with their $0.90 target.

I feel their forecasts on the light side, but they have to apply some risk probability on execution. Music to my ears in ATI:

"OrthoATI a contributor from FY25 onward Whilst we believe that OrthoATI could easily be a $15m annual revenue business in Australia alone (assuming reimbursement at $7,500 and c2,000 procedures per year) we do not expect this level of sales until after TGA clearance and reimbursement is obtained which we expect should occur in late FY25. The US is the $4-5bn revenue opportunity for OrthoATI."

How long is a piece of string? If OCC gets a partner in Remplir and/or ATI, I am sure that $0.90 target will go quickly higher.....

This is really a very useful bit of analysis/confirmation on often asked questions on revenues on here by OCC investors, there is a lot of information in there, that few investors will not gain some new insight


I would urge OCC investors to take a good read. Its useful reassurance for me, even if my forecasts higher.

https://mcusercontent.com/418010b734f74e4d79ccacb45/files/f36818c1-6b34-8cb8-bbe2-38a0f2a6c03b/OCC_180423.pdf