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16	member 9/28/21 2:37PM Re: FDA decision: released! 15
A major positive indeed. But I would put it this way: shorturl.at/hBK06 Proposed labeling changes... Sunscreen products that have not been shown to help prevent skin cancer or early skin aging from the sun will need to... login to read the rest view available tags
15	member 9/25/21 3:16AM FDA decision: released!
Finally! FDA just released a very positive decision for ANO. Competition will soon be wiped out. https://www.fda.gov/drugs/understanding-over-counter-medicines/questions-and-answers-fda-posts-deemed-final-order-and-proposed-order-over-counter-sunscreen "the proposed order proposes GRASE status for sunscreens containing zinc oxide and titanium dioxide; not GRASE status for sunscreens containing aminobenzoic... login to read the rest 1 view available tags
14	member 6/05/21 2:13AM MCP Cost Advantage
https://dumilecapital.com/2021/05/17/advance-nanoteks-massive-cost-advantage/ view available tags
13	member 10/20/20 5:11AM Re: Re: Initial thoughts on FY results 12
1) I would not expect an inferior product at a higher price point to create pricing pressure. I think the reason that these inferior products still have a market is two-fold. One, you do have reasonably... login to read the rest view available tags
12	member 8/17/20 11:33PM Re: Initial thoughts on FY results 11
Do you have any additional context around two significant risks that have emerged recently that were alluded to in the annual report: 1) the "increased activity" of competitor Everzinc in the market place? Does this... login to read the rest view available tags
11	member 8/07/20 12:00AM Initial thoughts on FY results
https://dumilecapital.com/?p=48 view available tags
10	member 4/22/20 5:09AM Re: Where is the upside cap? 9
Apologies for the delay, just noticed this. It's difficult to be precise here, as I am cobbling together an estimate based on partial data from various sources. $2 billion is a rough estimate and I can't... login to read the rest view available tags
9	member 2/15/20 7:19AM Where is the upside cap?
Impressed by the thesis. As this is a hypergrowth company, maybe interesting to quantify the cap on the upside (similar to how certain succesful VC's have said to filter investments with too low ROIC on bull... login to read the rest view available tags
8	member 11/02/19 12:19AM Re: updated presentation, etc. 7
Thanks for the questions. I think 3Q production guidance was likely lowered as there has been a slight delay in the next capacity increase, by just a month or two to January 2020. At the same... login to read the rest view available tags
7	member 10/31/19 1:03AM updated presentation, etc.
Do you have any thoughts on the recent co presentation and letter? They seem to have lowered the near-term production outlook (from 500T to 400T for 3Q) and i am not clear if the orders... login to read the rest view available tags

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			2019	2020
Price:	6.13	EPS	0.16	0.24
Shares Out. (in M):	59	P/E	38.4	25.5
Market Cap (in $M):	248	P/FCF	0	0
Net Debt (in $M):	0	EBIT	2	14
TEV (in $M):	248	TEV/EBIT	107	12.4

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