$3.91m for the 50% shares in Orbis

XRF Scientific Ltd (“XRF” or “The Company”) is pleased to advise that it has exercised a Call Option to acquire the remaining 50% of Orbis Mining Pty Ltd (“Orbis”).  

XRF SCIENTIFIC LIMITED (ASX:XRF) - Ann: XRF Exercises Orbis Call Option, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Resources generally trade lower at the moment.

XRF Return (inc div)   1yr: 20.42%   3yr: 45.31% pa   5yr: 53.52% pa

So XRF keeps on track.

ROA up

Net profit margin: 14.9%

Debt / Equity low - sustainable

Dividend pay out ratio ~ 50% very sustainable ( Telstra pays out 100% dividend !!!)

Record revenue and profit

Very strong demand from mining and industrial customers

Strong demand for capital equipment products, currently at record order levels

Launch of new product line: xrTGA thermogravimetric analyser

Continued R&D investment in new products across all divisions

XRF SCIENTIFIC LIMITED (ASX:XRF) - Ann: 2023 AGM Presentation, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Outlook: We expect the December 2023 quarter to be a positive period, with a focus on machine lead times, xrTGA sales, new product developments and international sales growth 

Return (inc div)   1yr: 22.99%   3yr: 52.81% pa   5yr: 48.26% pa

Market Cap; $132M

*limited analyst coverage along with low trading liquidity holds XRF back. Reduction in mining industry generally

• Summary: August 2023 Investor Presentation
• 

3 x Segments Below:

Return (inc div)   1yr: 98.03%   3yr: 67.98% pa   5yr: 52.85% pa

Competitive Advantages:  Large sample carousel with 30 positions for greater throughput  Higher maximum temperature range up to 1100°C  Highly automated and user-friendly interface  Fast heating and cooling cycle times  Fully integrated PC without the need for an external unit

Had a mighty run -up Return (inc div)   1yr: 104.89%   3yr: 72.11% pa   5yr: 53.00% pa

David Brown: Consideration $60,180

Securities   b) 3,059,163   Securities held after the change b) 3,110,163

Good 1yr Price trend here

Sales of capital equipment products have been robust at $3.9m compared to $2.8m in the PCP.  The demand is being driven globally by both the mining and industrial sectors.  Geographical growth is adding to revenue, and certain markets have been reactivated post COVID‐19 impacts.  For some core products our order book remains at record levels, with production now being scheduled into the December 2023 quarter.  We are working to reduce our lead times through the addition of new labour and inventory resources. 

• Summary:Summary: March 2023 Quarterly Trading Report
• Price Sensitive: Yes