CFO Insights

Bespoke analyses that ERPNext doesn't ship native: breakeven by grade band, forecast scenarios, month-over-month diff, anomaly sentinel.

Breakeven by Yuan Heng grade band

OpEx run-rate USD 0/month. Cost basis $25/t (conservative). Royalty + clearance = 7% of gross.

Scenario	Price/t	Margin/t (net of 7%)	t needed/month	months from 300t stock

Forecast scenarios (to FY end)

Opening cash USD 0. 7 months remaining in FY2026. Base inflow = 300t @ $52/t net of royalty.

What changed — Rabobish accounts MoM

Account	This month	Last month	Change	% change
No movement detected.

Anomalies sentinel

No anomalies detected. ✓