The math should be easy for any layman, unless I'm missing something..?:
CSL = plasma Covid19 = the biggest consumption of plasma, everrrrrrrrr, like in the history of "ever".
Pre-Covid: CSL Plasma was paying an average of $270/month to attract donors, but demand has been so high this year, they've been milking up to $700 per month.
That's more than double the value of product - tragically.
Post Covid with or without a vaccine: It's a sad fact that demand for plasma is likely to remain high at these record levels for at least another 6 months.
Post Covid with a vaccine: Is it true that CSL has deals with other vaccine producers to be part of the solution, even if they don't come up with their own patented concoction?
If so, it seems fair to anticipate the SP should be worth far more than the $330 it was, pre covid.
Or else, please justify how anything less than $300 is true value, despite world record demands and sales...?
By my rough calculations, anything less than last year's pre-covid price of $330 is such a bargain it should be called a golden handshake. LOL
CSL Price at posting:
$283.18 Sentiment: Buy Disclosure: Held
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