CSL possible pull back to low $200's, page-72

First 72 Last

Share
Profile

Follow
Tarampa

347 Posts.

944

07/01/21

05:09

Post #: 49995221
Share

Originally posted by madamswer: ↑

".... and yes, the margin remains the same, therefore it follows that such huge increase in product flows through to proprtionate positive increase in profit... "

Which suggests that, irrespective of what happens to the cost structure of the company, it simply gets to exercise an inalienable right to ratchet its price list upwards, and thereby generate even greater Returns on Capital (given those higher profits arise off no larger an asset base), than the Returns on Capital which are already many multiples higher than the company's Cost of Capital.

So CSL's financial returns are to become even more excellent than they already are, at the expense of higher treatment costs for the people who depend on CSL's products.

Is that really what discerning shareholders desire?

From an ethical standpoint, when doing business specifically in the health care sector, acting to maximise profits - which are already super-normal - feels decidedly at odds with socially responsible corporate behaviour and the notion of sustainable business practices that balance doing well for shareholders as well as doing good for society.

.

Expand

LOL, that's not what I said at all.

It's like a manufacturer making more widgets from more spare parts with the same cost base...

You buy more widget parts from your widget suppliers, make more widets, make more profits.

This temporary fear, and deliberate talking down of the market by many voices, shall pass - as it always does, after every pandemic.

Last edited by Tarampa: 07/01/21

CSL Price at posting: $278.38 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

LDX

Lumos Diagnostics surges 140% on major US contract deal

LU7

Lithium Universe targets silver boom with breakthrough solar recycling tech

ASX Market Close: Why are we red today? Because US CPI's at 3%

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

LIS

Li-S Energy the latest microcap to pivot to US defence market

First 72 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $247.45		Change -3.210(1.28%)		Mkt cap ! $119.8B

Open	High	Low	Value	Volume
$250.60	$251.00	$245.46	$183.9M	744.3K

Buyers (Bids)

No.	Vol.	Price($)
1	8	$247.40

Sellers (Offers)

Price($)	Vol.	No.
$247.45	145	1

View Market Depth

No.	Vol.	Price($)
1	8	247.400
1	80	247.150
3	544	247.000
2	92	246.650
1	100	246.640

Price($)	Vol.	No.
247.500	15	1
247.750	210	1
247.770	139	3
247.840	3	1
247.860	12	1

Last trade - 16.10pm 16/07/2025 (20 minute delay)

CSL (ASX) Chart

CSL possible pull back to low $200's, page-72

Lumos Diagnostics surges 140% on major US contract deal

Lithium Universe targets silver boom with breakthrough solar recycling tech

ASX Market Close: Why are we red today? Because US CPI's at 3%

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Li-S Energy the latest microcap to pivot to US defence market

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

CSL possible pull back to low $200's, page-72

Top Stories

Lumos Diagnostics surges 140% on major US contract deal

Lithium Universe targets silver boom with breakthrough solar recycling tech

ASX Market Close: Why are we red today? Because US CPI's at 3%

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Li-S Energy the latest microcap to pivot to US defence market

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News