Eagle0's suggestion of $50-$100 a share is not nonsense. An analysis of Neuren's future revenue flows using a standard DCF model and published data spits out a $50-$100 valuation. I refer you to https://hotcopper.com.au/threads/what-is-nnz-2591-really-worth.6625765/ for details. This modelling is not controversial.
If you send me your email I'm happy to provide you a copy of the model and you can plug in your own numbers and see what you get. Or you can criticise the model and explain why you think its wrong if you like.
Neuren will be worth $50 a share just based on the current Orphan diseases they're working on. This isn't guesswork, its based on the numbers.
People may have forgotten that Neuren's stated strategy is that Orphan drugs are just a stepping stone to the longer term goal of the much bigger mass markets of Autism, Stroke, Traumatic Brain Injury and Alzheimers. Neuren has the realistic potential for annual net revenues of $2.5 billion+ a year in 5+ years. This would likely mean a market cap of ~$50 billion, or $400/share.
Someone here posted they never intend to sell, but will hold and live off the dividends. $2.5 billion net revenues would allow an annual dividend yield of $20 a share, so I think that idea could be very smart.
NEU chart, page-88
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Last
$13.13 |
Change
0.020(0.15%) |
Mkt cap ! $1.678B |
Open | High | Low | Value | Volume |
$13.20 | $13.44 | $13.07 | $5.021M | 378.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 11501 | $13.12 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$13.18 | 1539 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 464 | 13.100 |
2 | 264 | 13.070 |
1 | 300 | 13.020 |
2 | 300 | 13.010 |
9 | 17634 | 13.000 |
Price($) | Vol. | No. |
---|---|---|
13.210 | 1700 | 1 |
13.430 | 2400 | 1 |
13.450 | 150 | 1 |
13.480 | 2000 | 1 |
13.490 | 1700 | 2 |
Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
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