Understanding Telix, page-1396

yeh
re - this Hot Congo dewd

maybe its seven year itch ?
maybe hes watching CU6 going up and its more exciting in past month or two than Telix

and yeh
biotech land and Covid etc ... all obvious reasons for delays
also a coy can only raise 15% each year so yes, they do need to be selective where that is best deployed across the p/folio.
and i think TLX hasn't even raised $$ each year

thats all water under the bridge ... Ancient history.

someone mentioned $50m cap raise ... well .. TLX have $50m++ coming in front door each month via Illuccix these days
and can raise $650m in a heartbeat.

TLX are now on the global radar, and a global player
i liken it to be at the forefront of the tech boom back in late 90's
(with hopefully a happier ending)

and thats the thing with TLX as opposed to a commodity that rises for years and then falls for years -
TLX, like CSL, can rise and rise and rise for decades

Kidney therapy is also CB's baby, or at least it was, so i am expecting success in that field.
and i cant know obviously, but based on that last speeding ticket for ASX

CB would be getting early results but cant post them yet until they do thorough checks and balances
and i just wonder if that $650m has a further purpose than simple bolt on acquisition and equally spread across p/folio

anywho, imaging buying 10T or 20T CSL at $18 or something and riding it for a decade ?
here, you get another bite at a very rare cherry



Zircaix etc happen when they happen.
one must hold a high bar if they can say TLX has been anything but a Success