Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

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dalts66

4,321 Posts.

2019

11/12/19

20:41

Post #: 41919607
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Originally posted by dalts66: ↑

What is happening here is happening to the whole sector at the moment. Nothing will change until announcements give it a kick start.
I still believe ZLD has set itself up for a good future. Product, backed by trial data and IP, with an extensive distribution network.
The medical part of the cannabis sector is still really in its infancy. By having a global network, backed with IP and data, ZLD has found a point of difference.
The integration of ilera theraputics, with the extra shares causing dilution was always going to cause the SP to retrace. The market still doesnt know how to put a value on the new ZLD until announcements give it guidance.
The MC in the low 40 millions, (where it is now) after the absorbtion of an extra 100million shares already, still means there is still lots of upside movement available. The extra performance shares are all tied to revenue. That revenue will means a CR probably wont be needed.
Am thinking a SP of 25c when fully diluted (so revenue goals have been met) would give a MC of $500million. Which would give a PE of 19 if revenue of only 2.5million (the amount needed to fully dilute, so this would be worse case).
So am thinking 10c by March. 25c mid year. SP based on revenue after that (blue sky). Next year, being the transition of diluting the extra shares will start slow, but then recover.

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Forgot to mention that 2.5 million revenue is for US sales only. Sales outside the US dont trigger any performance shares.

ZLD Price at posting: 5.2¢ Sentiment: Buy Disclosure: Held
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Last 46.0¢		Change 0.070(18.0%)		Mkt cap ! $5.219M

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Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

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Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

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