AJK,
I’m hearing you. But I’m also hearing Jon Pilcher.
“the next 5 months will be bigger than the last 2 years for NEU”
“ if you are looking at a comparable company for valuation of NEU , look at the Raeta deal, $7.3bn USD”
The FDA meeting has a big bearing on the valuation of NEU. From a DCF basis and a risk analysis also. I’m very comfortable that the outcome will be very favourable.
What I don’t know but Jon does, is how many BP are taking a close interest in NEU. And what are they looking for before launching any bids to buy or partner with NEU.
Is it even possible for NEU to plot a forward looking strategy without having a good understanding of what the current valuation is and what is the likely uplift in valuation at each upcoming milestone along the development pathway.
The appointment of a corporate advisor signals they are at least fielding inquiries from interested parties.
The overriding concern for holders, is not to be sitting if a takeover offer hits the deck. There won’t be any earning. If an offer was lobbed over the fence prior to trading next Monday , NEU would open at the price of the offer. As has been suggest 150% is probably a starting offer, that will have NEU trading at ~$23.
It could escalate quickly from there. The sharks will pile on very quickly.
We just won’t know till hindsight kicks in.?
- Forums
- ASX - By Stock
- NEU
- Share Price
Share Price, page-11344
-
-
- There are more pages in this discussion • 1,246 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NEU (ASX) to my watchlist
(20min delay)
|
|||||
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) ? |
Featured News
NEU (ASX) Chart |