Ann: Telix 1H 2024 Results Presentation, page-49

i just listened to webcast as i missed the other day
i wont rehash as its all prob covered.

the one thing that does resonate is Telix today is trading at around 8 times revenues.
(leaving aside an opinion on that being high or low)

in a year or so CB says with TAM around US$4.5B, Telix could/should have revenues around "a couple billion"

so US$2B is around Au$3B and

Au$3B revenues at around 8 times = an $80 stock price

and some may say CB is usually conservative and TAM's that may understate etc ....

who wouldn't want to buy something today at $20 and have it trade $80 in a year or so, with potential Therapies coming online (tenfold in therapy vs Imaging)

clearly some as someone was selling on that flurry open Friday am
but a dollar movement today will be the difference between bid and offer in a year or so

i find a sense of calmness when i listen to him