What do you know: AI reads Hot Copper.

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DjohnR

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19/07/25

14:18

Post #: 79863531
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Originally posted by skram1182: ↑

I asked AI about Clinuvel.....around reason for low share price............... I suspect low ball offer later this year, just my thoughts.

AI says...............

Some investors speculate that shorting is being used to suppress valuation ahead of a strategic move, such as a low-ball takeover bid or pipeline licensing deal.

Other Factors at Play-

- Lack of buy-back execution despite announcements

- Limited institutional ownership (~21%)

- Opaque communication around pipeline progress and strategic direction

Bullish Fundamental Valuations

Morningstar maintains a fair value estimate of A$18, citing strong margins, expanding US distribution of SCENESSE®, and promising vitiligo trial data.

Fintel aggregates analyst targets with an average of A$26.47, ranging from A$15.15 to A$41.42,
suggesting potential upside of 150%+.

Investing.com shows a consensus 12-month target of A$24.34, with 8 analysts rating it a “Strong Buy”.

What’s Driving the Divergence?

Technical models focus on price trends and momentum, which have been negative due to shorting and weak sentiment.

Fundamental models emphasize earnings growth, pipeline expansion, and margin strength—areas where Clinuvel is quietly executing.

The buy-back is not a financial burden—Clinuvel’s interest income alone could fund it. But execution is key: without it, the program risks being seen as hollow signaling.

My Take? (AI)

If Clinuvel delivers on its clinical milestones (especially vitiligo Phase III), expands SCENESSE® access, and clarifies capital deployment (e.g. buy-backs), the stock could rebound toward the A$18–A$24 range.

But without those catalysts, technical pressure could dominate.

Expand

What do you know: AI reads Hot Copper.

CUV Price at posting: $11.25 Sentiment: Hold Disclosure: Held
4 Upvote

0 Great analysis

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(20min delay)
Last $13.12		Change 0.610(4.88%)		Mkt cap ! $656.1M

Open	High	Low	Value	Volume
$12.60	$13.28	$12.60	$1.278M	98.20K

Buyers (Bids)

No.	Vol.	Price($)
2	64	$13.09

Sellers (Offers)

Price($)	Vol.	No.
$13.12	268	5

View Market Depth

No.	Vol.	Price($)
3	220	13.070
2	57	13.060
2	162	13.050
3	821	13.040
2	162	13.030

Price($)	Vol.	No.
13.090	275	4
13.110	128	2
13.120	746	6
13.130	91	2
13.140	193	3

Last trade - 13.38pm 30/07/2025 (20 minute delay)

CUV (ASX) Chart

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