Fully agree Will, here are the Starmine ratings (provided by Thomson Reuters - all the brokers use these for their quant analysis) -they rate ACR as 98 / 100, which is rock solid.
There's not a lot of risk to the Div or Earnings as axiron sales are reported for 3/4 quarters and we have seen gross weekly sales increased over previous year for about 8 or 9 weeks in the quarter. I think the numbers lag somewhat over what has been reported in weekly sales and in extrapolating royalties, so E could be better.
Slogger, yes the could conceptually slash the dividend and decimate the SP, but how likely is that to happen??
My thoughts are not whether they reach 80c or not through the results, it is where the price ends up ? - In an environment of ZERO government yield and with a USD gross dividend of 10%, i expect the run could be strong....
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 Column 12 Column 13 0 ACR Acrux Ltd Last Updated Price - 1 08/07/2016 75c 2 SECTOR Healthcare Mkt Cap $126m 3 ACTIVITY Pharmaceuticals Headquarters: VICTORIA 4 STARMINERANKING100 = Best Rankings are relative to all other stocks in Australia COMBINED FACTOR RANKING 98 5 Earnings Quality 94 Credit Ranking 36 Relative value 90 Trend - Short 23 6 Value Momentum 96 Trend of Forecasts 86 Insto interest 100 Trend - Medium 80 7 Price Momentum 33 Intrinsic Value - Est Surprise 3.80% Trend - Long 54 8 ACR FY-2 FY-1 FY0 FY1 FY2 FY3 FY4 ROE Now 33.50% ROA 44% 9 ROE 13.90% 64.50% 26.90% 33.50% 29.70% 24.90% 28.40% Average ROE 33.70% NTA 24c 10 EPS 4.2c 17.3c 6.7c 8.7c 8.1c 7.1c 9.0c PE 8.7x Ave PE 19.4x 11 EPS GROWTH -5% 312% -61% 29% -7% -13% 28% Yield 12.40% High 79.9x 12 PE 79.9x 6.0x 12.7x 8.7x 9.3x 10.6x 8.3x Gross Yield 17.80% Low 6.0x 13 DIVIDEND 8.0c 20.0c 7.1c 9.33c 9.3c 6.5c 7.0c Franking 100% Gearing 14 YIELD 2.40% 8.00% 7.10% 12.40% 12.40% 8.70% 9.30% Payout Ratio 114% 0% 15 GROSS YIELD 3.40% 11.40% 10.10% 17.80% 17.80% 12.40% 13.30% Div Cover 0.9x Debt $m 16 DIV GROWTH 150% -65% 31% 0% -30% 8% Price to Book 24c -23m 17 DIV COVER 0.6x 0.9x 0.9x 0.9x 0.9x 1.1x 1.3x Cash $m 18 PAYOUT RATIO 182% 116% 106% 108% 115% 92% 78% 19m 19 Strong Buys 1 Mean price target 77c Ex Date 18/08/2015 Price 1M 6M 1 Year 5 Year 20 Buys Price v target -2.00% Dividend Final 6.0c -4% -1% -13% -81% 21 Holds 1 Intrinsic value - Franking 100% 52 Week High 102c 24/07/2015 Beta 22 Sells Price v IV - Est. Results 17/08/2016 52 Week Low 57c 01/10/2015 1.1 23 Strong Sells 1 Price target high 79c Next Results Interim From Year high -26% Volatility 24 Average - HOLD Price Target Low 74c Est. Next ExDiv 16/02/2016 From Year low 33% 43.10% 25 NULL or "-" = no data Source: Thomson Reuters 26 BUSINESS http://www.acrux.com.au/irm/content/default.aspx [/url] Listed: ######## YE 30/06/2016
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