BOT 1.39% 35.5¢ botanix pharmaceuticals ltd

Ann: Appointment of Dr Howie McKibbon as CEO, page-122

  1. 1,893 Posts.
    lightbulb Created with Sketch. 358
    not sure if $1 -$2 is realistic.

    as per the broker reports , it suggests ~ USD 1.4bn of post tax cash across the 8 year economic life.

    using an fx rate of 0.67 and a calc of the NPV for 8 years using a 5% discount rate its ~ 1.4bn AUD.

    BOT, i believe has 1.4bn SOI but on a fully diluted basis will be closer to 1.6bn.

    so for SB the max value possible would be 87.5c , according to the broker forecasts. which are likely to be ultra optimistic considering its a report intended for marketing purposes.

    if a BP came to buyout an FDA approved product they need to make money too so what type of discount do they apply to the final number and scruitny on the forecatss ?

    thats a total guess...

    if 50c was offered up , or 800mil AUD, i think BOT would accept before the offerer could finish the sentence
    id be happy with that outcome
 
watchlist Created with Sketch. Add BOT (ASX) to my watchlist
(20min delay)
Last
35.5¢
Change
-0.005(1.39%)
Mkt cap ! $642.5M
Open High Low Value Volume
36.5¢ 37.0¢ 35.0¢ $1.693M 4.721M

Buyers (Bids)

No. Vol. Price($)
2 40362 35.5¢
 

Sellers (Offers)

Price($) Vol. No.
36.0¢ 50704 1
View Market Depth
Last trade - 16.10pm 23/07/2024 (20 minute delay) ?
BOT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.