PNV 1.91% $2.05 polynovo limited

Hamilton66,Excellent points and I agree wholeheartedly.We didn't...

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    Hamilton66,

    Excellent points and I agree wholeheartedly.

    We didn't break through $8 million, we smashed it, at nearly $9 million.

    Validation of US sales team build strategy, as well as continuing amazing strength in ROW. We probably did not need the last CR after all!

    With Indian and Barda surprises possibly imminent, I see this as more valuable than back in January. Interest rates have seemingly peaked globally, with a focus at least in US and UK on rate cuts now.

    Macquarie's valuation @ $2.70 feels about right to me. However, imho, they are now significantly under-cooking revenue in FY24 @ 96.9 and FY25 @ 131.9.

    Which means we should report a very strong maiden NPAT this year, and as others have remarked, NPAT growth may well explode thereafter.

    Global institutions soon will not be able to resist this story. However, PNV is a prime take-over candidate imo right now, given recent validations.
 
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