Interestingly for those who have digested E&P latest report with a valuation of circa $19 (all other brokers covering NEU have valuations $25-$34) - they have a relatively bearish take on Daybue sales and have readjusted their model to demonstrate Daybue US sales never reaching $1 billion per annum in the life of their model (to 2035). They now model $500 million sales in 2026 and $750 million sales in 2033.
Despite their bearish outlook this still equates to NEU receiving approx $1.3 billion AUD by 2033 - or about $145 million AUD on average per year from now (not including the Q1 2025 windfall). This is just for US sales of Daybue for Rett Sx alone.
NEU Price at posting:
$12.74 Sentiment: Buy Disclosure: Held
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