i just listened to webcast as i missed the other day
i wont rehash as its all prob covered.
the one thing that does resonate is Telix today is trading at around 8 times revenues.
(leaving aside an opinion on that being high or low)
in a year or so CB says with TAM around US$4.5B, Telix could/should have revenues around "a couple billion"
so US$2B is around Au$3B and
Au$3B revenues at around 8 times = an $80 stock price
and some may say CB is usually conservative and TAM's that may understate etc ....
who wouldn't want to buy something today at $20 and have it trade $80 in a year or so, with potential Therapies coming online (tenfold in therapy vs Imaging)
clearly some as someone was selling on that flurry open Friday am
but a dollar movement today will be the difference between bid and offer in a year or so
i find a sense of calmness when i listen to him
i just listened to webcast as i missed the other dayi wont...
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Last
$20.39 |
Change
-0.580(2.77%) |
Mkt cap ! $6.824B | |||
| Open | High | Low | Value | Volume |
| $20.56 | $20.81 | $20.39 | $10.34M | 504.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1057 | $20.39 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.41 | 31 | 1 |
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| Last trade - 16.10pm 02/10/2024 (20 minute delay) ? |
| TLX (ASX) Chart |