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$20.39 telix pharmaceuticals limited

I also missed the webcast and I cannot find it on the homepage....

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MrDanielo

18 Posts.

31

25/08/24

15:32

Post #: 75362983
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Originally posted by mnbvcxz12345: ↑

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

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I also missed the webcast and I cannot find it on the homepage. Could you post the link from which you were able to watch it?

TLX Price at posting: $19.18 Sentiment: Buy Disclosure: Held
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(20min delay)
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

View Market Depth

No.	Vol.	Price($)
2	1057	20.390
1	4820	20.380
2	2000	20.350
2	17305	20.340
1	400	20.330

Price($)	Vol.	No.
20.410	31	1
20.570	6506	3
20.580	5879	3
20.610	12485	1
20.620	4820	1

Last trade - 16.10pm 02/10/2024 (20 minute delay)

TLX (ASX) Chart