the news wires report R&D blowout ...
but R&D as a percentage of sales decreased from 28% to 26% (someone clarify me if im wrong pls)
so doesn't really make sense why the stock boomed in April 2023 on higher % of sales spend on R&D
and back then everyone got excited over a $100m quarter which we were all expecting.
doesnt really matter, it will go when it goes .... this UBS report is interesting.
as far as im concerned there's $100m in cash sitting there and CB did say the imaging was merely to pay for the Therapies which is where the big money sits. so he can spend it
but reality is that Full Year finished Dec 31 and there's another $100m that's already come in the door in sales
if TLX can clock in a Billion in sales this year at 60% Gross margin , thats $600m
...... $600m minus $200m R&D is still $400m
If TLX can clock in $2 Billion in sales at 60% Gross margin , thats $1.2 Billion (current 63% and Zircaix i think he said was closer to 70%)
.... $1.2 Billion minus $200m R&D is ....
what a wonderful position to be in ... not one cash cow, but soon to be three cash cows
- Forums
- ASX - By Stock
- TLX
- Ann: Telix 2023 Full Year Results and Investor Webcast/Call
Ann: Telix 2023 Full Year Results and Investor Webcast/Call, page-123
-
-
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLX (ASX) to my watchlist
|
|||||
Last
$18.61 |
Change
0.130(0.70%) |
Mkt cap ! $6.227B |
Open | High | Low | Value | Volume |
$18.69 | $18.80 | $18.37 | $19.72M | 1.061M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 161 | $18.60 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$18.62 | 450 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 161 | 18.600 |
4 | 18044 | 18.590 |
1 | 15526 | 18.580 |
3 | 8836 | 18.570 |
1 | 14164 | 18.560 |
Price($) | Vol. | No. |
---|---|---|
18.620 | 450 | 1 |
18.630 | 728 | 1 |
18.650 | 6590 | 2 |
18.660 | 1187 | 2 |
18.670 | 1189 | 2 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
TLX (ASX) Chart |
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online