Australia's largest stock trading and investment forum Australia's #1 stock forum

TLX

Click for more information

0.27%

$18.91 telix pharmaceuticals limited

Ann: Telix 2023 Full Year Results and Investor Webcast/Call, page-127

First 127 Last

Share
Profile

Follow
flotsam222

4,740 Posts.

319

26/02/24

11:34

Post #: 72594899
Share

Originally posted by mnbvcxz12345: ↑

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

Expand

Yeah that's exactly how i see it. Same sums.

TLX Price at posting: $10.70 Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

ASX200 dives as inflation clocks in at 4% – higher than 3.8% consensus

IBG

Ironbark eyes lithium and niobium opportunities with 7 new Brazilian projects

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

PXX

Polarx discovers thick sulphide mineralisation at Alaskan Cu project

PGD

Peregrine extends high-grade gold shoot, sniffs anomalism at WA's Tin Can

There are more pages in this discussion • 4 more messages in this thread...

First 127 Last

Add TLX (ASX) to my watchlist

(20min delay)
Last $18.91		Change 0.050(0.27%)		Mkt cap ! $6.318B

Open	High	Low	Value	Volume
$18.70	$19.02	$18.65	$16.40M	870.0K

Buyers (Bids)

No.	Vol.	Price($)
1	944	$18.91

Sellers (Offers)

Price($)	Vol.	No.
$18.92	333	1

View Market Depth

No.	Vol.	Price($)
1	944	18.910
1	2083	18.860
1	2635	18.850
1	100	18.800
1	700	18.780

Price($)	Vol.	No.
18.940	3433	1
18.980	3433	1
19.000	4900	3
19.010	5030	3
19.020	1345	1

Last trade - 16.10pm 26/06/2024 (20 minute delay)

TLX (ASX) Chart