when i divide $175m a quarter by say, 90 days = $2m a day
makes a few of these acquisitions seem very easy to absorb.
every day, every week ... rain /hail - $2m coming in the front door - just phenomenal for Illuccix USA alone
and i dont know what the margin improvement is for Illuccix in buying IsoTherapeutics but if we say 6%
Illuccix sales = $750m
COGS = 66% = $490m
Illuccix sales = $750m
COGS = 60% = $450m
so that could very well be $40m added to bottom line, even if its only 3 basis points, and not 6, that still pays off the acquisition in a year.
either way, US$13M cost seems cheap. TLX own if for life
ARTMS is the jewel though i think.
Ann: Telix Q1 2024 Revenue and Business Update, page-29
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