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.
- Forums
- ASX - By Stock
- TLX
- Ann: Telix Q1 2024 Revenue and Business Update
Ann: Telix Q1 2024 Revenue and Business Update, page-29
-
-
- There are more pages in this discussion • 125 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
(20min delay)
|
|||||
Last
$17.72 |
Change
0.240(1.37%) |
Mkt cap ! $5.862B |
Open | High | Low | Value | Volume |
$17.83 | $17.84 | $17.43 | $6.893M | 390.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 2134 | $17.71 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$17.72 | 609 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 50 | 17.800 |
9 | 264 | 17.790 |
6 | 794 | 17.780 |
8 | 1110 | 17.770 |
5 | 636 | 17.760 |
Price($) | Vol. | No. |
---|---|---|
17.810 | 798 | 10 |
17.820 | 1626 | 9 |
17.830 | 1106 | 8 |
17.840 | 1286 | 15 |
17.850 | 566 | 6 |
Last trade - 12.57pm 09/08/2024 (20 minute delay) ? |
Featured News
TLX (ASX) Chart |