TLX 2.97% $15.05 telix pharmaceuticals limited

when i divide $175m a quarter by say, 90 days = $2m a daymakes a...

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    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.


 
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