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$23.02 telix pharmaceuticals limited

Ann: Telix Q1 2024 Revenue and Business Update, page-58

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Karcus

324 Posts.

152

18/04/24

10:36

Post #: 73402694
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Originally posted by ajostu: ↑

ASX releases after trading closes seem to be something that TLX does. In a way it's a good thing: it gives everybody a good chunk of time to digest the news, not just 20 minutes or whatever it is.

That 18% increase is more than I expected, I was expecting more like 10% as per last quarter.

Nice to get a quarterly update though I do miss the old 4Cs.

They make a point of noting that R&D will go up... so I don't expect the market to get too excited. (NPAT and dividend all they care about). Though I note that using my simplistic metric of market cap equal to 8x (annualised) earnings, they should be at 5.6b with a share price of $17.

While you can never say for sure what will kick off the share price (this ann might do it!) my guesses are:

- Zircaix approval (interesting that they date-check end-May for this, so a timeline update at least at that point?)
- Prostact white swan event (if the survival rates are as good as previous trial, and what that might imply). Needless to say, that second one is speculative, I'm just putting it out there.

Expand

Do you know approximately what the yearly RnD spend is?
less,more,same as revenue?

TLX Price at posting: $14.08 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $23.02		Change 0.240(1.05%)		Mkt cap ! $7.704B

Open	High	Low	Value	Volume
$22.76	$23.14	$22.35	$29.20M	1.289M

Buyers (Bids)

No.	Vol.	Price($)
1	210	$23.01

Sellers (Offers)

Price($)	Vol.	No.
$23.03	1000	1

View Market Depth

No.	Vol.	Price($)
1	210	23.010
2	5223	23.000
2	4694	22.990
1	3220	22.940
3	5593	22.920

Price($)	Vol.	No.
23.030	1000	1
23.130	3220	1
23.140	35	1
23.160	11892	2
23.180	1738	1

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TLX (ASX) Chart