ZLD

6.36%

58.5¢ zelira therapeutics limited

Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

First 146 Last

Share
Profile

Follow
dalts66

4,336 Posts.

2023

11/12/19

20:41

Post #: 41919607
Share

Originally posted by dalts66: ↑

What is happening here is happening to the whole sector at the moment. Nothing will change until announcements give it a kick start.
I still believe ZLD has set itself up for a good future. Product, backed by trial data and IP, with an extensive distribution network.
The medical part of the cannabis sector is still really in its infancy. By having a global network, backed with IP and data, ZLD has found a point of difference.
The integration of ilera theraputics, with the extra shares causing dilution was always going to cause the SP to retrace. The market still doesnt know how to put a value on the new ZLD until announcements give it guidance.
The MC in the low 40 millions, (where it is now) after the absorbtion of an extra 100million shares already, still means there is still lots of upside movement available. The extra performance shares are all tied to revenue. That revenue will means a CR probably wont be needed.
Am thinking a SP of 25c when fully diluted (so revenue goals have been met) would give a MC of $500million. Which would give a PE of 19 if revenue of only 2.5million (the amount needed to fully dilute, so this would be worse case).
So am thinking 10c by March. 25c mid year. SP based on revenue after that (blue sky). Next year, being the transition of diluting the extra shares will start slow, but then recover.

Expand

Forgot to mention that 2.5 million revenue is for US sales only. Sales outside the US dont trigger any performance shares.

ZLD Price at posting: 5.2¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

DVP

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

MGU

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

BOE

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

NXG

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GRX

GreenX picks up prospective copper project in Germany

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

VMT

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

WGX

Westgold sets its sights on top five producer status through merger with Karora

VMS

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

There are more pages in this discussion • 16 more messages in this thread...

First 146 Last

Add ZLD (ASX) to my watchlist

(20min delay)
Last 58.5¢		Change 0.035(6.36%)		Mkt cap ! $6.638M

Open	High	Low	Value	Volume
56.0¢	58.5¢	56.0¢	$277	477

Buyers (Bids)

No.	Vol.	Price($)
1	8407	58.5¢

Sellers (Offers)

Price($)	Vol.	No.
65.0¢	52	1

View Market Depth

No.	Vol.	Price($)
1	8407	0.585
2	1976	0.580
1	1000	0.560
1	10000	0.545
1	1185	0.540

Price($)	Vol.	No.
0.650	52	1
0.700	46	1
0.720	253	1
0.730	2489	2
0.760	3933	1

Last trade - 15.31pm 02/08/2024 (20 minute delay)

ZLD (ASX) Chart

Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Zelda Granted Approval for Opioid Reduction Trial, page-146

Top Stories

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News