Trading in the teens (~A$200-400M market cap) while likely generating multiple hundreds of million of annual revenue, so 1-2x P/Rev? Can you provide any comps (non distressed, two years into revenue generation) to support this? If so, I will remortgage and go long.
Trump policies, in the slim chance they would be effected in any form similar to the current proposal, will take years to come into effect imo. Sofdra’s contracts at ~US$400-450 net are for 3 years. Are you aware of an out for this? Imagine 20,000 drug manufacturers lining up for litigation against HHS/CMS, many with much deeper pockets and influence than BOT’s.
I continue to top up and watch us go from zero rev to category leader, underpinned by strong IP, first mover DTC positioning and refill rates many would dream of. Exactly where asymmetric returns are born.
BOT Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held
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