PTD unknown

fustrating This stock is so full of potential that is not being...

  1. 654 Posts.
    fustrating This stock is so full of potential that is not being priced into the share price. Seems to have been the pattern for many years now.

    The current price seems to factor in no more than the expected royalty receipts over the next 4 years until the income generating patents expire. I guess that is a reasonable basis of valuation BUT...,.

    *No pricing for the future revenues from the animal health products
    *No pricing for the potential from the Domantis holding. Some analysts have valued this at at least $3 per PTD share based on aquisition prices paid for similar companies by the big pharmas.
    *No pricing of the aquisitions that PTD is making and will be making (according to their announcements)

    It seems the Australian investment community is very unsophisticated when it comes to putting a price on potential. That's reasonable when you think that nothing beats cash in the bank, but other markets seem to pay a premium for what "might be" more than cautious Aussies.

    I wonder if the value in PTD could be better unlocked if they considered listing on the NASDEQ for example?
 
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