SRX sierra rutile holdings limited

Half year forecast, page-3

  1. 8,918 Posts.
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    Well done SLC4me.

    As WG said 'SRX has possibly the best, most educated, well reasoned following.', and your post is a great example of this. No one has to agree with the data, but at least we tend to put out reasoned discussion!

    The number look about right to me. I would probably go with 25% for the US, and somewhat more than your number for AsiaPac.

    Exchange rate. Consider that the numbers in last years report show the impact on last years profits. So the % increase should be applied to this years expected sales / profit in the US or Euro. I think this gives an additional $1m or so on the bottom line.

    I have a 2% increase in gross profit penciled in, as the big trials have finished recruitment and the economies of scale should be adding a little something.

    So, here are my numbers, just for fun ;-

    Dose sales > 6060
    $ sales > $115m
    EPS > 52c
    SP (if the above is about on the mark) ~$43/45.

    But you know I'm always a little optimistic when it comes to SRX
 
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