TLX 3.22% $18.01 telix pharmaceuticals limited

just chatting with self if the two main catalysts last year for...

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    just chatting with self

    if the two main catalysts last year for the falls were increase in supply - namely cap raising and china Pharma selldown

    atleast one is off the table
    TLX much healthier self-sustaining company now than last year

    apparently heaps of demand at $7.20 for cap raising last year . either they've sold, pared their holding or added in my view - so cant be too much overhanging stock

    i dont even think she needs a catalyst ... supply and demand should do it

    and since im in the teens or tweens camp ... me thinks its only a matter of timing

    a few funds building a position of few percent. someone or two wanting to go to 5% substantial with all that cash sitting on sidelines
    a realization of a better product ?

    and this time next year - im guessing (round numbers) $200m ++ cash , / ZIRCON imminent and THERAPEUTICS a stone throw away
    also a market cap they could sustain a cap raise of $300/400 million conservatively.

    (i know CB says no cap raise but he will need to build out the pipeline in time )

    in conclusion, id like to see a push to $8, a break out to double digits and then a few years steady growth like we saw from $2 to $8 in 2020/2021
    with a daily range of a dollar ??? should be good for the blood pressure . might call DR today and ramp up the pills
 
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