Hi Blockbuster. Good comments and very useful.
This is an interesting story. As Morgans points out, one peer comparison is ANI Pharmaceuticals INC (see attached link) www.anipharmaceuticals.com/investors_presentations.php
They trade at 15x forecast EBITDA and 25x historical. Price up 10x since July 13 with a similar model to IDT's new strategy.
Of further interest in the $169m war chest for development, partnerships and accretive acquisitions.
I like IDT exposure to softer AUD, ageing US population with high barriers to entry.
The market wont take long to work this one out, and I think this rerating is in its infancy.
Hi Blockbuster. Good comments and very useful. This is an...
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Last
12.0¢ |
Change
0.005(4.35%) |
Mkt cap ! $51.58M | |||
| Open | High | Low | Value | Volume |
| 11.5¢ | 12.0¢ | 11.5¢ | $89.75K | 754.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 387306 | 11.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 12.5¢ | 150882 | 2 |
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| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| IDT (ASX) Chart |