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Paid Plasma Donation, page-15

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W534220

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182

04/08/20

22:06

Post #: 46303208
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Originally posted by madamswer: ↑

"as I showed on another post here recently. the fda have shortened the quarantine time for plasma by a third . allowing csl's inventory to turn over that much faster. given the money tied up in csl inventory this is a big deal that seems to have been missed by the commentariat."

The reason it has been missed by the commentariat is almost certainly because it is actually not a big deal at all.

Raw materials - of which plasma is one of several components - runs at around $1.0 bn in total:

So, even if, generously assuming that:

1. plasma represents all of that $1.0bn (which it clearly doesn't), and

2. the plasma held by CSL could be reduced by 50% (which would be no mean feat),

.... it would liberate $500m in capital.

That's equivalent to just 0.4% of the value of the company.

It's barely more than a rounding error.

.

Expand

csl turns over more than $1billion of plasma in a year. it's about the increased inventory turn that reducing the quarantine period allows.

CSL Price at posting: $283.16 Sentiment: Buy Disclosure: Held
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Last $300.90		Change -4.770(1.56%)		Mkt cap ! $145.5B

Open	High	Low	Value	Volume
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No.	Vol.	Price($)
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300.990	21	2
301.000	35	4
301.020	98	2
301.030	104	2

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