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$301.32 csl limited

Paid Plasma Donation, page-17

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05/08/20

11:10

Post #: 46313861
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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:

View attachment 2358758

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.

.

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At what price would you buy more CSL @madamswer?

CSL Price at posting: $278.20 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $301.32		Change -4.350(1.42%)		Mkt cap ! $145.5B

Open	High	Low	Value	Volume
$301.50	$305.00	$300.24	$109.9M	364.5K

Buyers (Bids)

No.	Vol.	Price($)
5	32	$301.28

Sellers (Offers)

Price($)	Vol.	No.
$301.35	22	3

View Market Depth

No.	Vol.	Price($)
2	10	301.130
3	539	301.120
1	1	301.100
1	11	301.090
4	188	301.080

Price($)	Vol.	No.
301.180	6	1
301.190	143	4
301.200	128	2
301.210	7	1
301.220	1	1

Last trade - 14.52pm 05/08/2024 (20 minute delay)

CSL (ASX) Chart