RAC 2.20% $1.78 race oncology ltd

Hey Mason,I think you've done a great job estimating the total...

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    Hey Mason,

    I think you've done a great job estimating the total value of the CPACs and AML opportunities. But I'm wondering your thoughts on using revenue figures alone to value an asset. Traditionally using free cash flows or even EBITDA is a more accurate way of valuing a company, as the top line doesn't really mean anything in isolation.

    Curious to other's thoughts here.

    The probability values are also anyone's guess and have a marked impact on the outcome of the valuation.

    Cheers
 
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