Thanks Torpy for posting that, definantly one of the best strucutred pieces of research I have read, very well written. Succinct and seemed to cover all the issue without going down the rabbit hole.
Whilst I understand the valuation methods I think in reality the market will actually value PAR alot higher than the sum of its DCF's. For example the BIO sector trades around 40x EPS consequently if we take their 2024e profit of $144,629,500 / Shares outstanding $225,900,000 we get $0.64023.. x 40 = $25.60 per share. A little less conservative but more realistic IMO..
Out of curiosity could anybody see the where the raw product cost is in the numbers ? Or does big pharma pay PAR's advertised price directly to Bene and then they would forward us the agree's percentage in which case we dont carry inventory we just receive the royalty?
Poolboy
Thanks Torpy for posting that, definantly one of the best...
-
- There are more pages in this discussion • 3,005 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PAR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.0¢ |
Change
-0.010(4.35%) |
Mkt cap ! $76.95M | |||
| Open | High | Low | Value | Volume |
| 23.5¢ | 23.5¢ | 21.5¢ | $258.8K | 1.172M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10139 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.0¢ | 6077 | 1 |
View Market Depth
| Last trade - 16.10pm 13/08/2024 (20 minute delay) ? |
| PAR (ASX) Chart |