TSN 0.00% 1.0¢ the sustainable nutrition group ltd

screaming buy now , page-2

  1. 347 Posts.
    A few on this forum had raised this possibility and while I didn't anticipate GSK launching an approved generic this early, it was a risk I'd started to price in but didn't expect this level of panic.

    I have very little spare money but it went into ACL at 29c today. 30c = approx $60m market cap?

    Let's say we only capture 15% of a $400m market in the long term now. That's still $60m revenues!!! And approx 30% of that comes back to ACL as profits - we're back to a PE of 3 and on the back of VERY conservative figures IMO.

    Complete overreaction = completely oversold = opportunity IMO.
 
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