AJK,
I’m hearing you. But I’m also hearing Jon Pilcher.
“the next 5 months will be bigger than the last 2 years for NEU”
“ if you are looking at a comparable company for valuation of NEU , look at the Raeta deal, $7.3bn USD”
The FDA meeting has a big bearing on the valuation of NEU. From a DCF basis and a risk analysis also. I’m very comfortable that the outcome will be very favourable.
What I don’t know but Jon does, is how many BP are taking a close interest in NEU. And what are they looking for before launching any bids to buy or partner with NEU.
Is it even possible for NEU to plot a forward looking strategy without having a good understanding of what the current valuation is and what is the likely uplift in valuation at each upcoming milestone along the development pathway.
The appointment of a corporate advisor signals they are at least fielding inquiries from interested parties.
The overriding concern for holders, is not to be sitting if a takeover offer hits the deck. There won’t be any earning. If an offer was lobbed over the fence prior to trading next Monday , NEU would open at the price of the offer. As has been suggest 150% is probably a starting offer, that will have NEU trading at ~$23.
It could escalate quickly from there. The sharks will pile on very quickly.
We just won’t know till hindsight kicks in.?
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Last
$15.57 |
Change
-0.040(0.26%) |
Mkt cap ! $1.990B |
Open | High | Low | Value | Volume |
$15.83 | $15.87 | $15.20 | $8.124M | 524.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 64 | $15.49 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$15.58 | 597 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 64 | 15.490 |
2 | 1474 | 15.480 |
1 | 8454 | 15.460 |
1 | 1808 | 15.440 |
2 | 2028 | 15.400 |
Price($) | Vol. | No. |
---|---|---|
15.580 | 597 | 1 |
15.590 | 1867 | 2 |
15.600 | 602 | 2 |
15.610 | 506 | 1 |
15.620 | 1108 | 1 |
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