NEU 15.1% $16.57 neuren pharmaceuticals limited

Early days when buying in without knowing exactly what I was...

  1. 2,169 Posts.
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    Early days when buying in without knowing exactly what I was buying I thought $1 old money $20 new. Wow how a lot has changed since then!

    I have always thought Jon's valuation of the company at any given stage was in line with analysts, in particular early days with MST as they seemed to be supper conservative and in direct comms with Neu.

    Recently there was a interview with him at the stage we had pulled back from $15 back towards the $13 range perhaps lower, he noted in his interview perhaps frustration at the share price indicated should be more in line with current coverage at the time which was $25 average, this all being prior to 2591 rise and read out.

    From this I gathered Jons thoughts was Daybue worth $25 minimum in his view and can only assume add x 5 the continual reported in presentations for value for 2591 if it become succesful =$125 p/sh

    Again I feel this could be conservative as new management have been to date, feasibility studies re drug pricing for daybue, size of market etc

    I have made what I can from that not sure on others, or if market will value us in line or BP pay up to this or more.
 
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$16.57
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2.170(15.1%)
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$14.85 $16.67 $14.60 $24.77M 1.544M

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No. Vol. Price($)
1 1500 $16.52
 

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Price($) Vol. No.
$16.57 1717 1
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Last trade - 16.10pm 08/11/2024 (20 minute delay) ?
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