Another notable point
UBS target of 1.1 billion of rev and a $26 share price or approx AUD 8 billion dollar market cap is only a rev multiple of eight.
Eli Lilly trades on a multiple of 20; being 42 billion of rev and a 840 US billion market cap
Let’s say they do 1.1 billion of rev times 20 = 22 billion market cap or approx $66 a share
Even adding no growth to the 700 mil forecast, that would put us at a 14 billion $ market cap or approx $40 a share on a 20 rev multiple
Ignoring all of the other positive irons in the fire I can’t see the thesis for being short
Short Term trading, analysis and TLX noise - No investors keep out, page-529
-
- There are more pages in this discussion • 46 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 TLX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$19.93 |
Change
0.540(2.78%) |
Mkt cap ! $6.669B | |||
| Open | High | Low | Value | Volume |
| $19.49 | $20.00 | $18.97 | $53.42M | 2.706M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 601 | $19.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $19.93 | 2099 | 2 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| TLX (ASX) Chart |