CUV

1.61%

$14.68 clinuvel pharmaceuticals limited

Also if I remember correctly from a recent monthly report from...

First 32 Last

Share
Profile

Follow
TheAnalyst007

15,805 Posts.

4083

24/06/24

18:37

Post #: 74465877
Share

Originally posted by TheAnalyst007: ↑

Regal don't disclose that sort of data. ChatGPT is often a terrible source, I wouldn't trust it. If they're shorting this we wouldn't know unless they said.

Regal are quite good when it comes to stock picking though, I highly doubt they'd be able to look at CUV at these prices and judge it to be a short. Their long/short strategy with healthcare works as you can sometimes see excessive valuations at the pre-revenue stage stabilise after the company becomes revenue generating (so I wouldn't be surprised if they initially rode this down via a short immediately after its FDA approval). You can also see companies in this space exercise pretty terrible capital management and destroy even the best tech that way, which can also create lucrative short opportunities. The probabilities here are certainly to the upside in my view, it's by far one of the highest quality companies on the ASX. If they're in this I would assume they'd be very long. However, if I find out Regal have been stupid enough to short this I will be sure to pull my money out of their funds immediately.

Not sure why we saw the little pull back at the end of the day, but it reminded me why this continues to be one of my top buys on the ASX at the moment (I'm even considering even adding it to my signature as a "2024 favourite" but I'm not sure whether it's right to have multiple favourites). This stock is being significantly ignored by the market, and the price action is completely irrational. It's a massively unloved stock yet is performing incredibly strongly fundamentally, and the near to long term outlook is incredibly exciting. It will likely be a decent wait, the market can remain irrational for a long time, but imo it'll pay off very nicely.

Expand

Also if I remember correctly from a recent monthly report from Regal, I think they've actually closed their long short healthcare fund recently and are no longer engaging in that strategy. I'll have to reread but I know the fund performance wasn't in the most recent report from them

CUV Price at posting: $15.23 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

NXG

Cost blow-out for Rook I uranium project sees share plummet for NexGen

DVP

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

BOE

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

MGU

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

VMT

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

WGX

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Is oil undervalued?

GRX

GreenX picks up prospective copper project in Germany

VMS

Venture to sniff out high-grade REE targets at Jupiter project, WA

There are more pages in this discussion • 38 more messages in this thread...

First 32 Last

Add CUV (ASX) to my watchlist

(20min delay)
Last $14.68		Change -0.240(1.61%)		Mkt cap ! $735.1M

Open	High	Low	Value	Volume
$14.75	$14.92	$14.65	$503.5K	34.18K

Buyers (Bids)

No.	Vol.	Price($)
1	448	$14.68

Sellers (Offers)

Price($)	Vol.	No.
$14.74	149	1

View Market Depth

No.	Vol.	Price($)
1	448	14.680
1	4200	14.670
3	3913	14.600
1	149	14.580
2	1069	14.560

Price($)	Vol.	No.
14.740	149	1
14.770	149	1
14.800	726	4
14.820	149	1
14.980	1000	1

Last trade - 16.10pm 02/08/2024 (20 minute delay)

CUV (ASX) Chart

Also if I remember correctly from a recent monthly report from...

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Is oil undervalued?

GreenX picks up prospective copper project in Germany

Venture to sniff out high-grade REE targets at Jupiter project, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Also if I remember correctly from a recent monthly report from...

Top Stories

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Is oil undervalued?

GreenX picks up prospective copper project in Germany

Venture to sniff out high-grade REE targets at Jupiter project, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News