hey bud .. to the Point very interesting and thank you TLX...

hey bud .. to the Point

very interesting and thank you

TLX hasn't yet given specifics on Canada
and i see it as yet just another feather in their cap.

another indep auth giving its tick of Approval just lends weight (in my mind) to same in EU/ UK etc

that $45m all adds up, in fact i recall in early days, TLX doing a placement and cancelling a SPP for about that amount as share price fell below that level.

these days, by my calculations, TLX are bringing in circa $3m per day in USA, or in about 2 weeks in USA they will bring in what Canada might earn them in a year. to put things in perspective.


Money is not a problem for Telix i repeat for fun ...
L'Argent, ce n'est pas le probleme ici .... That's the Cash Cow beast that is Illuccix USA

that's why i really started to like TLX when the TAM on Illuccix was est at $500m and i was hoping TLX could achieve 30% market share. Now the TAM has blown out to US$3B or more and TLX could achieve much more than 30%

if TLX, through Illuccix USA can generate sales of $770m FY2024, (and i reckon that will be Upgraded again with the likes of Canada and Quarterly which no longer comes out) then im guessing Illuccix ex USA might double that number, say $1.5B which is why im getting really itchy on these ex USA Approvals.

i mean, EU alone is huge, Brazil opens up Latin Americas, and then China is completing bridging studies and India etc ... WOW, $1.5B Illuccix ex USA might be half the reality, and that just makes for a fun debate - NOT if its big BUT how BIG will it be ?

THEN,
If Illuccix is .. say $1.5B in revs and Zircaix USA and ex USA has potential to be even bigger, then let's just call it a $3B+ Imaging Cash Cow.

there's also the US$150m per year coming in through RLS and Pixclara and better margins form vertical integration and the IT and last but not least, is the therapy programs which the cash cows were only ever intended to self-fund those areas - so that's the real main game here to be blunt

i believe these Approvals are any day now, and hopefully today, but i wish they would get a wriggle on ....
TLX 250 Starlite Therapy also due before end of year/ any day now ???

so, I do love Canada, to their credit and TLX's ... at least they are approving or expanding labelling on products

trading wise - 4 days of tight trading closes.
i think that's a very healthy sign.
everyone's waiting ... feels to me like a spring being held down AND there's nothing wrong with Mr Market.
PME has had no trouble doubling in value and in case you've misunderstood, i think TLX is tenfold a PME

thanks for listening, maybe i just find it therapeutic for self to remind me of the rare treasure we have here