Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Good speculation imac1, guess we will know in the next couple of weeks. Duncan said endQ3/early Oct, so hopefully by say 7/10 latest. BE helpful if market sentiment is not generally negative at the time, remaining positive for £4 on Blautix result.
and more 463 shares
£5200 invested
bought more 3038 shares
If that's the case then consider yourself lucky being in bioresearch (or mining) - relative safe heaven(s) comparing to other industries.
TREE SHAKE
MMS FILLING ORDERS
BUY MORE
Bobd29 its really all about how good these results are for Blautix! If very good then I can see plenty of people offering terms for a licensing deal. Our percentage cut could therefore increase nicely if we have a few Big Pharmas all wanting a bit of the action. 10%-50% who knows lets say 25% but use a higher PE of 40 then we are still talking big big numbers.
Then this is how our valuation could look Blautix takes 10% market share Big Pharma makes $200M we see 25% so $50M
-$50M per year from Blautix on a PE of 40 = 50M x 40 = £2B (Gross Profit)
lets say we see $1.5B (Net Profit) convert (USD - GBP) = £1.25B
Company Shares in issue 131M
So 1.25 B/131M = £9.54
LOCKDOWN 2 IS PUSING DOWN SP
BJ ON SKY NEWS
4D WILL FLY
the whole market is red.... this will pickup tomorrow- hopefully.
i am not expecting miracles today. The dreaded 2nd wave in truly under way.
looks like the wider market kicking is holding us back somewhat, FTSE down 3%.
MORNing imac1, I understood 4D we’re in favour of a licensing deal with regard to IBS. If so presumably there would be an upfront payment from big pharma who would then take through to P3 and 4D would receive a % of sales after approval. Cant see this being as high as 50%, probably 20%?. EIther way the effect on the sp would be dramatic, still leaning toward £4 on good P2 results, rising on news of a strong partnership deal.
Boom exactly my point that is only one product at a guesstimate future earnings.
So much too come from this company we either JV and make huge money or the big boys go into a bidding war for us either way the SP will be many multiples of the current levels.
Valuation is impossible at this stage. Too much to come from this company yet. My new favourable phrase: neurons regeneration...just imagine!
So everyone here is some food for thought.
If Blautix goes on to be a success and takes just 10% of the $2B IBS market then it would be pulling in $200M per year and is valued at a very conservative PE of 30 (pharma PE is 60 on average this year so far) that is circa $6B before taxes deductions etc.. so lets say we see 50% of this and our Big Pharma partner takes the other 50%.
Then this is how our valuation could look
-$100M per year from Blautix on a PE of 30 = 100M x 30 = £3B (Gross Profit)
lets say we see $2.5B (Net Profit) convert (USD - GBP) = £2.09B
Company Shares in issue 131M
So 2.09B/131M = £15.95
That is with just 10% of the market share the mind boggles if we increase that %.
So this is why myself and others keep saying £1B valuation at least on successful IBS trials the real value will come after Phase III but a large proportion of value will be factored into the SP on successful Phase II. Also please remember this is just for our Blautix therapeutic we still have results for our Covid Therapeutic MRx-4DP0004 too come in Q4 and are currently recruiting for our Phase III trial of our Cancer Therapeutic MRx0518 in conjunction with Merck. All on top of our amazing productive discovery platform MicroRx.
The future is bright here so anyone telling us to stop day dreaming of £5,10,15 please go work your numbers again.