Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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I don't think he ever errs on the side of caution. I'm sure I heard him say 1+1 is 3 at some point
You could look at Tiziana’s current valuation and Stem spin off another way of course.
Buy AccuStem now and get Tiziana shares FREE after Demerger lol.
It would be good to see his cash flow forecasts and know what discount rate he is using to value the assets he has actually valued. Another day perhaps.
At least he has forecasted the expenses burn in his Table 1. Shows how important the fund-raising was.
He also said there was nothing in that price relating to Foralumab/Brazil trials.
The investment case here gets better and better, virtually by the day. And yet, some people are still selling this morning. Nowt queerer than folk, as they say.
Morning.
It's a shame there isn't more broker coverage of TILS, I think investors would benefit from a range of views from the analyst community. At least we have Raghuram Selvaraju at HC Wainwright & Co.
In yesterday's note, Mr. Selvaraju precise words regarding the valuation of the StemPrintER spin-out were that "its valuation could be fairly reckoned at $280 million - 10% of the valuation placed upon Genomic Health at the time of its acquisition by EXACT Sciences". So he has repeated his initial estimate from the end of May.
In his last paragraph he re-iterated that his current price target of $11 per TILS ADS (compared with last night's closing price of $3.62) excludes any of his estimated value for StemPrintER.
The report is in the Investor section of the TILS website.
Which would make our current MCap even more ridiculously cheap, and would value the rest of Tiziana at MINUS -£55m.
I thought it was 280m pounds sterling rather than dollars he mentioned bit could be wrong
It looked like £280m/$330m to me if I remember rightly?
Dr Shailu gave a heads up on last nights interview regarding the valuation of StemPrintER/AccuStem.
$280m has been mentioned in the past, but not recently, so for Shailu to mention $280m for Stem again last night, that suggests that is what the independent valuations will be. When you look at the current MCap of $330m (which includes roughly $65m cash in the bank) the current MCap doesn’t even come close to valuing us correctly. We are actually $15m short of valuing the rest of the pipeline at ZERO lol.
This is ridiculously cheap for where we are!!