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I’m totally convinced that this will do well long term!
Thanks to both Mark and Iglu - I think anything above £300m is wishful thinking but guess we would all settle for 25 times the current value lol - In the next 1-2 years I think £60-£80m is viable assuming no massive dilution which at 5 x times current valuation would be very helpful. GLA and let's keep grounded, including the BOD hopefully !
Jeffries International target is 8p.
I know there was one that suggested 1.5 billion and yes I know these are old articles but it’s about how big the plans were and weather we get back on that track
https://www.proactiveinvestors.co.uk/companies/news/53891/tissue-regenixs-takeover-value-may-eventually-top-us1bn-suggests-broker-63919.html
I have a few peeps blocked on this board as they can only find negative things to say about Tissue Regenix. I have attached the following valuation from 2016 below. This is was before TRX purchased CellRight and other NPD had come online. Personally I am upbeat about the business, I guess if you are not, you won't be invested short or long term. GLA genuine investors: Valuation: Sum-of-the-parts valuation of £346m
As a result of US dollar strength , we raise our SOTP DCF valuation from £325m to £346m, or 45.6p/share, using a 12.5% WACC. We value the wound care franchise at £188m, orthopaedics at £101m and the cardiac division at £37m. The current market capitalisation, which is subject to an estimated funding requirement of £15m needed to develop OrthoPure XT and XM in the US, does not reflect the full pipeline potential, which could ultimately be attractive to larger medtech companies.
Truthsearcher it was a while back 2012 I believe but that is correct 1.5b predicted future valuation ..... but who can predict anything eh?
Iglu,
With shift 2 now fully in place we can expect Q1 to be the best ever trading month for the business.
Wed 22.01.2020 RNS - Trading Update ".. we expect this second shift to reach full productivity by the end of H1 2020".
Don't expect too much this quarter.
They have already lost a week's production through system outage, and that will be problematic to claw back in practice.
Hi Bertie, yes indeed thick finger typing, thank you for correcting !
Think you're three 0's out with your calculation TruthSearcher - try 125 times.
@Iglu - I get concerned about my investment here when I read your post and you say that TRX is tipped to be worth £1.5 Billion in years to come ! Who has tipped them to be worth £1.5 Billion and what is the calculation that was used to arrive at that figure. Given you are new and have only posted on TRX my suspicions are aroused when you mention a market cap 125,000 greater than that of today in years to come...would welcome your insight and logic !
... And that's why I bought another £10k this morning. Yup, great post
Great post!
Tissue Regenix closed period ends on Saturday (1 full month after 22nd Jan Q4 announcements). If there is other news pending, the closed period could be extended. It is likely that Directors at TRX will want to buy at this all time low. Their averages are much higher. So I am expecting a window from Saturday until early March to remain open for directors to buy and also release some exciting news. MIDCAP are also highly likely to continue supporting the business going forward. Gareth Jones has significant financial experience in these negotiations and will want a WIN for the business, so I am expecting a slight tweak in the terms of the loan agreement. With shift 2 now fully in place we can expect Q1 to be the best ever trading month for the business. Now is the time to accelerate recruitment for shift 3 and also progress the kitting out of Warehouse 2. This is truly exciting times for Tissue Regenix, a company that has been tipped to be worth £1.5 billion in years to come.