RE: 8M COVID tests per month production available to market in four weeks28 Apr 2020 10:19
Courtesy of GLR1990 on AVCT
I've borrowed it for information purposes and credit to him/her for a fantastic post
Apply the same to GDR and look at our current MCAP
Said it before and I'll say it again
We are looking at a trillion dollar market
- US Govt alone to spend $15 billion per month
- China already spending billions
- Japan, India, UK, Germany, Russia, Indonesia, Brazil, France, Mexico, Italy etc. will all spend large amounts on testing (these are the countries with the highest GDP behind the USA)
We are looking IMO at least at $100 billion dollar per month industry, on testing alone, likely spent by governments
The public use/purchases could take that figure even higher
Why I have been calling this a trillion dollar market, and at even £1 per test, 10% royalty and 1% of the market, Cytiva would make $10 billion / 100 x 10 = $1 billion dollars in cash flow to AVCT, even if we operated at 50% margin, the cash generated would be 2.5x higher than our current market cap
You can slice it down as far as you want and the forecasted cash flow is insane