RE: This is Money14 Sep 2020 10:18
Thanks MrBig.
Decision Making and Mental Health will be fine either way (they can't get any worst - lol). My position is how much risk is left here?
We have a perfect storm for SNG, but a **** show for 2 'key' governments (US and UK) - I can't value this beyond (conservatively) companies usually add at 100% to costs for 40% profit. 20 million doses, P/E - 5. All very low parameters - puts us at about 2bn.
Reality is that every country in the world needs a SNG treatment now and should be stockpiling this going forward. There's discounting after year one for Covid- assuming effective vaccines. Then we have COPD, COVID mutations and future Viruses.
I see valuations posted here and to be honest you can effectively argue anywhere from 1.5-10bn upwards.....
I always caution if its too good to be true, it usually is.
Officially, SNG does not have any revenue, and is not licensed - I like most think this will come soon (probably before I finished this message :-) )
I am a novice, and smart enough to know I do not fully understand the market I'm investing in but it seems almost a lock.
So what am I missing.... What are the risks? Because in Poker terminology, we should be all-in because we have the nuts and are waiting for the river card before the dealer pushes us a massive pot!
BTW - thanks to all the posters on here.