LVT1 schreef op 3 november 2020 10:49:
@Globetrotter74
Bedankt voor het posten van deze link.
Ik herhaal hem nog effe!
novacytinsider.com/lennie-trium-1/Q&A with Leonard Richard of Trium Capital on Novacyt
Verplichte lectuur!!!!Kort samengevet (ikverval mss in herhaling):
- Moving Novacyt onto SETS
- There is an Operational risk, but they handled this before. “so I’m confident there and look at the speed at what they’ve achieved-to-date, it’s outstanding”
- Take over rumors. “GSK is the best fit. GSK and Novacyt already work with each other on projects. It would give GSK a strong start in infectious disease diagnostics.”
- Take over price: 35 pond of 38.5 euro. “Depends on the momentum of revenue growth, cash generation and new products, and most importantly how fast can they expand a global footprint for covid testing and Q16 and Q32 machines.”
- Holy grail!!!:Q32 toestellen en Winterplex: “
if Novacyt gets into a position with repeat revenues though rapid testing or with WinterPlex, it is the holy grail. Novacyt will re-value overnight, to something like x8 EBITDA en dan is het richting “MOON” of zou ik durven zeggen duurder dan GLPG ( en dan mogen die ook nog 50% stijgen)?