i.e I have no idea why oberwise hasn't done their homework on this one.
I personally am happy with the price sitting here and will load up as the year progresses and we move towards the $4 eps runrate that will come with the opening of the new facilities.
Has anyone come across a summary of weekly script numbers so one can compare the q4 to curent quarterly numbers. This would be extremely helpful in coming up with an estimate.
in england and canada, US and I suspect most every european country. Those in candad have family in India and they are always going back and forth visiting, plus they are very well organized and are overly representated in the medical pharmacy communtiy. Needless to say you can't sell the pills on street corners but I wonder, given the money that can be made, how easy it would be to get them into pharmacies or into the distribution network with the appropriate paperwork on a black market basis. OR is this an overblown concern.
and trying to translate into run rate rev going forward, given the expected discount rate and given a script is for 30 days, what is the rev per script that is being assumed by those with expertise in the area?
Thanks in advance.
Throw in the fact that US continued agressive ramp up, and even taking into account an aditional 30% discount from 2014's levels, I can't see how we aren't hitting $3.50 plus EPS on a quarterly basis by the end of the year.
Given that the population of non US high income countries with national health plans agreeing to pay in the 50 grand range exceeds the US, I have no idea why the rest of the world rev run rate won't be equal to the US in the coming quarters as orders begin to ramp up.
Even if it was $3 and with a piddly 5 PE the stock is a double. And the kicker is there is no chance of fraud for reasons I have gone over time and time again. Who cares if the stock price sits here for the rest of the year.
Should be a triple not a double, as of course $15 is 3 times current share price.
Good. Any nonsensical short attack that brings the price down is more than welcome as it will allow one to accumulate shares at a cheaper price.
There will be no share buy back, as they need every cent to finance the new plant and provide working capital once the ramp up of the new plant takes place. You should sell now if you don't realize this.
while their op expense was low, at $9.36 a barrel, their figggin G and A came to 31.6 mill or $14.56 a barrel.
What is with this management. Float conv debt at 13% which is both expensive and dillutive, and then, hey, we will buy back shares while paying 13% interest to do it. Why don't they cut SG expenses by half and use that to buy back shares.
riskier assetts up for sale conservative in nature? Because if indeed the tangible book is a very realistic value of financial assets then the $5 plus in annual income- div will raise the tangible book. Thus this sets up a great investment opportunity with bullish call spreads out about 9 months that produce 50% gains as long as stock increased 5 a year.
of their production and therefor an increase in the price of ziinc will have no positive effect on that portion of their production.
As someone looking for the best pure plays on zinc, I would like to know how much of their output they produce form start to finish, vs how much they purchase on the secondary market.
Thanks in advance.
i.e I love the fundlementals of zinc and look for it to go to the 1.70- 2 lb range.