TLX telix pharmaceuticals limited

Telix ASX TLX Breaking News & Current Commentary, page-96

  1. 3,232 Posts.
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    Yeah, reminds me a lot of Afterpay- very aggressive and capable management, game changing/revolutionary product, going hard at it to establish and expand market acceptance and grow market share.

    It’s really just the beginning of the ride here, and I personally want to be around as the trials get (hopefully) ticked off and new products launched into the market. I want to be around for the Nasdaq listing and I definitely want to be around when the inevitable takeover offer arrives because I actually have no idea what price would justify a fair transaction at this point. I don’t think any investors would be happy with a 100% premium to the current share price.

    Anyway, like you, I’m happy to keep accumulating and I’ll try to do it after decent sell-offs. The company is considerably derisked because of the success of Illucix and management is of the highest calibre imo.

    It’s going to be an interesting week with a heap of data coming out of the US which will determine what happens in the interest rate markets and this will affect the equity market’s appetite for risk. I think the Fed will keep dropping interest rates and this will be positive for growth stocks more generally.

 
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