R--E--L--A--X !!! This is one of the best CCs I
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Posted On: 05/06/2021 3:08:31 PM
R--E--L--A--X !!!
This is one of the best CCs I've heard in a long time.
I originally began investigating and investing in GNBT back in '19 so I'm a relative plebe. My initial interest was in the plethora of diamond like subsidiaries. The diversification was a big selling point as they weren't putting all their eggs in one basket and the eggs they did have all looked like doubles and triples.
My concern last year was going all in on the vaccine and becoming a one trick pony. Vaccine was a long shot and hey if it worked bam instant 20 billion company but if it didn't instant destruction, bankruptcy and death of company.
I can't tell you how relieved i am to hear growth projections and sales. Correct me if I'm wrong but it sounds like they have a monopoly on the VA . On Excellagen alone just the VA is going to be providing $40m in rev in 2 years.
JUST THE VA ON JUST EXCELLAGIN
Assuming a PE ratio of 20 that single product to that singled customer alone values GNBT at $5.
Is it too much to ask that in 3 years with build out of Excellagen, the health network and diabetes treatment they are at $100m in earnings. I think that's pretty conservative considering a base of $30m next year.... $12.50 pps on $100m /120m shares at PE of 15
I hadn't picked up shares in a couple of months because it seemed like it was a long shot for the vaccine and it was an all or nothing proposition.
I ACTUALLY DONT EVEN CARE ABOUT THE VACCINE ANYMORE.
IPO IS NICE BUT IS IT EVEN NECESSARY?
It seems we have come out on the other side and are going to SURVIVE..
I'm happy to start accumulating shares again at a massive discount and hold for 2 or 3 years.
Just my 2 cents...
This is one of the best CCs I've heard in a long time.
I originally began investigating and investing in GNBT back in '19 so I'm a relative plebe. My initial interest was in the plethora of diamond like subsidiaries. The diversification was a big selling point as they weren't putting all their eggs in one basket and the eggs they did have all looked like doubles and triples.
My concern last year was going all in on the vaccine and becoming a one trick pony. Vaccine was a long shot and hey if it worked bam instant 20 billion company but if it didn't instant destruction, bankruptcy and death of company.
I can't tell you how relieved i am to hear growth projections and sales. Correct me if I'm wrong but it sounds like they have a monopoly on the VA . On Excellagen alone just the VA is going to be providing $40m in rev in 2 years.
JUST THE VA ON JUST EXCELLAGIN
Assuming a PE ratio of 20 that single product to that singled customer alone values GNBT at $5.
Is it too much to ask that in 3 years with build out of Excellagen, the health network and diabetes treatment they are at $100m in earnings. I think that's pretty conservative considering a base of $30m next year.... $12.50 pps on $100m /120m shares at PE of 15
I hadn't picked up shares in a couple of months because it seemed like it was a long shot for the vaccine and it was an all or nothing proposition.
I ACTUALLY DONT EVEN CARE ABOUT THE VACCINE ANYMORE.
IPO IS NICE BUT IS IT EVEN NECESSARY?
It seems we have come out on the other side and are going to SURVIVE..
I'm happy to start accumulating shares again at a massive discount and hold for 2 or 3 years.
Just my 2 cents...
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