T.PLI - Verbatim Fur-ballsMy take on the cc,
PL seemed to shy away from further details on more contracts, but he said there is more coming.
The 10 M deal is to protect Celegene the way PLI needed protection from Hemosol, two years ago, lol?
Looking forward, lets see if volume picks up, and if the sp will close tomorrow at 0.235, now that would be nice.
Q1 should be interesting to see if PLI can deliver 3-6M in revenue, but PL stated the new building would carry up to 6 M is operational costs for the year. I think PLI will provide a positive EBITA for the Q1.
At least one more contract, a new name for NewCo, and financing at much higher level is what I'm forecasting, before Q1 financals come out, or by the AGM, lol?
Yes, I said financing, sorry, but liquidity is important when you are a public company.
Perhaps it will be a shelf perspectus with NewCo, and what would that do to the sp?
I must commend PL in trying to keep his loose lips from spilling any new beans, but it is true, in that most parterships are based on private affairs, not to be discussed in public. Very confidential is a must, lol?
Investors will be looking closely on the next 18 months revenue forecasts, and this time I think PLI is in the right place, space, and time. Much better balanced sheet, near term orders, and a heathy backlog of partnership that should really start to kick in by years out. PL did say the H2 will be stronger