RE:RE:RE:RE:Global Sepsis Deaths are double previous estimates...Accountprince wrote: ...
Your calculations are spot on. If you take the EAA at $1 EBITDA per share at 10X and a 50% discount that's $5 per share. If you look at Dialco conservatively it has to be worth $1 per share. So we should be trading at least at $6 per share. Add in our PMX for a very low $4 per share and we should be at around $10 per share. Even if you mix and match the foregoing $10 per share is not a bad number.
Second Q results tomorrow or Friday. Let's see if they correct the revenue reporting this Q or still maintain a 9 year recognition criteria. Would be nice if Spectral's achievements are visible for all to see.
I think your 10X multiplier is in the right range (and conservative)
I think a buck for Dialco is light if they get the solid entry into what will be an expected and fast growing HHD market (based on previous players and what they have paid)
I think your PMX valuation may also be a bit light, in part due to the understated top-line revenue potential, in part due to the extreme valuations that US Biotechs are commanding these days, and in part due to the strong possibility that PMX may be useful in the treatment of Covid-19 patients.
But $ 10/share for the whole enchilada will give me an acceptable ROI. lol
MM