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QLT INC T.QLT

"QLT Inc is a biotechnology company conducts development and commercialization of ocular products that address the unmet medical needs of patients and clinicians."


TSX:QLT - Post by User

Bullboard Posts
Comment by sometoaston Oct 06, 2009 1:05am
339 Views
Post# 16364997

RE: RE: Corrected earnings estimates

RE: RE: Corrected earnings estimatesMy point is that a few years ago they had a ton of cash (over $800 million) and they blew it.  Just look at today's market cap of $200 million if you want proof that they blew it big time.

You are guessing that the street should be giving a company with $400 million in cash, a market cap of of at least $400 million.  However, I think the street is quite skeptical that they won't blow it again and as such, we get a market cap of only a fraction of the cash as the market cap. 

It is sort of like if Bernie Madoff got out of prison and re-started an investment company.  He did a very bad thing and burned a lot of investors and the street would remember.  Same with QLT.  They did a very bad thing and burned a lot of investors and now (I think) the street is remembering that they have a poor track record of doing the right thing with a ton of cash.

With all that said, I hope they get it right this time.

Bullboard Posts