EBITDA discountingSome of the SHOBS are likely to say....just becasue Mgt says this is what future EBITDA looks like, and what a valuation expert might put on a Company, doesn't mean that is what it could or would be sold for. Very true.
I can easily argue the value could be as high as $ 6B when one factors in the following:
- convert to CAD $
- CAD market
- average of 2.5 columns (treat til EAA falls and or source of infection is under control)
- price of say $ 9000/acartridge vs $ 6250
- worldwide EAA SALES (guided diagnostic use with PMX in EVERY other country)
- >48% EBITDA split
- expanded label use
- > 50% market share on what woudl could be the New SOC (liability issues for Dr's to ignore the treatment)
- etc.
So even if I SLASHED THE VALUATION to 1/4, one still arrives at $ 1.5B
or roughly $ 5./sh
I personally hope and expect that Spectral will not sell their shareholders short, just to take the money and run. Not with BOD oversight.
What? the SHOBS want to discount the potential by 90%? becasue of this factor or that?
That's still $ 2 or a 5 or 6 bagger !!!!! (assuming FDA approval - which I presume they will argue is a longshot, and 10 years in the future)
Maybe a good idea for those that haven't already, to load up before the 90 patient bell rings.
MM