Sectors: Bio Tech
A fairly late question that thanks for any insight for future guidance.
There was a period last month where, if you held SPL shares, you could sell the shares and purchase the rights for a reasonable margin. I did this but wondered why it looked like a no lose situation to me I thought there must be something I had overlooked. Now I wish I had been more decisive. Does that situation occur at times even with MM portfolios?
Now that the trend seems to be establishing do you still see value in SPL or should I take some off the table.
Regards
Peter
Dear MM,
Thanks for all the excellent work, may you be well rewarded in the upcoming reporting season. I was wondering whether you had come across Vitrafy Life Sciences, VFY. If so, what are your thoughts following its recent capital raising? Best regards, Mark
Do you have a view on why this stock is being priced like it is going broke whilst fundamentally sound and promising outlook exists
Guys
I was wondering what your thoughts are on Anteris. I’m a VERY long suffering shareholder and I have noticed the daily volume traded on rhe NASDAQ has increased quite dramatically over the past few weeks.
Is there some way to ascertain if someone is trying build a position.
Thks
Gavan
Hi guys
I’ve traded Telix a few times over the years and putting aside the SEC issue I still think the stock has some significant upside. My question is what do you think would be a good price to repurchase the stock.
Hi Market Matters Team
Can I please have your current view on Telix. Currently trading around $10.40. Morgan Stanley have a price target $24.60.
Would you be buying?
regards
Deb
Lots of commentary naturally on CSL after their half yearly release. My question is focused on how MM views the Board and senior mgmt capabilities given that after only a few years of acquiring Vifor (a massive acquisition price play) because – surprise surprise many of Vifor patents expired and gosh – competitors were able to release competitive products quickly.
How in heck could CSL Board not be aware of either patents expiring AND the capabilities of their competitors? So – if Mgmt is seemingly this incompetent with shareholders money should not MM cut and run with existing investment?
Apologies for being so negative (I am not a shareholder)
David
Thanks for the opportunity to get specific stock insights.
I am looking at Starpharma which I have patiently held for a while and there was a change in direction in Sept that seems be consolidating more definitively today except on low volumes. It may be a very delayed response? to the most recent quarterly report which did have an optimistic tone. Should one (not specific) be more wary when the sudden increase in price is not accompanied by higher volumes? I guess this is even a question that could apply to any similar moves in share prices. NOTE I am not a chartist 🙂
CSL captured the headlines for all of the wrong reasons yesterday as they announced the abrupt departure of CEO Paul McKenzie ahead of this morning’s 1H26 results – which are pretty much in line with expectations at the headline level, but some weakness in composition and they have a lot of work to do in the 2H.
Wondering what your thoughts are on TLX.
