Avid Bioservices Inc (CDMO)

[westjtter]

Here is something to ponder.....how exactly do you value this company? Do you value it on what the current capacity is($100 mil) or do you value it on the future capacity of $300 mil plus or minus??

Are we therefore now fully valued, or should the share price reflect future growth/profits and capacity?

We have surpassed all of the current analysts share targets, and yet we continue to see buyers in this range. What kind of revenues(and profits) will it take to provide the boost for the next leg up after the financials are released before our next CC?

If you assume $300 mil within 18 to 24 months with a 35% margin(lets call it $100 mil) and then take a multiple of 20 or 25, the market cap should be $2 billion to $2.5 billion which would translate into $33 to $41 per share.

So assuming they do reach full capacity and fine tune their margins, we still have a fair bit of upside over the next 18 months?

On the other hand, if our current share price is a reflection of our current revenues, if we triple these, then we should triple our share price also?.....so we are looking at $60 plus per share(yes I know it seems like a pipe dream)!

What are we worth in a buyout(in the next 6 months for example)...one would think that $30 has to be in range?

So these buyers now accumulating stock in the current range....what are they thinking? a quick 30% in the short term?

Always interesting to ponder!!! lol