Replies to post #232544 on Avid Bioservices Inc (CDMO)

[itsabouttime]

CFU I like your math better.



.....what if we only issue 175M OS as the proxy states - issuing a total of 505M OS
and reach a potential 10B market cap vs partnering and keeping OS at 325M but only reaching a 5B market cap since the partner took 50%
5000/325 = $15.38 with partner vs 10000/505 = $19.80 without a partner

[realist1]

Yes CFH, obviously you can use whatever numbers you want as can anyone.
It's all a matter of relative growth rates.

Growth in shares Vs. growth in market cap potential.

If share count growth rate is faster than market cap growth rate potential then they should deal part of Bavi.
If market cap growth rate potential is faster than share count growth then the opposite is true.

My personal opinion is that the $10 billion market cap potential is not a good number to use as it's too many years away (if ever).