Replies to post #329966 on Avid Bioservices Inc (CDMO)

[r622102675]

Well sooner or later they have to fund the expansion/buildout...does it make sense to call in the preferred and get a loan or do an s3 and continue to pay the dividend?...imao...r

[peregr]

All very reasonable and credible assumptions. Ronin developed a pretty thorough 5 year plan inclusive of punching the bavi ticket and the Brammer model. So much operating and financial leverage here. Lias needs to start providing some tangible results with the revenue.

If we were still diluting, we would be looking at the pink sheets or another 1:5. Thankful those days are gone.

[biopharm]

Now if mgmt can get FY 2020 rev's to $85 mil which is 85% capacity ...

I don't believe we will be able to call $85M equal to 85% capacity just because we sit at $50M abouts and they are calling it 50% capacity ...

With expansion and new customers new technologies brings larger than 2,000L reactors and being done now....they will be state of the art new style etc etc

How many grams being extracted ? ..should be interesting

Next cc analysts should be asking that exact question

Things can be done today in half the space from just 10 years ago

Avid could be sniffing near Patheon sale numbers within 3 yeas IF they have a concrete plan