yep agree. its a quarterly game with sva. thanks mal

First 7 Last

Share
Profile

Follow
vic_wattle

1,685 Posts.

11

06/10/14

22:17

Post #: 14082897
Share

Originally posted by mw03 ↑

The Lorien contract is certainly a good start. The actual amount SVA will receive I think will be quite low. The interesting feature about Lorien was that it was already a Medline customer.

Broker figures are rarely correct. They do sometimes have access to additional data and are prepared to talk to the researched company's partners in order to get a clearer picture of the potential. Edison's DCF valuation of $107m gives a share price of ~$1.46. There must be some very good numbers down the track a bit. They need to expand their spreadsheet in the report to cover another 5 or so years.

Edison also used a A$1.08 : US$1 whereas it is now A$1.15 to the US$ and (apparently) with further to fall.

My holding in SVA is quite low at 1.8% of my share investment account. It is not on the MLC list of allowed shares for my super. I am comfortable with this level of exposure and prepared to let it sit. There is always the possibility of a takeover from Medline.

I have 2 other companies in similar situations - NAN and IPD. Both are a bit more advanced and with enough cash to keep them happy.

The SVA 1st Qtr report will be interesting and if excellent, I will certainly add to my holding. But I think it will probably take until the 2nd Qtr before we can get some idea of the potential of SVA.

Expand

yep agree. its a quarterly game with sva. thanks mal

SVA Price at posting: 54.0¢ Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

ADD

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

HotCopper Highlights: Your most watched stocks for Week 48, 2024

RSG

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

First 7 Last

Add SVA (ASX) to my watchlist

yep agree. its a quarterly game with sva. thanks mal

Top Stories

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

HotCopper Highlights: Your most watched stocks for Week 48, 2024

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

Featured News