- Andy's sale in Nov'25 was less than 10% of his current overall holdings
- Australia Post or even some big banks might get added to SKK client list in coming future
$Skk https://t.co/wBxkSPFjqM
$SKK
Biggest takeaway from today's session were:-
- SKK to be cash flow positive by Jun'26
- ARR would be more than 10m+ on conservative side by Jun'26 (this does not take into account any new clients and acquistion) $850k per month x 12
- Andy and Relentless will not sell shares until end of 2026 - 212 clients and transactions volume increasing at a rapid pace - contracts between 2-3 years and very sticky
$SKK https://t.co/wBxkSPFjqM
- US investors are showing interest as well - Shares might get consolidated if company has to progress with Nasdaq listing in future
@ryu_tay@asxpeasant TLX has Illucix which is currently avaibale in AUS and will be available in EU & UK, expected pricing is lower than US. NEU is also available in Canada don't know the comparable rates but I assume it is lower but NEU product (DAYBUE) is rare dieases and would expect higher prices
@asxpeasant have a look at @LGP little gem on ASX is currently valued at $45m whereas business is generating $10m per quarter and business is cashflow positive growing at over 20%-30% for last few quarters....
$DXB - Load up market is thinking short term, a couple of weeks of delay from end of Sep recruitment of 144 patients has been punished a lot can't think of a Phase 3 asset being valued so low... ๐ค