持有ABSI是基于其待决的特许权诉讼;有利的审判结果支持上行空间(可能带来数倍回报),若败诉则有特许权现金流提供下行保护。
逐段跳播
例如,Anaptist Biosciences是我持有的一只股票,他们基本上最近将他们的开发资产与特许权使用费流分离。
So like there's for example um Anaptist Biosciences is a stock I own where they you know basically re recently they separated their development assets from a royalty stream.
所以很多人因为开发资产而持有该股。那些开发资产不再存在。那些因为开发资产而持有的人,大概会卖出。然后你有一个特许权使用费流,还有围绕特许权使用费流的诉讼。
So a lot of people own the stock for development assets. Those development assets are no longer there. Um you know the people that own the owned it for the development assets presumably they sell. Then you have a royalty stream and then there's litigation around the royalty stream.
今天的业务与一年前完全不同,而且完全,嗯,不完全,有真实的上行案例与一个待定的事件相关,该事件应在今年年底前结束,独立于伊朗、油价和利率。
The business is entirely different today than it was a year ago and it is entirely well not entirely it is there are real upside cases tied to an event that is pending and that should be concluded by the end of this year independent of you know Iran and oil prices and interest rates.
审判已经完成,我对审判的解读非常有利,我们将看看会发生什么。但现在我们只是在等待。在糟糕的情况下,仍有与特许权使用费流相关的未来现金流。你可以随意估值这些现金流,并得出一些下行保护。
Um you know the the trial is complete the I my my read on the trial is very favorable and we'll see what happens. But you know for now we're just kind of waiting to see. In a bad in a bad scenario though, there's still future cash flows tied to royalty stream. You can value those cash flows however you choose and come up with some downside protection.
在好的审判结果下,理论上有多倍股的潜力,取决于审判结果有多好。
And in a a good trial outcome, um you know, there's there's in theory there's multi-bagger potential depending on how how good the trial outcome could be.
他说在等什么
这个频道对 $ABSI 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。