When I'm wrong, I own up to my bets as you can see below. Although I was wrong about my hopes for an earlier timeline than the August 2026 date the CEO originally guided on, here is where I'm ***right***. (Valuation Scenarios below Pic)
https://preview.redd.it/ft0yg22v051h1.png?width=588&format=png&auto=webp&s=701854bc16d12ee830a4d7fd26af26c21c5ece6d
There are three scenarios for value on ELTP right now
1. High end realistic range - $4.80 - 14x current PPS
This is wind behind our sails, we get max value for everything we know about today. Current revenues, current capacity in the new FDA approved facility, $27 Billion positive BE for new generic, Oxy litigation about to wrap up and ANDA approval likely next year etc. Combine these with max valuation on the Sequestox anti abuse technology and max value of a foreign buyer paying a premium for tariff mitigation.
2. My personal realistic value for buyout or uplist value (on current share count) - $2.60 - 7.25x Current PPS
This is being bought with all of the above, but not getting the high end range from a buyer. They get a good deal by buying us before our revenues continue to climb, they acquire a team that is producing $2.2 million revenue per employee and apply that execution to their current operations and it's still a value buy to a large company.
3. Full Reeegard price - .88 - 2.5x Current PPS
This price is pure regarded. It's already been this price this year, it would be discounting any future assets, growth, technology, goodwill, or unknown R&D that hasn't even been disclosed to the public yet. I honestly don't even think a buyer could get it at this price. The volume on this stock is so low that if a Buyer was going to start acquiring shares on the open market, the volume alone would push the price above 90 cents. Go back and look at what 5 million to 7 million share daily volume does to this stock.
So, although, I can put this as a low end 2.5x range, I don't even think this one could truly happen and it would end up selling in a fire sale/low end range closer to $1.30 ish.
TLDR - Even full regards can see this is selling at a discount right now. It's a free 250% at current prices in my humble opinion.
Do your own DD. Run the Discounted Cash Flows. Run Gross Revenue Multiplier/Price to Sales. Run it from a cap rate perspective. Have Ai do it for you if you don't know how (the math is pretty simple), and look for yourself at the value of it today.