To The Moon

The news — A repeat of the July 24 disclosure about the SEC subpoena and the Hagens Berman investigation — was simply republished, not updated with new facts. Investor reaction — Many retail investors (and some algorithmic traders) respond to headline cues without verifying the publication date or novelty of the information. Effect — Selling pressure snowballs because short-term traders see red on the chart and join the move, often creating a larger drop than is rational from a valuation standpoint. Core business — No new data suggests a change to Telix’s earnings outlook, pipeline progress, or valuation metrics. Analyst price targets remain well above the current share price. It’s the same behavioral quirk that fuels “dead cat bounces” and “overreaction gaps” — when traders overreact to a

Simply Wall Street rehashes an old article from 24 July and investors sell off. Investor behaviour can be so irrational at times, you just gotta laugh. :)

Oh shut up Muskeeto.

Telix (TLX.AX) – What Just Happened? A Quick Summary for Investors A couple of seemingly conflicting reports have dropped this week regarding Telix Pharmaceuticals, so here’s a plain-English breakdown of what’s going on, what it might mean, and where things could go from here. 🧾 The News Morningstar Cuts EBIT Forecasts (6 Aug – Reuters) Morningstar reduced its EBIT (earnings before interest and taxes) forecasts for Telix by an average of 29% over the next two years. Reason: Delays in cost efficiencies from Telix’s recent US acquisition of RLS Radiopharmacies. Operating Expenses (OPEX) for H1 FY25 are now forecast at 36% of revenue, up from 28% last year (though some investor analysis suggests last year’s figure was closer to 93%, raising questions). Despite the lowered EBIT forecasts, Morn

Telix (TLX.AX) – What Just Happened? A Quick Summary for Investors A couple of seemingly conflicting reports have dropped this week regarding Telix Pharmaceuticals, so here’s a plain-English breakdown of what’s going on, what it might mean, and where things could go from here. 🧾 The News Morningstar Cuts EBIT Forecasts (6 Aug – Reuters) Morningstar reduced its EBIT (earnings before interest and taxes) forecasts for Telix by an average of 29% over the next two years. Reason: Delays in cost efficiencies from Telix’s recent US acquisition of RLS Radiopharmacies. Operating Expenses (OPEX) for H1 FY25 are now forecast at 36% of revenue, up from 28% last year (though some investor analysis suggests last year’s figure was closer to 93%, raising questions). Despite the lowered EBIT forecasts, Morn

I emailed the author for clarification here: Dear Ms Lahiri, I hope this message finds you well. I’m writing with regard to your August 6 report on Telix Pharmaceuticals, which referenced the company’s operating expenses as 28% of revenue last year. I’ve reviewed the FY2023 audited financials, which appear to show operating expenses of approximately AUD $421 million on revenues of $457 million — an Opex-to-revenue ratio closer to 93%. Could you kindly clarify how the 28% figure was derived? Was this based on a partial-year metric (e.g., H1), adjusted operating expenses, or perhaps a specific categorisation (e.g., SG&A only)? I ask out of genuine interest, as a shareholder who closely follows Telix’s operational performance and appreciates clear context when interpreting analyst comment

📌 Market Note: Telix's 36% Expense Ratio Is a Positive Surprise — Not a Red Flag Posted: 5 August 2025 Author: Anton89 This afternoon, Telix Pharmaceuticals (ASX: TLX) announced an unaudited operating expense ratio of 36% of revenue for H1 2025, triggering a sharp share price decline of up to –21%, before recovering slightly to –15% at the time of writing. However, based on a closer look at industry norms and Telix’s financial history, this 36% figure represents a substantial improvement in operational efficiency, not a deterioration — and the market may have misread it entirely. 🧾 What Telix Reported Operating expenses (OpEx) expected to be 36% of revenue for the first half of 2025 (unaudited). This compares to ~93% OpEx-to-revenue in FY 2024 — a major improvement. 📊 What This Means (And

$TELIX PHARMACEUTICALS LTD(TLX.AU)$ 📌 Market Note: Telix's 36% Expense Ratio Is a Positive Surprise — Not a Red Flag Posted: 5 August 2025 Author: [Your Name or Handle] This afternoon, Telix Pharmaceuticals (ASX: TLX) announced an unaudited operating expense ratio of 36% of revenue for H1 2025, triggering a sharp share price decline of up to –21%, before recovering slightly to –15% at the time of writing. However, based on a closer look at industry norms and Telix’s financial history, this 36% figure represents a substantial improvement in operational efficiency, not a deterioration — and the market may have misread it entirely. 🧾 What Telix Reported Operating expenses (OpEx) expected to be 36% of revenue for the first half of 2025 (unaudited).

$46

TRUMP needs to understand that he does not understand the intricacies of economoc policy and leave Mr Powell to do his job. It's not like TRUMP would listen to Mr Powell (or any sensible person for that matter? if he tried to tell him how to be a good (or even half-decent) President!