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Ascendis Health Ltd. – JSE:ASC


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#21 LarryK

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Posted 12 October 2021 - 12:23 PM

Run up is slow but at least slight improvement.

Let’s hope this will continue
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#22 Billions

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Posted 08 October 2021 - 06:52 AM

Imo....I am uncertain if the market will react to 164 evaluation... especilay if not done by a 3rd party...i still believe share will only move should there be a takeover bid.. an official one with offer price.i am happy to be wrong. I am in the ornage on this share and some crazey volumes being traded... something is in play.. i shall hold a few months more
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#23 Investment novice

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Posted 06 October 2021 - 01:18 PM

S164 dissenting shareholders will be able to get the company precare share evaluation...may be 0...and postcap valuation....this could be r1plus or r2.....thoughts....this may set floor and expectations
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#24 Investment novice

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Posted 05 October 2021 - 01:54 PM

I’m happy to wait it out…

I’ve written my investment in this share off so what a nice payday it will be. I’ve changed my personal target to around R2.00.

Good luck folks!



This has been a painful wait but we will make some money . 5m shares traded. 3m bt. MiC are out
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#25 Billions

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Posted 05 October 2021 - 06:15 AM


R2.50 is it fair- we still have no idea how to value the dossiers and whether it was accounted for correctly . Could the farmilida dossiers be worth r500m. Recall usa company paid 50m usd in shares just for access and licence to sell liquad viagra ...

We expecting a few more sens and this share to be trade under cautionary. Also there were 4m dissenting shateholders who have instructed company on dissent and executed a section 164 which compels that they get paid out at fair value for shares....this potentially forces a new floor when company issues a sens on its own share valuation....potentially....also sets floor for company looking to acquire asc assets...

Asc is sitting duck for a takeover..as many retail will sell at r1...but to your point we can wait out r2.50 knowing fully well that the acquirer gets the prize dossiers with all the assets



Was unaware that the dossiers could be sold seperate. I misunderstood this to be rights to sell these products in za, did not realise they could sell this rights off.. 100% on the retailers selling out at lower values... It is deffinatley a waiting game...well i guess another 30 odd days for the section 164 information so more waiting...
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#26 LarryK

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Posted 05 October 2021 - 05:41 AM

I’m happy to wait it out…

I’ve written my investment in this share off so what a nice payday it will be. I’ve changed my personal target to around R2.00.

Good luck folks!
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#27 Investment novice

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Posted 05 October 2021 - 05:33 AM

Finaly vote day...i get to roughly +-R2.50 as fair value..... but that maybe far from what market sees as often the case 🤔... still delisting or buyout possible once liquidation is off the table... fingers crossed.



R2.50 is it fair- we still have no idea how to value the dossiers and whether it was accounted for correctly . Could the farmilida dossiers be worth r500m. Recall usa company paid 50m usd in shares just for access and licence to sell liquad viagra ...

We expecting a few more sens and this share to be trade under cautionary. Also there were 4m dissenting shateholders who have instructed company on dissent and executed a section 164 which compels that they get paid out at fair value for shares....this potentially forces a new floor when company issues a sens on its own share valuation....potentially....also sets floor for company looking to acquire asc assets...

Asc is sitting duck for a takeover..as many retail will sell at r1...but to your point we can wait out r2.50 knowing fully well that the acquirer gets the prize dossiers with all the assets
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#28 Billions

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Posted 04 October 2021 - 10:49 AM

Yep... we await market to get sens and react... give it a day or two i recon.

Or not react... lol.. i have held this for a long time.. a few monrhs more if fine... i recon
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#29 Billions

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Posted 04 October 2021 - 10:36 AM

Yep... we await market to get sens and react... give it a day or two i recon.
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#30 Tolly12

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Posted 04 October 2021 - 10:11 AM

Big support, about 98% in favour.

 

Recapitalization done!


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#31 Billions

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Posted 04 October 2021 - 08:26 AM

Finaly vote day...i get to roughly +-R2.50 as fair value..... but that maybe far from what market sees as often the case 🤔... still delisting or buyout possible once liquidation is off the table... fingers crossed.
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#32 Daytrader01

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Posted 02 October 2021 - 06:26 PM

What will be a fare share price value for the new ASC 2.0
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#33 Sleepwa123

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Posted 02 October 2021 - 11:38 AM

Looking forward to an exciting week ahead for this share. Hopeful of a R2 per share price when all is said and done.

Is anyone voting on Monday or have you submitted your proxy form?
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#34 Tolly12

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Posted 01 October 2021 - 09:01 AM

So after all the numbers we have seen in the last weeks, if on monday YES will win, Ascendis 2.0 will be a company (from FY22), with about 12-14 Mil Euro as EBITDA and 28-35 Mil Euro as total debt (depending on asset sales performance).

Again, we are currently trading at 1,5 times prespective Ebitda. Normally we know this parameter is at 6-7 time as minimum.

 

Let's wait monday for the most important and fundamental milestone.


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#35 Billions

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Posted 30 September 2021 - 11:54 AM

Yeah agree 100%. Once monday is done and provided its a yes vote which i think it is likely, i will be at ease. This was by far the most informative sens that i have seen from them in 19 months....if vote is yes then we hold a little more longer to get bought over at a resonable value i would think... what a exhausting share
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#36 Tolly12

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Posted 30 September 2021 - 10:19 AM

Thanks Tolly12,

 

It is now also available here: https://www.moneyweb...dium=Indicators

 

Really hope on monday YES will vote. Seems there will be a nice future on that case. Only way to recover part of shares value.

But we cannot take it for granted, there will be uncertainty till monday afternoon. 


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#37 JR7800

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Posted 30 September 2021 - 09:58 AM

If you connect with the live webcast you can download the document

 

Thanks Tolly12,

 

It is now also available here: https://www.moneyweb...dium=Indicators


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#38 Tolly12

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Posted 30 September 2021 - 09:38 AM

 

2. RELEASE OF ANNUAL RESULTS – 30 SEPTEMBER 2021
The group’s annual results will be released on SENS at 08:00 on Thursday, 30 September 2021.
Management will be presenting the results at 10:00 on the day via a live webcast which will be accessible
 
I am looking but I don't see it?
 
Anyone maybe have a link to the Sens for the annual results?

 

 

If you connect with the live webcast you can download the document


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#39 JR7800

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Posted 30 September 2021 - 09:11 AM

2. RELEASE OF ANNUAL RESULTS – 30 SEPTEMBER 2021
The group’s annual results will be released on SENS at 08:00 on Thursday, 30 September 2021.
Management will be presenting the results at 10:00 on the day via a live webcast which will be accessible
 
I am looking but I don't see it?
 
Anyone maybe have a link to the Sens for the annual results?

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#40 Bushmanbob

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Posted 22 September 2021 - 01:10 PM

Thanks for sharing this.  A very interesting perspective indeed.


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