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Thread: Csl

  1. #1
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    Default Csl

    Couldn't find a CSL thread.

    Took a position in CSL on open this morning. I have been considering an investment/trade in CSL for sometime. A recent report from UBS suggests that CSL will receive government funds to develop a vaccine for the swine flu (which apparently only takes around 4-6 weeks?) and then will have to ramp up production of the vaccine.

    Also CSL has already raised the funds to pay for its Telecris acqusition which I expect will get approved eventually.

    The TA experts may also think the close above $33 was a short term positive.

    If the market tanks on economic and flu concerns CSL may show its defensive properties again.

  2. #2
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    Been holding CSL for over a month now...going nowhere fast, that's for sure.

    I don't think flu vaccines are a big contributor to CSLs bottom line. One of their bio specialists was interviewed on ABC radio yesterday. She said that they would wait for the Government to give the nod to develop the new vaccine, and would probably mean production of the regular vaccine would be suspended to make room for the new one.

    Can't see this Swine Flu being too pivotal to CSL's fortunes I'm afraid.
    Last edited by Huang Chung; 29-04-2009 at 08:55 PM.

  3. #3
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    Quote Originally Posted by Huang Chung View Post
    Been holding CSL for over a month now...going nowhere fast, that's for sure.

    I don't think flu vaccines are a big contributor to CSLs bottom line. One of their bio specialists was interviewed on ABC radio yesterday. She said that they would wait for the Government to give the nod to develop the new vaccine, and would probably mean production of the regular vaccine would be suspended to make room for the new one.

    Can't see this Swine Flu being too pivotal to CSL's fortunes I'm afraid.
    I know the flu vaccine isn't a big profit maker HC, but more thinking about a positive sentiment on the stock. CSL appears to have been struggling recently inline with the performance of the US Healthcare sector. US Healthcare sector has picked up a bit following swine flu and that may be the trigger required to get CSL moving again.

    The big positive will obviously be approval of the Telecris acqusition, if it happens.

  4. #4
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    Great result out today. Price is taking off and looks to be coming out of a year long slump.
    Quality stock at a good price

  5. #5
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    Hows this for a bullish article

    CSL breaks ranks with the bears
    ELI GREENBLAT
    February 17, 2010 - 11:49AM

    Be the first to comment

    If CSL is feeling the strain of uncertain economic times and tightening credit markets, it's not showing it.

    While Australian chief executives and directors are peppering their earnings guidance comments with terms such as ''cautiously optimistic'', or in many cases not providing any guidance at all, CSL has thumped on the table another solid profit result as well as an upbeat assessment of the year ahead.

    The future looks bright according to veteran CSL boss Brian McNamee and he now expects the company's full-year profit to land somewhere between $1.116 billion and $1.26 billion (based on 2008-09 exchange rates) - and at the upper end of that band.

    Also setting it apart from many of its colleagues on the ASX, CSL has upped its dividend by 17 per cent.

    The nation's largest healthcare company by market capitalisation this morning unveiled an after-tax profit of $617 million for the six months to December 31, up 23 per cent against the previous first-half performance.

    This included a $46 million hit from unfavourable movements in exchange rates. Stripping this out from the interim profit, CSL's earnings were up 32 per cent for the period.

    Currency will always be a factor for CSL; its global network of blood plasma facilities is both a blessing and a curse when the company goes about its daily transactions and repatriates its earnings on behalf of shareholders.

    Investor sizzle

    Its global reach gives it immediate access to the most important markets, researchers and scientists in the world, but its growing offshore earnings base has at the same time eroded CSL's ability to pay fully franked dividends.

    However, the real sizzle for investors in the years ahead won't flow from CSL's dividends and generous share buy backs. Rather, it will come from CSL's ability to constantly and consistently roll out a new portfolio of blood plasma products which are attractive to hospitals and patients and that attract premium margins.

    CSL is now a company in transition. Its royalties from the breakthrough HPV cervical cancer vaccine are in steady decline and there is spiralling demand for its swine flu vaccine. Basic blood plasma is almost a commodity and attracting commodity prices.

    The transition CSL is making is to a new generation of plasma technologies that will recoup the dwindling earnings of its older products.

    CSL Behring, its core blood division, increased sales by a respectable 10 per cent in constant currency terms to $1.8 billion for the half, and secured margins of 500 basis points. This indicates the massive potential of one such new product called Privigen, a higher-margin liquid immunoglobulin product, that is currently being rolled out by CSL.

    Sitting behind Privigen are other blood plasma technologies that are currently being tested in the lab or awaiting various regulatory and marketing approvals.

    CSL's product pipeline won't fail for want of funding. The company's R&D expense was $147 million for the half and was up materially on the previous corresponding period.

  6. #6
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    Heres a good example of what happens when you hold a top quality stock through thick and thin
    Eventually the quality shines through.

    CSL smashed its way over 50 dollars today , and will make profits of about 1,2 billion US

  7. #7
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    CSL has been a solid performer for me over the years, the data shows as Ratkin says,
    that quality large companies can still show great returns, and without any hassle.

    I have held since initial purchase in 2001,with a few additions over the years.
    From my records which are kept in NZ dollars, over this period annual IRR has been 22.2%
    dividend has been paid every year with average annual dividend growth close to 15%
    Lowest purchase price paid was in 2004 at $NZ 18.00 which was split in a 3 for 1 capital reconstruction in 2007,
    current $NZ price over $60.00 makes this purchase over a 10 bagger.
    So far so good, and hopefully more in store.

    A further interesting point is that although dividend return is low on current price, dividend return
    on cost for me is now over 9%.
    Last edited by OldRider; 28-11-2012 at 06:47 AM. Reason: Addition of two further lines.

  8. #8
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    Quote Originally Posted by OldRider View Post
    CSL has been a solid performer for me over the years, the data shows as Ratkin says,
    that quality large companies can still show great returns, and without any hassle.
    Yes , no need to flirt with the rubbish end of the market when there are companies like this about.

    CSL ,Ramsey health care, and Cochlear have been the core of my aussie portfolio for some years now , and apart from a blip from Cochlear ,its been all plain sailing. They barely flinched during the GFC
    Went with the aging population/healthcare theme in the early 2000s and it now literally paying dividends , throw in Ryman and the latest addition Sumerset and it hard to see much going wrong
    Last edited by ratkin; 29-11-2012 at 06:16 PM.

  9. #9
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    Quote Originally Posted by ratkin View Post
    Heres a good example of what happens when you hold a top quality stock through thick and thin
    Eventually the quality shines through.
    CSL smashed its way over 50 dollars today , and will make profits of about 1,2 billion US
    Enthusiastically agreeing with you ratkin, and also with OldRider above.
    Every year i try to save up a little so i can buy a few more for the long term trusts i support.

  10. #10
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    Out today after many years, been a good ride. 82.30 may be 8% down on yesterday but it 100s percent more than i paid for it. Interesting there was no sell off before the result, must keep a tight ship
    Last edited by ratkin; 11-02-2015 at 12:24 PM.

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