Opinions
Paul MacDonald
DRI Healthcare Trust
DHT.UN-T
DON'T BUY
May 12, 2022
Too small for him, challenging environment. Management seems solid. Invests in biotech and pharma companies in exchange for a royalty. Drugs are coming off patent, so revenues will decline. Check out the payout ratio. He tracks RPRX in the US, which is 100x bigger with 25B market cap.
$7.030
Stock price when the opinion was issued
Trust, Savings and Loan
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COMMENT
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting. The stock has done well following its public debut a month ago at $10. The company seems to be well managed and there is a good story and potential. Unlock Premium - Try 5i Free
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TOP PICK
Applied similar royalty approach from mining sector to pharmaceutical business. Allows for new development in pharmaceutical business. Capital light business. Second listing in the world of this nature. Very cheap valuation, trading ~1.3x book value. Excellent long term prospects.
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