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View Full Version : MVF - Monsah IVF group "getting the missus pregnant"



NZSilver
05-11-2014, 03:13 PM
Owns a bunch of IVF - (invitro fertilisation) in Aus and overseas,

Good buisness as people are requiring fertility intervention more and more - mainly due people having kids older & lower fertility in the population (because everyone is stressed out about chinas growth slowing, ebola, ISIS and the cost of having kids)

IPO start of 2014 - at $1.80 ish, now down to 1.40ish,

EPS = 9.8cents (PE 2014 ratio at current SP = 14) 2015 growing EPS and starting DIV

Technically = in a downtrend
Fundementally = looking good

O yeh, Directors have also been buying a bunch on the market.

Im not holding but have read a bunch about these IVF buisnesses, seem they make pretty good cash and have a growing market. otheres thoughts? I think there is also a couple of other companies on the ASX which do IVF.

NZSilver
05-11-2014, 03:14 PM
Why dont the just release EBOLA on the ISIS, and cut down on the stuff we have to worry about!

NZSilver
05-11-2014, 04:12 PM
They are one of those companies that are wholly dependent on government subsidies for their revenue. Word is that the high profit margins of the listed providers is making the Govt sit up and take notice. As the Govt is desperate for budget cuts in health, IVF funding could be easy pickings. Its quite likely the subsidies will be cut, or stricter limits placed on the number of cycles, age of recipients etc.


Thanks for that KW - yes I noticed it was there number 1. risk under the prospectus...