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  1. #1441
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    Wasn't expecting it to be that big! Should be a great day between this and turners!

  2. #1442
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    Quote Originally Posted by Azza View Post
    Wasn't expecting it to be that big! Should be a great day between this and turners!
    It'll be interesting to how market reacts to this result as a lot of it has already been baked into sp over past few months.

  3. #1443
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    Wow that is staggering, surely no one expected that much. For an already large mature company to increase net profit by 86% must be some kind of record.
    And think of all those ongoing consumables which will be needed now.
    Healthcare is definitely one of if not the fastest growing business in the world today.

  4. #1444
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    Agree that the recurring revenue from consumables will be significant
    Have added a lot more in last few weeks of weakness - happy to sit on them well into the future - unless i need a new boat

  5. #1445
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    That's pretty close alokdhir

  6. #1446
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    Far exceeds my wildest expectations. What a great company this is.
    Last edited by iceman; 25-11-2020 at 02:11 PM.

  7. #1447
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    [QUOTE=alokdhir;857031]FPH results forecast challenge ...

    My estimates ...900 mil revenue / 215 mil NP

    Updated Guidance 1.8 Bil sales with 425-440 mil NP

    Posted on 16th Nov ...

    Turned out to be pretty accurate estimates or guess what ever people happy to call

    Now SP not yet following the most wonderful results ever seen in NZ of this scale ...means from a big company !

    Vaccine has spoiled its sentiment . But FPH next results will show it was too early to think FPH story over

  8. #1448
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    Quote Originally Posted by kiora View Post
    That's pretty close alokdhir
    Thanks buddy

  9. #1449
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    FPH was very conservative with their FY upgrade .

    They already did 910 / 225 and data shows their sales increased 25 % from last qtr ie Sept qtr was 25 % more then June qtr of 2020 ...means its still going up and not down or side ways ..

    IMHO they will end up around 1.95 billion / 465 mil for FY 21 ....Keeping in view world Covid situation is worst at the moment then otherwise ( sadly )

    Long term benefits to company are immense ....many new doctors exposed to their equipment and its benefits ...also their equipment being used as standard care protocol for all Covid related hospitalisations .

    Repeat orders and reusables orders and great positive publicity ...this should change the future trajectory of the company from 20% growth to much more in the years to come

    If all goes as per plan ...FPH maybe the Apple of NZ in next 5 years

  10. #1450
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    Jul 2020
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    It struggled to perform for years with the high NZD (70c plus) and when the NZD weakened the share price took off (coupled with the premium for supplying innovative health products). The NZD is now back above 70c, but the premium valuation is still there. I'm thinking therefore a flat period for the share price unless the NZD falls back below 70c and stays there.

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