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  1. #1491
    Speedy Az winner69's Avatar
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    Good piece ...free to read ...holds FPH as a great company and why others aren’t

    https://businessdesk.co.nz/article/o...olding-nz-back
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #1492
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    Quote Originally Posted by winner69 View Post
    You sort of saying that every company should have a Dashboard that is updated with key KPIs (revenues etc etc) say once a month ....and then punters will be even more informed?

    I’m sure that would increase the occurrence ‘lumpiness’ in share prices
    I am saying like in US ...companies should report quarterly results and not just six monthly .

    If you see the pattern of SP movement of FPH ...it peaks after it results in about 2-4 weeks then slowly drifting down for next 3 months then starts to wake up around 4 weeks before next results due . Its maybe interest fatigue or just that it goes to back burner for that while as people or traders who keep the stocks alive with trading and provide liquidity move to something more in news . Also regular results from company will keep analysts on their toes as their forecasts will get matched with actual results more often .

    In nutshell quarterly results from companies will make market's more vibrant and true ( not much time between results to play the con game ...lol )

    NZX rules stipulate that a company need bring trading update immediately upon knowing more then 5 % variance to previous guide . ATM brought that on 18th Dec , less then 2 weeks away from half year closing and till then they kept insisting all good . Now FPH will exceed its full year guide of 1.72B by Jan end with 2 months still to go ...lets c when they bring that update ? If it was quarterly results then people would have been wiser sooner in both cases ...one on downside and other on upside so less chance of deception
    Last edited by alokdhir; 21-01-2021 at 08:29 AM.

  3. #1493
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    A bit of a two - edged sword. The main argument against quarterly reporting is that it tends to focus management on short term results to the detriment of long term planning and execution. Maybe.

  4. #1494
    Speedy Az winner69's Avatar
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    Quote Originally Posted by macduffy View Post
    A bit of a two - edged sword. The main argument against quarterly reporting is that it tends to focus management on short term results to the detriment of long term planning and execution. Maybe.
    Agree macduffy

    Got to beat the quarterly target no matter what and as you say can take focus off the long term ....generally to the detriment to shareholder returns.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #1495
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    Quote Originally Posted by winner69 View Post
    You sort of saying that every company should have a Dashboard that is updated with key KPIs (revenues etc etc) say once a month ....and then punters will be even more informed?

    I’m sure that would increase the occurrence ‘lumpiness’ in share prices
    Most companies would/should be doing monthly KPI anyway +/- if its reported to public

  6. #1496
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    Quote Originally Posted by winner69 View Post
    Good piece ...free to read ...holds FPH as a great company and why others aren’t

    https://businessdesk.co.nz/article/o...olding-nz-back
    Great article there winner.100%
    Boards too focused on governance, protecting their ar .....s rather than knowing what drives their business

  7. #1497
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    As expected, we have now had a profit upgrade in this very uncertain World. Operating revenue for the 9 months ended 31 December up a tiny 73% on the same period
    in 2019:-)


    FPH
    22/01/2021 09:27
    GENERAL
    NOT PRICE SENSITIVE
    REL: 0927 HRS Fisher & Paykel Healthcare Corporation Limited

    GENERAL: FPH: Fisher & Paykel Healthcare provides FY21 trading update

    News Release
    STOCK EXCHANGE LISTINGS: NEW ZEALAND (FPH), AUSTRALIA (FPH)

    Fisher & Paykel Healthcare provides FY21 trading update

    Auckland, New Zealand, 22 January 2021 - Fisher & Paykel Healthcare
    Corporation Limited today provided an update on its trading activities for
    the nine months ended 31 December 2020.

    Managing Director and Chief Executive Officer Lewis Gradon said, "In many
    parts of the world, we have continued to see an influx of COVID-19 patients
    requiring hospitalisation for respiratory treatment. Healthcare professionals
    are dealing with pressures unlike anything they have faced before. Our
    thoughts are with them, the patients under their care, and the families of
    those who are impacted at this challenging time."
    "Given the elevated hospitalisation rates for COVID-19, our hospital hardware
    sales have continued to be very strong, as has the use of our hospital
    hardware."
    Operating revenue for the nine months ended 31 December 2020 was up 73% in
    constant currency compared to the prior comparable period.
    In the Hospital product group, which includes products used in acute and
    chronic respiratory care and surgery, operating revenue grew 113% over the
    first nine months of the previous financial year in constant currency. Over
    this same period, Hospital hardware grew 446% and hospital consumables grew
    54%, both in constant currency.
    In the Homecare product group, which includes products used in the treatment
    of obstructive sleep apnea (OSA) and respiratory support in the home,
    operating revenue grew 6% over the nine months to 31 December 2020 in
    constant currency.
    Remainder of 2021 financial year
    "Given the significant uncertainties associated with the course of COVID-19,
    the effectiveness or adoption of preventative measures, the progress of
    vaccines and their outcomes and the impact on future hospitalisation rates,
    we have no basis on which to provide formal guidance to results for the full
    2021 financial year.
    There is significant variability on a month-to-month basis for both our
    Hospital hardware and consumables revenue. The revenue assumptions provided
    on 25 November for Hospital hardware sales and usage for FY2021 are now
    outdated. The company currently expects revenue and net profit after tax for
    the 2021 financial year to be higher than implied by those previous
    assumptions. This nine month trading update includes the following
    observations:
    o Hospital hardware sales and usage continue to generally track local
    hospitalisation surges in countries around the world;
    o the volume of air freight continues to be higher than normal and freight
    costs remain elevated;
    o in Homecare, OSA diagnosis rates continue to be reduced, offset by strong
    growth in our products used for nasal high flow therapy in the home; and
    o the company continues to progress the acceleration of investment in
    manufacturing capacity.
    I want to take this opportunity once again to thank the people of Fisher &
    Paykel Healthcare, who continue to work with such dedication to ensure we can
    supply products that are helping patients around the world," Gradon
    concluded.

    About Fisher & Paykel Healthcare
    Fisher & Paykel Healthcare is a leading designer, manufacturer and marketer
    of products and systems for use in respiratory care, acute care, surgery and
    the treatment of obstructive sleep apnea. The company's products are sold in
    over 120 countries worldwide. For more information about the company, visit
    our website www.fphcare.com.

    Ends

    Media & Investor Contacts:

    Karen Knott
    Senior Communications Manager
    karen.knott@fphcare.co.nz
    +64 (0) 21 713 911

  8. #1498
    Guru Rawz's Avatar
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    Quality FPH products no doubt getting exposure to healthcare facilities around the world that they haven't been sold into previously. Tailwinds from this will be felt for years to come.

    Glad I sold down my HGH position and moved half to FPH earlier this week. Purely on gut feel that Healthcare socks were the place to be again. Now just need EBOS to do the same.

  9. #1499
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    Woohoo so glad I started a collection of FPH shares.

    Rather wordy but I particularly liked this..... "In the Hospital product group, which includes products used in acute and chronic respiratory care and surgery, operating revenue grew 113% over the
    first nine months of the previous financial year in constant currency. Over
    this same period, Hospital hardware grew 446% and hospital consumables grew
    54%, both in constant currency."

    Onwards and upwards! Well done holders.

  10. #1500
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    Quote Originally Posted by Left field View Post
    Woohoo so glad I started a collection of FPH shares.

    Rather wordy but I particularly liked this..... "In the Hospital product group, which includes products used in acute and chronic respiratory care and surgery, operating revenue grew 113% over the
    first nine months of the previous financial year in constant currency. Over
    this same period, Hospital hardware grew 446% and hospital consumables grew
    54%, both in constant currency."

    Onwards and upwards! Well done holders.
    Hospital consumables will see a huge growth for years to come thanks to all the very strong hardware sales and the brand awareness in hospitals around the World would have grown exponentially.

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