-
10-07-2020, 11:06 AM
#1351
Probably appropriate for this thread: stop thinking like a trader and start thinking like a dead man.
https://www.mauldineconomics.com/the-10th-man/all-summer-in-a-day#
-
11-07-2020, 12:00 PM
#1352
Member
-
15-07-2020, 02:30 PM
#1353
zoming away again. not directly invested anymore but have some as part of the smartshares TNZ fund.
Their strong market position in the new epicentre could pay off. good to see this exporter doing well
-
15-07-2020, 06:23 PM
#1354
Member
Originally Posted by winner69
Shareprice $40 beckons .... then we can look forward to $50
Companies generating such high levels of excess profit over its cost of capital deserve prices like this
Paradox should do he reidual income modelling on FPH instead of tinkering around with OCA
Now that’s a thought...
-
23-07-2020, 01:30 AM
#1355
Originally Posted by kiora
Yep the imagination sees what the eye can't see.
So this financial year what do we know & surmise?
That C 19 looks like its likely here to stay for this financial year
That they are keeping their customers happy by maintaining prices & not gouging
No effective control of Covid 19 by vaccine or cost effective treatment available this financial year?
Last year "Net profit after tax was $287.3 million, up 37% over the previous year, or 30% in constant
currency. Excluding the impact from tax changes, being the R&D tax credit and building tax
depreciation, net profit after tax grew 23% in constant currency."
I'll take a stab in the dark at 2021 to be around 25% up on 2020,$360 m net profit after tax
Ok PE still high at around 54
OK I may have undershot
Craigs now saying NET Income 2021 $435m,PE 45,12 month price target $38.26
I won't be complaining.
-
04-08-2020, 11:58 PM
#1356
Interesting, Auckland Airport saying Respiratory Equipment the highest export growth commodity up 348% in June over the previous year.
When you consider Covid really only impacted that growth since February or March, it’s pretty incredible.
How many companies are seeing this kind of growth at the moment & for the foreseeable future.
-
18-08-2020, 10:01 AM
#1357
https://www.nzx.com/announcements/358152
Looks like very positive things happening here. Just look at that share price
-
18-08-2020, 10:06 AM
#1358
Originally Posted by Blue Skies
Interesting, Auckland Airport saying Respiratory Equipment the highest export growth commodity up 348% in June over the previous year.
When you consider Covid really only impacted that growth since February or March, it’s pretty incredible.
How many companies are seeing this kind of growth at the moment & for the foreseeable future.
Will the recent sales of equipment saturate the market and consequently lower growth rates over the longer term though? Not sure...
-
18-08-2020, 10:37 AM
#1359
Kiora.s pre ann. NPAT guess was very good, Craig's maybe slightly optimistic, but I dont foresee any reduction in sales, health authorities around the world will be under pressure to tool up with FPH style products.
Dr JPG.
Free Diagnosis.
If you're feeling the PINCH, there's nothing wrong with your NERVOUS SYSTEM.
-
18-08-2020, 12:26 PM
#1360
Originally Posted by Zaphod
Will the recent sales of equipment saturate the market and consequently lower growth rates over the longer term though? Not sure...
We're approaching 5.5 million cases in the US alone. With 268,000 new Covid cases around the world just yesterday, with over 42,000 in the US, I think we can say with absolute assurance, FPH have no where near saturated the market.
A percentage of these cases will sustain long term damage to their lungs needing long term respiratory assistance both in hospital & at home from the sorts of products FPH provide.
Demand is only going to accelerate.
The Northern hemisphere is heading into winter and the flu season so doubly worried.
Last edited by Blue Skies; 18-08-2020 at 02:37 PM.
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks