FPH - Fisher Paykel Healthcare.

[alokdhir]

With more and more countries realising that Covid is here to stay like Australia ....Future for FPH becomes brighter then what analysts at present forecasting ....

IMHO FPH will be main driver of our market ahead ...even revenue data indicators are pointing towards much better outcome for full year then presently discounted by market . Now it will have some boost from home care side business also due to Philips's woes .

Its very feasible that FPH exceeds last years revenue rather then 30% drop market anticipating at the moment . Its buy the dips now strategy

[Greekwatchdog]

Covid will always be here, we have just got to live with it. ie like the flu and other viruses. Vaccines are here like the flu jab and hospitals have their tools to help patients. There will always be demand for FPH product, just to what degree that influences their product sales

[Leftfield]

Its very feasible that FPH exceeds last years revenue rather then 30% drop market anticipating at the moment . Its buy the dips now strategy

I'm with you on that. Market notched the SP back on exchange rate fears this week, but only a matter of time for this one to shine.

[Biscuit]

Covid will always be here, we have just got to live with it. ie like the flu and other viruses. Vaccines are here like the flu jab and hospitals have their tools to help patients. There will always be demand for FPH product, just to what degree that influences their product sales

Sure covid may always "be here" like the flu, that does not equate to continued demand for FPH product as they do not sell vaccines.

[Greekwatchdog]

Didnt say they did, but they do sell plenty of items that hospitals world wide have used effectively to fight Covid and other health issues.

[Biscuit]

Didnt say they did, but they do sell plenty of items that hospitals world wide have used effectively to fight Covid and other health issues.

Yes, but that was due to there being no vaccine. Now there is a vaccine, rich countries that can afford FPH products will eventually be fully vaccinated to the point they do not have significant covid hospitalization. Not that I think FPH hasn't got a great future, I'm holding and currently adding. They are a great company.

[Leftfield]

Sure covid may always "be here" like the flu, that does not equate to continued demand for FPH products .....

Spent a quiet Sunday reading NBR's Shoeshine Feb column on NBR. Seems that apart from For/Bar there are many who disagree that the end of Covid will see a drop in demand for FPH's products.

- FPH have a track record of under-promising and over-delivering
- FPH would not have invested so much $mill in new plant expansion if they were bearish
- FPH's key products in breathing/ventilation assistance have proven their worth in Covid times and their usefulness has now expanded into other areas where FPH is now part of 'normal operating procedures' for treatment of emphysema, other respiratory issues and even 'long covid' etc etc.

Interesting times ahead for holders IMHO.

[alokdhir]

Spent a quiet Sunday reading NBR's Shoeshine Feb column on NBR. Seems that apart from For/Bar there are many who disagree that the end of Covid will see a drop in demand for FPH's products.

- FPH have a track record of under-promising and over-delivering
- FPH would not have invested so much $mill in new plant expansion if they were bearish
- FPH's key products in breathing/ventilation assistance have proven their worth in Covid times and their usefulness has now expanded into other areas where FPH is now part of 'normal operating procedures' for treatment of emphysema, other respiratory issues and even 'long covid' etc etc.

Interesting times ahead for holders IMHO.

Fully agree and also no need to try to convert non believers ...Covid boost or covid income is just a bonus for FPH . Covid also gave FPH enormous positive publicity and goodwill of so many doctors and hospital purchasers that they will thank covid for years to come .

Even in 2019 they were planning to double their production of hospital equipment by 2023 . They had so much confidence in their therapies and devices

Holding FPH for next 3-5 years is going to be best and safest call IMHO .

[Rawz]

Got my buy order in at $29 just in case it falls back there for a bit.

Agree next 3, 5, 10… yrs it’s a compelling hold

[Leftfield]

Covid here for the long term..... even for 'our lifetime'.... according to this article .