FPH - Fisher Paykel Healthcare.

[Sideshow Bob]

$5m of ventilators to the NZ Government

Big Giver: F&P Healthcare | BusinessDesk (not paywalled)

[Rawz]

Looks kike another big hitter value investor becoming a SSH

http://nzx-prod-s7fsd7f98s.s3-websit...812/371660.pdf

Growth funds selling to the value funds?

[alokdhir]

Looks kike another big hitter value investor becoming a SSH

http://nzx-prod-s7fsd7f98s.s3-websit...812/371660.pdf

Check my post # 2828 ....I saw these two SSH notices on ASX ...while both have same transactions almost ...so maybe just one new holder !!

[couta1]

Check my post # 2828 ....I saw these two SSH notices on ASX ...while both have same transactions almost ...so maybe just one new holder !!

Yes same holder with different envelopes.

[alokdhir]

Yes same holder with different envelopes.

As transactions are same then why confuse the market with two SSH announcements ...basically they bought once not twice

[couta1]

As transactions are same then why confuse the market with two SSH announcements ...basically they bought once not twice

All the transactions are not the same neither the number of shares or total % held.

[alokdhir]

FPH says they will strive to double revenues in every 5-6 years ...if they can double to $ 3.2 Billion in 2027 ...that will be about $ 1.75 eps ...SP should be $ 65+ ...maybe thats the growth story these big funds are believing in and Investing in now ....

[winner69]

In the daily update of todays action -.

Fisher & Paykel Healthcare slid 0.3% to $19.50. Forsyth Barr analysts said the company’s forward guidance was “opaque”. The business is well positioned for long-term earnings growth, but the stock was already expensive relative to comparable companies.

Opaque …and expensive

[couta1]

In the daily update of todays action -.

Fisher & Paykel Healthcare slid 0.3% to $19.50. Forsyth Barr analysts said the company’s forward guidance was “opaque”. The business is well positioned for long-term earnings growth, but the stock was already expensive relative to comparable companies.

Opaque …and expensive

Forbars wouldn't know expensive if it hit them in the face, they had better buy themselves a whole bunch of ResMed at $202 -USD and on a PE of 38. Lol
Forbars must be the lowest newly adjusted price target of the 10 on 4 traders at $17.50, avg now $23.58.

[kiora]

Portfolio values are more impacted by missing the increases than partaking in the declines

It will be interesting to see how their future modelling goes
Post covid
"Then on that basis, the implication is that if it took 4 years, their activity alone would represent an equivalent compound annual growth rate of about 13% for our hospital consumables for the full year period going from that FY '22 starting point. If the transition was completed over 3 years, the compound annual growth rate would be equivalent to 18%, and it was 5 years, 10% net overage complete period. Now that's without selling any additional hardware during that period. When we model placing additional hardware over these time frames at half of our pre-COVID-19 levels. And we assume that, that will be driven by a change in clinical practice so it has historically normal utilization. And that adds another 2 to 3 percentage points to the hospital consumables compound annual growth rate."Airvo 3 a great product. It's got a lot of features Airvo 2 doesn't have. We're going to sell it into other parts of the hospital, we transport on entry. We think this we can upgrade users from Airvo 2 to Airvo 3 so we can sell in different parts of the hospitals to people have previously used high flow. So we think that over time is a great opportunity for Airvo 3."
"it's kind of already there in these places because of COVID, but you're talking pulmonology wards, emergency departments and in many cases, general wards."
"we're back in kind of a normal pricing cycle now. We are increasing pricing when we were able to and kind of in line with local CPIs and everybody else"
"Europe and the U.S. So it's gone on really for us now that we can generally get under both the people most institutions who want to see. And that's only been in the last month or 2."
"whole emphasis is to making sure that our customers actually understand the value of the investment. They can use it for wider applications and not just COVID. So all kinds of respiratory insufficiency. So we use whatever clinical data is available at the time and depending on who we're talking to and what kind of application that they're seeing as an opportunity. So we're using a lot of clinical data and all the latest clinical data that supports the clinical practice guidelines probably the most compelling. And the clinical base guidelines are definitely the most well, very compelling too"
Going forward, we have with waiver from our long-term sustainable profitable growth aspiration. We've got an exciting opportunity to apply our 50 years of experience and changing clinical practice to what is now a customer base that already has the hardware and already has the clinical experience. That enables us to bring forward new products and applications and global sales, manufacturing and distribution investment.""

All in all, past trend lines won't be the same as future trend lines

"
https://seekingalpha.com/article/451...tter_automated