FPH - Fisher Paykel Healthcare.

[RupertBear]

Well yes - however, if you are buying - MIND THE GAP!

Attachment 10333

Thanks BP. I have been waiting and watching for a top up opportunity, which I almost did yesterday but I got swept away watching the milky one take off. Oh well I will definitely mind that gap and wait and watch for another top up upportunity

[Biscuit]

It appears the era of Mutually Assured Destruction is now over:
https://www.nzx.com/announcements/330869

I guess that means we lost? or we won? or...? So much for protecting our IP position. Demonstrates again that the patent system does not work.

[mondograss]

I guess that means we lost? or we won? or...? So much for protecting our IP position. Demonstrates again that the patent system does not work.

I'll go for an honorable draw. I think probably both sides realised the cycle of claim and counter claim was becoming a bit counterproductive and wasn't going to actually end up with either side further ahead than they started at.

[Lewylewylewy]

Are you suggesting that the only people that benefit from all these laws are the people that make and enforce the laws?! Astonishing! Surely that would never happen! Lol

[kiora]

$7.7 m on litigation.Hope it has protected their patents
https://resources.fphcare.com/resour...esentation.pdf

[Joshuatree]

Looks like a new high isn't far away.A higher high tomorrow would support the momentum.

• Population age and weight both increasing
  
  
  • − US population 65 years+ to grow ~80% over next 20 years1
    
  • − US males 60 - 74 years, average weight increased 0.4 kg/year since 19602
  
  
• 60% of US healthcare cost is after age 65 years3
  
  50% of rev in US currency. 19% European, 1% NZ
  Margins look to be flattening.
  
  OUR ASPIRATION:
  Sustainably DOUBLING
  our constant currency revenue every 5-6 years.
  
  Lower Care Intensity = Lower Cost
  
  Optiflow - Displacing Conventional Oxygen Therapy
  
  Obstructive Sleep Apnea
  
  
  • Temporary closure of airway during sleep
    
  • Can greatly impair quality of sleep, leading to fatigue; also associated with hypertension, stroke and heart attack
    
  • EstimatedUS$3+billionworldwidemarket.
    
  • Estimate>50millionpeopleaffectedin
    developed countries
    FPH Presentation to Deutsche Bank NZ Corporate Day
  
  
  
  
  
  
  
  
  
  
  
  
  
  

[Ggcc]

https://www.nzx.com/announcements/335053

I am just not sure why this company is worth so much in SP?? It goes well, but very very slow growth.

[percy]

https://www.nzx.com/announcements/335053

I am just not sure why this company is worth so much in SP?? It goes well, but very very slow growth.

Makes you wonder.?
PE over four times their growth rate..
Dividend yield of 1.33%,

[winner69]

Makes you wonder.?
PE over four times their growth rate..
Dividend yield of 1.33%,

What happens when big end of town (worldwide) thinks something is very good.

More to stock prices not just numbers like PE ratios

[percy]

What happens when big end of town (worldwide) thinks something is very good.

More to stock prices not just numbers like PE ratios

Yes brokers like to have their clients in "core" portfolios consisting of stocks where the PE is well over 20 to 40.Think POT,MFT etc,
They have been proven correct over the past few years, which is a bit of a concern.?..lol.