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  1. #1141
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    Jan 2020
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    Quote Originally Posted by share4eva View Post
    Take your downramping somewhere else
    Very poor rhetoric.

    i’m far from a downramper. FPH has one of the best track records on the NZX but regardless of that you can’t be myopic enough to deny a ttm P E of 62 for a mature company is not overexuberant nearing ridiculous.

  2. #1142
    Advanced Member
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    Oct 2001
    Location
    chch, , New Zealand.
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    2,494

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    Would any of their respiratory products be of any use with coronavirus respiratory problems?

  3. #1143
    Advanced Member
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    Jun 2016
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    1,621

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    Quote Originally Posted by ratkin View Post
    Would any of their respiratory products be of any use with coronavirus respiratory problems?

    Short answer, yes.
    Latest FPH (Friday) and 3rd profit upgrade so far this year linked to better than expected sales of Home Care products, continued strong demand for Hospital Product Group and increasing demand from China linked to COVAD-19 Corona virus.

    Just some observations,
    As these classified as Essential medical devices, no disruption to supply or distribution channels.
    Staff now working long hours trying to keep up with demand.
    No devices manufactured in China.
    Products sold in over 120 countries worldwide.

    Don't want to be accused of up ramping so draw your own conclusions, but since COVAD-19 now spreading rapidly to 20 something countries including the US, Europe & Middle East, think it reasonable to predict there might be some significantly increasing demand.
    Last edited by Blue Skies; 24-02-2020 at 08:06 AM. Reason: misspell

  4. #1144
    Member
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    Jul 2017
    Location
    Auckland
    Posts
    55

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    Quote Originally Posted by share4eva View Post
    Take your downramping somewhere else
    Schroders Aust have owned CSL since the year dot and have a price on CSL of $150, ie less than 50% of current price. love the company but think valuation way too high at moment.

  5. #1145
    Guru
    Join Date
    Sep 2009
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    2,715

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    Is there any thoughts regarding 2020 sales?
    If sales are up 25% on forecast to $1.5b then EBIT $475m?,PE down to 40?
    Thoughts ?
    Last edited by kiora; 28-02-2020 at 10:18 PM.

  6. #1146
    Member
    Join Date
    Aug 2000
    Location
    Lower Hutt,NZ
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    226

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    Quote Originally Posted by kiora View Post
    Is there any thoughts regarding 2020 sales?
    If sales are up 25% on forecast to $1.5b then EBIT $475m?,PE down to 40?
    Thoughts ?
    This baby is going gang buster. It is now the largest company worth in excess of $15B


    https://www.nzherald.co.nz/business/...ectid=12313529

  7. #1147
    IMO
    Join Date
    Aug 2010
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    Floating Anchor Shoals
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    9,730

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    New all time high on a red red day. Low was $25 but it finished on its high $26.77 on a last trade of re 250,000 shares.More than defensive atpit.

  8. #1148
    Senior Member
    Join Date
    Dec 2019
    Posts
    681

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    will crash soon too

  9. #1149
    Advanced Member
    Join Date
    Jun 2016
    Posts
    1,621

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    A respiratory pandemic sweeping the world with hospitals & health systems desperately short of respiratory equipment to cope with the numbers, AND an extraordinary company (FPH) selling to over 120 countries, making & continuing to develop the Gold Standard in Respiratory Devices for both hospital & home care (allowing home isolation & saving hospital beds ).
    Even once this pandemic passes, heath systems will not ever want to be caught short again.
    Connect the dots!

  10. #1150
    Senior Member
    Join Date
    Dec 2019
    Posts
    681

    Default

    Cant wait to pick this up again at $1.10

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