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24-05-2016, 05:36 PM
#551
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24-05-2016, 07:36 PM
#552
I think the last two paragraphs or so where the most notable
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27-05-2016, 09:01 AM
#553
Member
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27-05-2016, 09:12 AM
#554
Optiflow™ nasal high flow therapy is a real winner. $50 + per patient consumables, and we are using it more and more. Keeping patients off ventilators and BIPAP, and used on anyone who needs oxygen for more that 3 hrs . ... that's a lot of patients . its not been around long so its growth could be outstanding. It cost $NZ 3500 a day to keep a patient in ICU, so this device keeps patents off ventilators and adds to FPH's bottom line. win-win :-)
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27-05-2016, 09:13 AM
#555
Originally Posted by Joshuatree
Full year results close (27th). S/P at a 10 year high( not factoring any dilution).
Craigs forecast $793 mill Rev $241mill EBITDA $140 mill net profit T/P $11.90 which would be a few cents shy of a 4 bagger.
Net Profit of $143m. Operating revenue $815m. Results pretty much in line with Craigs Investment Partners expectations.
Disc. Holding
Last edited by IAK; 28-05-2016 at 12:12 PM.
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27-05-2016, 09:24 AM
#556
Great result,great outlook
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27-05-2016, 10:26 AM
#557
Member
Good result, maybe revenue missed consensus of $822 million.
Am working on a DCF model for FPH, believe this may be fundamentally overvalued at the moment. Will publish once complete (Capex modelling at the moment!)
I think the prospects of the company are good, but investors may be paying a bit of a premium for that at this stage.
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27-05-2016, 01:28 PM
#558
double digits growth next year as well
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27-05-2016, 01:36 PM
#559
Originally Posted by Grunter
Good result, maybe revenue missed consensus of $822 million.
Am working on a DCF model for FPH, believe this may be fundamentally overvalued at the moment. Will publish once complete (Capex modelling at the moment!)
I think the prospects of the company are good, but investors may be paying a bit of a premium for that at this stage.
Investors have been wiling to pay a premium for last 10 years though.Lock away the key.3+ bagger but took longer than TIL
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27-05-2016, 04:51 PM
#560
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