Quote Originally Posted by Left field View Post
Great post Alokdhir.

What is often not appreciated is that there will be huge tail winds for FPH in the next 2 - 5 years as hospital budgets throughout the world get priority spending treatment to remedy the discrepancies that Covid has highlighted.

A SP of $50 in 2 years is not unreasonable and your $100 in 5 years is quite possible.
Agreed and then we are also going to see the increased hardware sales due to COVID as well as the next few years hospital spending increases you mention, lead to long term growth in consumables to service all that hardware. It is important to note that in FY 20 sales to hospitals (homecare was nearly identical) were 14% hardware and 86% consumables. Gives us an idea of the size of the potential pool for consumables sales in the near-medium term future.