100 hospitals deal healthsound, page-2

I like AZV, but find it difficult to value as they have given so little indication of the rate of growth they can manage and the business potential. However, coming off a low base, earnings growth seems likely to be dramatic for at least a year or two, so a good time to be on board... potential should become clearer during that time.

My "stab in the dark" valuation is 28cps, but with more upside than downside, so happy to hold and see what emerges - although since my buy price was 4.2cps, I have recently reduced the position size somewhat in a re-balance.