SIG 3.96% $2.89 sigma healthcare limited

Hi Horse, I can agree with you on that. In my opinion, the...

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  1. 195 Posts.
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    Hi Horse, I can agree with you on that.

    In my opinion, the choice of EBO/API/SIG should focus more on their long-term strategy and business development rather that the figures. That's all I am implying.

    EBOS = diversify within healthcare
    API = offset risk with non-healthcare revenue
    SIG = M&A to grow geographically

    It is not insider knowledge that SIG has been acquiring smaller CSO wholesalers to achieve expansion of CHS network into VIC/QLD in 2017/18 (already established at present) & into SA &WA by end of 2018. So that's what the future holds for SIG.

    I personally prefer EBO & API's models but oh well, I could be wrong given that based on your figure SIG is a lot cheaper.
    Last edited by eddytaddy: 07/07/18
 
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