MVF 1.33% $1.12 monash ivf group limited

even if ivf does become a commodity which I don’t think it will,...

  1. 3,322 Posts.
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    even if ivf does become a commodity which I don’t think it will, the value here is relative to the market at large.
    Mvf is obviously having problems in vic but their brands like repromed in sa, fertility Tasmania and their kl office still are seen as high quality.
    Sometimes when someone is too close to the industry it is hard to see the Forrest from the trees.

    the profit erosion would have to be severe to justify the current market cap.

    I appreciate any of your insights with regards to updates esp in vic though.


 
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