SIG 3.96% $2.89 sigma healthcare limited

Looks like SIG pushing for volume based on MPS and defense...

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    Looks like SIG pushing for volume based on MPS and defense contract.

    Both contracts may exceed revenue forecast given Sigma can sell a broad range of products not just PBS meds i.e. toothbrushes and tissues.

    Margins are higher than supplying CSO. Whilst its fixed costs are subsidised by the CSO. These acquisitions make sense and will come out in the wash.
 
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