PME 3.32% $221.75 pro medicus limited

somethings brewing, page-13

  1. 295 Posts.
    lightbulb Created with Sketch. 6
    BTW results out Aug 19.
    No surprises expected, should be marginally under last half which included a capital payment from German contract. Growth been very incremental but definitely on a rising trajectory as more contracts kick in.
    The key is that their technology advantage enables them to charge twice as much as competitors.
    Even so they have landed 8 of last 9 mandates they have addressed. Their penetration of US radiology is about 1%.
    I expect revenue and dividends to ramp in 12-18 months.
    Seems the general market is becoming aware of the potential. Still only a $600m mcap and available shares approx 30m.
    High margins, no debt, free cash flow with massive growth potential and founders own 60%
    Those saying they don't think there's value here are not basing it on anything but recent price action.
    Someone shelled out well over $1m today buying 195k shares in 2 lots. Interesting.
    Course it may pull back, but I'm comfortable it will be higher by Xmas. Assuming no GFC repetition.
 
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Last
$221.75
Change
7.130(3.32%)
Mkt cap ! $17.90B
Open High Low Value Volume
$216.99 $224.65 $215.12 $38.21M 172.7K

Buyers (Bids)

No. Vol. Price($)
2 103 $221.64
 

Sellers (Offers)

Price($) Vol. No.
$221.81 426 1
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Last trade - 16.10pm 22/11/2024 (20 minute delay) ?
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