I'm interested in the value, but agree completely on the risk factors.
- Government funding, only country in the world to fund unlimited cycles and to women over 40.
- Competitors, MVF said Q1 was affected by a new low cost competitior (PRY).
- Staff, only 75 IVF specialists, competition for the best will increase.
- Overseas growth in poorer countries with less government funding and cultural fit.
- Debt at more than 2 x EBITDA already for a roll up company.
If MVF can hit their projected 26M NPAT @ 11 PE, then SP should return to near previous, so you'll have a 20-30% buffer for those above factors.
The Bottom?, page-11
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Last
$1.14 |
Change
0.025(2.24%) |
Mkt cap ! $465.6M | |||
| Open | High | Low | Value | Volume |
| $1.12 | $1.16 | $1.11 | $1.150M | 1.024M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5302 | $1.13 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.14 | 15252 | 1 |
View Market Depth
| Last trade - 16.10pm 19/11/2024 (20 minute delay) ? |
| MVF (ASX) Chart |
