MVF 2.24% $1.14 monash ivf group limited

I'm interested in the value, but agree completely on the risk...

  1. 599 Posts.
    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.
 
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$1.14
Change
0.025(2.24%)
Mkt cap ! $465.6M
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$1.12 $1.16 $1.11 $1.150M 1.024M

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No. Vol. Price($)
1 5302 $1.13
 

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Price($) Vol. No.
$1.14 15252 1
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Last trade - 16.10pm 19/11/2024 (20 minute delay) ?
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