IDX 0.40% $2.54 integral diagnostics limited

Good to see this comment - 'underlying long-term drivers of...

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    Good to see this comment - 'underlying long-term drivers of industry growth return'. These are aging population, increase in chronic conditions & under-utilisation of scanning. Like the regional foot-print as well.

    Safe mgt executing on a balanced & conservative agenda. Cost inflation contained, accretive bolt-on M&A, keep re-investing in capex etc.

    Politics - more of a dead-duck the Libs are federally, the more likely cuts to health start to recede in the rear-view mirror too.

    Sitting pretty & should also have a PE multiple re-rate as well as some 'single digit' EPSg.
 
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