Robo can I just say a big thanks for providing such a concise review.
I think the re-rate in the medium term will be if the supermarkets get into pharma but hey thats a bit extra.
I agree with the sentiment around the ageing population etc.
My main worry is around the very slim margins, potential new govt agreement and the debt service that is required.
I think I will invest, however I might try and wait for a pull back if the markets take a bit of a hit..
Thanks again, and I look forward to throwing ideas on SIP around in the future.
Cheers
Andreas
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