RMD 0.00% $33.30 resmed inc

Where does this end?, page-39

  1. 5,183 Posts.
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    Massive opportunity.

    This blip affects a drop in their customer bucket. Scott Phillips of Motley Fool waxing lyrical on Sky Business tonight, he has a screaming buy on it.
    Arguments in favour;

    1) US population fighting obesity in significant numbers
    2) An ageing Australian and Chinese population
    3) No competition for RMD product range (SOM and Co have very different products).

    It affects 2% of their current revenue/customer base, the market share going forward is expanding exponentially.
 
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