PNV 1.45% $2.04 polynovo limited

PNV - Banter and General Comments, page-176

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    I can still see three drivers of the share price that should all be positive influences on where it tracks from here:

    • CE Mark in Europe - is it priced in? is all of it priced in? when will it come?
    • ASX200 entry - it takes time for funds to act on this - if I'm not mistaken any fund based around the ASX200 will now need to purchase some PNV stock
    • Increasing revenue - although there may be significant variability in the amount, its pretty difficult to see any way the revenue trajectory won't be strongly positive

    As for what's happening in the macro - plenty of companies will run against any downturn - I see Polynovo as well insulated against macro movements for a long time yet.
 
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