PNV 2.81% $2.38 polynovo limited

PNV - Banter and General Comments, page-7759

  1. 600 Posts.
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    It is a good and respectful question Paddy. It is constructive and challenges us to explain why this company is so good.

    There are a few factors I'd highlight.

    Incredible Margin
    Product solves problems that will always exist
    It is more cost effective than competition
    It gets people out of hospital quicker
    It produces better results than the competition
    Space to develop use of the meditech in other areas

    I'd agree there may be a few who have followed DW in, I have in another medibiotech, however his track record in this sector is nothing short of spectacular. Find a great product that solves an issue and commercialise it.

    Seen the green whistle?

    Finally I think at some point this will produce more cash than it can use for reinvestment and research so dividends may be on the horizon in 5-10 years. Just in time for me to retire comfortably on 2% divi income which will be extremely comfortable for me even at $2!
 
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