MVF monash ivf group limited

Ann: Clinic Incident, page-95

  1. 73 Posts.
    lightbulb Created with Sketch. 15
    Agreed. Patience is required. Mr Market needs to finish throwing his toys out of the cot.

    Today's selloff is a classic emotional panic to a temporary setback. A rational market would have already priced in this incident. This reminds me of Buffett's investment in American Express when it dropped 50% during the salad oil scandal. Peak fear can be a life changing entry point.

    As a worst case, tighter regulations could be introduced to the industry leading to cost increases (incidentally, these would likely be passed on to customers). However I think it's highly unlikely MVF will lose its licence to operate or take a significant reduction in market share. MVF have been gaining market share through previous scandals.

    A great price for long term entry IMO for those willing to look through the noise. Currently trading at <9X earnings, divvy yield ~6-8%, to acquire part of a market leader growing market share, earnings and free cashflow in a market with strong structural growth dynamics.

    GLTAH.
    Last edited by kcityshuffle: 16/06/25
 
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(20min delay)
Last
80.5¢
Change
0.005(0.63%)
Mkt cap ! $313.6M
Open High Low Value Volume
80.0¢ 82.0¢ 80.0¢ $2.201M 2.719M

Buyers (Bids)

No. Vol. Price($)
2 1913 80.5¢
 

Sellers (Offers)

Price($) Vol. No.
82.0¢ 69071 3
View Market Depth
Last trade - 16.10pm 25/07/2025 (20 minute delay) ?
MVF (ASX) Chart
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