NAN 3.79% $3.55 nanosonics limited

Ann: 2018 Full Year Results - Appendix 4E, page-47

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  1. 6,402 Posts.
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    probably will after research today, $2.50 was expensive, $3.6 is now stupid imo.

    with GE exit consumable market, it will have no incentive to negociate and sell the capital unit given they will not have the cut for the ongoing supply. its 60-70% of its revenue. given expense will increase by 10mil, they will need to at least achieve 75-80mil revenue to make the same bottom line, which I am sure market wont be happy again, 2 yrs in a roll without profit appreciation.
 
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